Migrate from Texada Software to Zoho CRM

Texada customers (companies + billing contacts) split into Zoho Accounts for the business entity and Zoho Contacts for the primary billing and operational contacts. Customer hierarchy (parent/child customer relationships) maps to Zoho Account ParentId for multi-branch setups. This ensures that branch-level reporting remains accurate after migration.

Texada contracts from /get/contract/ become Zoho Deals with a custom Equipment_Rental deal type. Contract number, billing frequency, return calendar, and contract-start/end dates are custom fields on the Deal. The Texada contract detail lines (products on contract) become Deal Line Items with custom fields for rental rate and billing cycle.

Texada asset records from the Fleet/Rental module include serial number, condition code, tag type, and current location — none of which have Zoho native equivalents. FlitStack creates a custom Equipment_Asset__c module with custom fields for Serial_Number__c, Condition_Code__c, Tag_Type__c, and Current_Location__c. Each asset links to the Zoho Account that owns or rents it.

Texada service work orders map to Zoho Tasks linked to the parent Zoho Account, with Case records created for work orders that have SLA commitments. Work order number becomes External_WO_ID__c on the Task. Labor special pricing, parts used, and service-agreement linkage are stored as Notes or custom multi-select fields.

Texada service agreements (contractual SLA terms, entitlement rules) become a custom Service_Agreement__c module with fields for Agreement_Type__c, Start_Date__c, End_Date__c, and Billable_Hours_Limit__c. Active agreements link to the related Account and Equipment_Asset__c records. Each agreement also references the associated Case records to enforce SLA response commitments, ensuring that service entitlements are tracked within Zoho's case management workflow.

Texada product catalog entries (OEM parts, equipment models, consumables) map 1:1 to Zoho Products with Name, SKU, Unit_Price, and Product_Code fields. The vendor-parts catalog link is preserved as a lookup to the Vendor record in Zoho. Additionally, any custom pricing tiers or volume discounts defined in Texada are stored as custom price book entries linked to the product record, enabling accurate rental-rate replication in Zoho.

Texada vendor records from the parts and procurement module map directly to Zoho Vendors. Vendor name, contact info, and GL account mapping from Texada's chart-of-accounts export are preserved in the Vendor record and as a GL_Account__c custom field. Vendor payment terms and default currency are also imported as custom fields to maintain consistent procurement workflows in Zoho.

Texada iQuote records (sales quotes for equipment and parts) migrate as Zoho Quotes linked to the relevant Account and Deal. Line items carry over with product SKU, quantity, and pricing. Quote expiry dates and approval status are stored as custom fields since Zoho Quotes natively track those.

Texada's general ledger chart-of-accounts is an accounting construct with no Zoho CRM equivalent. FlitStack exports the full chart-of-accounts as a reference CSV so your Zoho Books administrator (or accounting team) can recreate account mappings in Zoho Books if accounting integration is part of your post-migration scope.

Texada activity history associated with work orders and customer contacts migrates as Zoho Tasks (calls, emails) and Zoho Events (meetings) linked to the parent Account or Contact. Original timestamps and owner attribution are preserved. Activity type (service dispatch vs. sales call) is stored as a custom Activity_Type__c pick-list.

Texada invoices and AR cash receipts are accounting records with no Zoho CRM equivalent. Cycle-billing configuration migrates as a reference document for Zoho Books setup; the invoice data itself is exported as a CSV so AR can be re-created in Zoho Books or another accounting tool.

Texada operator accounts (service technicians, dispatchers, sales staff) are matched to Zoho CRM Users by email address. Texada system roles (technician, manager, admin) are preserved as Zoho CRM Profiles and Role hierarchy entries post-migration. Any role-specific permissions or branch-level restrictions are documented in a role-mapping matrix to assist Zoho admins during configuration.