Migrate from Powered Now to Zoho CRM

Powered Now clients map directly to Zoho CRM Contacts with a corresponding Account record. Client name splits into First Name and Last Name where available; otherwise the full name lands on the Contact with the Account sharing the same display name. Primary email, phone, address, and postcode fields map to standard Contact fields. Business trading names and VAT registration numbers migrate as custom fields on the Account.

Jobs are the core record type and map 1:1 to Zoho CRM Deals. Job name becomes Deal Name; estimated and actual amounts map to Deal Amount fields. Job status (scheduled, in progress, completed, cancelled) becomes a custom pick-list field since Zoho Deal Stage is already used for sales pipeline stages. Job type (service call, installation, repair, quote) migrates as a custom pick-list. Original job creation date and last-modified date are preserved as custom datetime fields to maintain operational history in Zoho reports.

Powered Now's visual diary entries translate to Zoho CRM Events for scheduled on-site appointments and Tasks for follow-up items. Event records capture the job-linked date, start time, assigned technician, and site address from the Powered Now job record. Recurring diary patterns do not replicate automatically — FlitStack exports the pattern data as a reference JSON for manual Zoho Blueprint recreation.

Powered Now quotes map to Zoho CRM Quotes with a lookup to the corresponding Deal. Quote line items (labour, parts, materials) require mapping to Zoho Quote Line Items referencing Products from Zoho's product module. If Powered Now quote templates use custom pricing structures, those map as custom fields on the Quote record. Quote status (sent, accepted, rejected, expired) becomes a custom pick-list since Zoho Quote Status is not a configurable pick-list.

Powered Now invoices map to Zoho CRM Invoices with the Contact linked via standard Contact Name lookup. Invoice line items map to Zoho Invoice Line Items referencing Zoho Products. VAT amount, VAT rate, and Making Tax Digital submission status migrate as custom fields on the Invoice record since Zoho Invoice does not natively store MTD compliance flags. Payment status (paid, partial, overdue) maps as a custom pick-list. Online payment reference numbers map to a custom text field.

Powered Now supplier invoices have no native Zoho CRM equivalent. We create a custom Supplier Invoices module in Zoho with fields for supplier name (lookup to Contact), invoice number, amount, VAT, invoice date, due date, and payment status. If the Powered Now setup uses Purchase Orders linked to Supplier Invoices, those link as related records in the custom module with a lookup to the originating Purchase Order custom record.

Powered Now purchase orders map to a custom Purchase Orders module in Zoho CRM. Fields include PO number, linked Job (lookup to Deal), supplier (lookup to Contact), line items, total amount, status (draft, sent, received, cancelled), and creation date. PO-to-supplier-invoice relationships are maintained via lookups within the custom module rather than Zoho's native PO module which is tied to Zoho Inventory.

Certificates (gas safety, electrical, building regulation) generated in Powered Now have no Zoho CRM standard object. We create a custom Certificates module linked to the Job (Deal) and Client (Contact) records. Fields include certificate type, issue date, expiry date, engineer name, compliance standard, and PDF attachment reference. Expiry date triggers are noted for Zoho Blueprint recreation.

Powered Now job attachments and site photos migrate as Zoho CRM Attachments linked to the Deal record. Large files are re-uploaded to Zoho's file storage. File names preserve the original naming convention. A custom text field on the Deal record stores the original Powered Now attachment URL for reference during the parallel-run period.

Powered Now digital forms and certificates map as a combination of custom module records (for structured data) and Zoho Notes with file attachments (for the rendered form output). Form field values are parsed and stored as custom fields in the custom module; the completed form PDF attaches to the related Deal record.

Powered Now expense tracking entries associated with jobs migrate as a custom Expenses subform or multi-line custom field on the Deal record. Each expense line captures date, description, amount, and category. Supplier invoice references are noted for cross-referencing against the Supplier Invoices custom module.

Powered Now user accounts map to Zoho CRM Users via email matching. Active technicians become Zoho CRM users with appropriate roles. If a Powered Now technician has no email address on file, FlitStack flags the record for manual Zoho user provisioning before the migration run.