Migrate from Uptick to Zoho CRM

Uptick Accounts (customer organizations) map directly to Zoho CRM Accounts. Account-level custom fields (e.g., account type, jurisdiction) migrate to Zoho custom fields on the Accounts module. Parent-account hierarchies use Zoho's Parent Account lookup to preserve organizational structure.

Uptick Contacts (primary site contacts and billing contacts) map to Zoho CRM Contacts. Multiple contact roles per account are supported via Zoho's Contact Role on Deals. Email, phone, job title, and address fields map field-for-field without transformation.

Uptick Assets (fire extinguishers, suppression systems, alarm panels) have no native Zoho CRM equivalent. We create a custom Assets module in Zoho with lookup links to the Accounts module. Asset Type maps to a pick-list field; Variant maps to a sub-type pick-list. Inspection frequency and last-service-date fields carry over as custom date fields.

Uptick Asset Types (e.g., Fire Extinguisher, Wet Riser, Emergency Light) map value-by-value to the custom Asset_Type pick-list in the Zoho Assets module. Each value is reviewed for exact match against Zoho's pick-list configuration before migration.

Uptick Jobs (completed service visits, inspections, repairs) map to Zoho CRM Tasks with a custom Job Status pick-list and Technician lookup field. Job type (Inspection, Repair, Callout) maps to the Task Subject prefix. Resolution notes migrate to the Task Description field. Timestamps preserved as custom datetime fields.

Uptick Quotes merge into Zoho CRM Quotes linked to Deals. The Quote header (customer, date, validity) maps to the Zoho Quote. Line items (products and labour) map to Zoho Quote Line Items. The Quote total and status (Draft, Sent, Accepted) migrate to associated Deal custom fields.

Uptick Products with types Material, Labour, Equipment, Subcontracted, and Expense map to Zoho Products. Supplier information becomes the Vendor lookup in Zoho. Cost Price and Default Sell Price map to the respective Zoho Product fields. Unit of Measure maps to the Unit field.

Uptick attachments on Assets (inspection certificates, photos) and Jobs (service reports, signatures) re-upload to Zoho CRM Attachments on the corresponding record. File size limits per Zoho (25MB per file) are enforced. Inline images extracted and rehosted as Zoho Docs.

Uptick users and technicians are matched to Zoho CRM Users by email address. Unmatched users are flagged before migration — the team either creates Zoho users or assigns records to a fallback owner. Field-staff users may become Team Users in Zoho for reduced-cost access to job-related modules only.

Uptick custom properties on accounts (e.g., Account Classification, Regulatory Region) require custom fields in Zoho. We create these via the Zoho CRM Settings > Fields API before data migration. Pick-list custom fields use Zoho pick-lists with identical value sets.

Uptick asset-level custom fields (e.g., Last Hydro Test Date, Agent Type, Pressure Reading) map to custom fields on the Zoho Assets custom module. Multi-select fields (e.g., applicable standards) become Zoho multi-select pick-lists for full fidelity.