Migrate from Zoho FSM to monday CRM

Zoho FSM Contacts map directly to Monday CRM's Contacts board. Each contact carries name, email, phone, job title, and address fields. The primary Company link in Zoho becomes an Organization lookup via a Connect Boards column or a link-to-item formula.

Zoho FSM Companies map directly to Monday CRM Organizations. Standard fields including industry, website URL, employee count, and annual revenue migrate as custom columns on the Organizations board. Parent-company hierarchies in Zoho, where a Company can have a parent Company lookup, require a separate Parent Organization link column in Monday CRM using Connect Boards to establish the recursive organizational structure.

Zoho FSM Work Orders are the primary entity migrating to Monday CRM Deals. Work order number becomes the Deal name, amount maps to monetary value, priority and stage become status/dropdown columns. The primary Contact link becomes a connected Contact item.

Zoho FSM Requests split by their status at migration time: open Requests that have not yet converted to a Work Order become Monday CRM Leads in a separate Leads board; Requests that already converted to Work Orders are handled entirely by the Work Order mapping logic and do not create duplicate Lead records. The status check happens dynamically during the migration run to ensure correct routing.

Service Appointments in Zoho FSM become subitems under their parent Work Order Deal in Monday CRM. Each subitem stores appointment date, time slot, assigned technician via a Person column, and trip status in a dropdown column. For multi-day appointments spanning multiple visits, FlitStack creates one subitem per visit day, preserving the chronological appointment history under the parent Deal item.

Zoho FSM Estimates migrate as Monday CRM Deals with the same monetary value, using the Estimate number as the Deal name for traceability. Line items from the Estimate — both Service line items and Part line items — map to Monday CRM Products and attach to the Deal as subitems or through deal-line columns. Tax configuration from Zoho Estimates requires manual setup in Monday CRM's quote generation settings.

Zoho FSM Assets migrate as individual items in a dedicated Monday CRM Assets board. Each asset item contains asset name, serial number, asset tag, and linked Contact information as columns. The asset-to-location relationship maps to a Connect Boards column pointing to the Organization board, maintaining the service location link from Zoho FSM. Asset status values migrate via value mapping to corresponding Monday dropdown options.

Zoho FSM Services and Parts catalog items map to Monday CRM Products with name, SKU, unit price, and category preserved. Each catalog item in Zoho may have associated service tasks or parts that become subitems or custom columns on the corresponding Product item in Monday CRM. Product images from Zoho FSM download and re-upload to Monday's file storage attached to the Product item.

Zoho FSM Skills (technician competencies) and Territory assignments have no native equivalent in Monday CRM's default schema. We preserve both as multi-select dropdown column options on a dedicated Technicians board. Skills map to one dropdown column and Territory assignments map to another, with the Technicians board linked to the Service Appointments board via Connect Boards columns for assignment lookups.

Zoho FSM's 180-day timeline entries per record migrate as Monday CRM Updates on the corresponding board item. Each update entry preserves the original timestamp from Zoho FSM and the actor (user) who created the timeline event. This metadata is embedded within the update text so the full context of each historical event is retained in Monday CRM's activity stream for audit and reference purposes.

Files attached to Work Orders, Service Appointments, and Estimates in Zoho FSM are downloaded from Zoho's file storage during the migration process. Each file is re-uploaded to Monday CRM's file storage and attached to the corresponding migrated item or subitem. File names and upload timestamps are preserved. Any file type supported by Monday CRM's upload limits migrates successfully; oversized files are flagged for manual handling.

Zoho FSM workflow rules, time-based triggers, field-update rules, and Blueprint stage flows do not have a direct equivalent in Monday CRM's automation system. We export the complete workflow definitions as a structured JSON specification document listing every rule, trigger condition, action, and execution order. Your Monday admin uses this document as a rebuild reference to recreate equivalent automation recipes in Monday's automation builder.