Migrate from Workiz to Zoho CRM

Workiz clients store customer name, phone, email, address, and property data. FlitStack splits this into Zoho CRM Contacts (individual) linked to Accounts (company/property). Client property address becomes the Account billing/shipping address. Primary contact email maps to Contact.Email; additional contacts require relationship mapping.

Workiz jobs are the primary operational record. FlitStack maps them to Zoho CRM Deals (Potentials) with job name as Deal Name, job status mapped to Zoho CRM deal stage, and job total as Deal Amount. Job status values (Unscheduled, Scheduled, In Progress, Completed, Cancelled) map to custom stage values or Zoho CRM standard stages.

Workiz leads convert from the lead management module. FlitStack maps Zoho CRM Lead fields (First Name, Last Name, Email, Phone, Company, Lead Source) directly from Workiz lead data. Lead status in Workiz maps to Zoho CRM Lead Status pick-list. Unconverted Workiz leads land as Zoho CRM Leads without Contact creation.

Workiz estimates contain line items with service descriptions and pricing. FlitStack creates Zoho CRM Quotes linked to Deals for estimates that were sent to clients. Line items become Quote Line Items referencing Zoho CRM Products. Pending estimates without a client association migrate as standalone Quotes.

Workiz invoices with payment status migrate to Zoho CRM Invoice module. Invoice number, date, due date, line items, tax, and total amount map directly. Paid invoices carry the Paid status in Zoho. Unpaid invoices from Workiz with overdue status map to Zoho's Overdue stage.

Workiz technicians are users with scheduling and dispatch roles. FlitStack resolves Workiz user emails against Zoho CRM users by email matching. Each matched technician becomes a Zoho CRM User record. Unmatched technicians are flagged before migration — teams either create Zoho accounts first or assign records to a fallback owner.

Workiz job statuses (Unscheduled, Scheduled, En Route, On Site, Completed, Cancelled) require value-by-value mapping to Zoho CRM deal stages. FlitStack creates a stage mapping table before migration. Probability weights from Workiz job completion rates apply to mapped Zoho stages for accurate forecasting.

Workiz custom fields on jobs (e.g., service type codes, warranty flags, insurance claim IDs) migrate to Zoho CRM custom fields on the Deal module. FlitStack preserves field data type (text, number, date, pick-list) and maps pick-list values value-by-value. Custom fields are created in Zoho before migration using the Settings > Fields API.

Workiz files attached to jobs (photos, signed documents, receipts) migrate to Zoho CRM Attachments linked to the corresponding Deal record. File size limits follow Zoho CRM storage tier. Large files (>25MB per Zoho API limit) are chunked or re-uploaded post-migration with reference links.

Workiz automations (job-status triggers, customer notification rules, tech assignment logic) have no direct Zoho CRM equivalent. Zoho CRM Blueprint handles record-stage automation differently. FlitStack exports Workiz automation definitions as a structured JSON document with trigger conditions and actions for manual Blueprint reconstruction.

Workiz stores call recordings linked to jobs. Zoho CRM has no native call recording storage. FlitStack preserves call metadata (duration, timestamp, caller ID) as Zoho CRM Notes with links to original recording files stored in Zoho CRM Documents. Actual audio files migrate as Attachments on the Deal.

Workiz technician GPS tracking data has no native Zoho CRM equivalent. FlitStack preserves last-known technician location as custom fields on Zoho CRM User records for reference only. Geofencing and real-time dispatch visualization require Zoho FSM or a third-party integration post-migration.