Migrate from ServicePower HUB to Zoho CRM

ServicePower Work Orders map directly to Zoho CRM Deals. The work_order_number maps to Deal Name; work_order_status maps to Deal Stage via value-by-value mapping (e.g., 'Open' → 'Qualification', 'Completed' → 'Closed Won'). Original ServicePower work order ID is stored as a custom field for traceability.

ServicePower Customer is a combined company-contact record. It splits into Zoho CRM Account (company name, address, industry) and one primary Contact (name, email, phone, job title). If the Customer has multiple named contacts, additional Contact records are created and linked to the same Account.

ServicePower Schedule records represent technician appointments linked to work orders. Each Schedule splits into one Zoho CRM Task (technician assignment, status, date) and optionally one Event (if the schedule has a defined start and end time for calendar display). The parent work order ID is preserved as a lookup custom field on both.

ServicePower Parts list entries (part number, description, unit cost, quantity) map to Zoho CRM Products. Part number maps to Product Code; description maps to Product Description; unit_cost maps to Unit Price. Quantity-on-hand and reorder-level fields map to Zoho custom fields if those values are tracked in ServicePower.

ServicePower Quotes (service agreements, service contracts, or pre-job estimates) map to Zoho CRM Quotes. Quote status maps to Zoho Quote Stage via value mapping. Line items map to Quoted Items; total maps to Grand Total. If ServicePower stores recurring billing terms, those map to custom fields in the Quote.

ServicePower Invoices (post-job billing records) map to Zoho CRM Invoices. Invoice number maps to Invoice Number; status maps to Invoice Status; due date and payment terms map to their Zoho equivalents. Unpaid invoices generate a Zoho Task as a follow-up reminder with the invoice number and outstanding amount in the task description.

ServicePower Technicians map to Zoho CRM Users via email match. Unmatched technicians are flagged before migration — your Zoho admin creates those user accounts first. Role and profile assignment in Zoho is a post-migration step documented in the migration plan. Deactivated ServicePower technicians map to Zoho users with inactive status if record history must be preserved.

ServicePower Notes attached to Work Orders or Customers map to Zoho CRM Notes linked to the corresponding Deal or Account/Contact. The note title maps to Note Title; the body maps to Note Content. Original timestamps and the creating technician ID are preserved as custom fields on the Note.

ServicePower custom properties on Work Orders (e.g., warranty_type, repair_code, service_level_agreement, root_cause_code) have no direct Zoho equivalent and must be created as custom fields on the Deal module. FlitStack exports the full property metadata — field name, data type, and picklist values — as a rebuild reference for your Zoho admin to create before the full migration run.

ServicePower custom properties on Customer records (e.g., credit_limit, preferred_payment_method, contract_start_date) require Zoho Account custom fields to be created in advance. We extract the property schema from ServicePower and deliver it as a Zoho field-creation checklist so your admin pre-builds the schema before data lands.

File attachments on ServicePower Work Orders (photos, signed forms, inspection reports) are downloaded and re-uploaded to Zoho CRM as Attachments on the corresponding Deal record. File size limits from Zoho CRM apply (25MB per file); files exceeding this limit are flagged for manual download instructions. Inline images in notes are extracted and re-hosted as Zoho Attachments.

ServicePower's integrated payment processing configuration (Payment Pro, COD payment settings) has no Zoho CRM equivalent at the CRM level. Payment processing must be reconfigured separately in Zoho (Zoho Invoice + Zoho Payment Gateway, or a third-party payment integration). We export the ServicePower payment config settings as a reference document for your Zoho admin.