Migrate from Zuper to Zoho CRM

Zuper Customer maps to a Zoho Account (the company) and a Zoho Contact (the primary person). Zuper stores address and phone on the customer record — the address becomes the Account billing/shipping address; the primary contact name and email become the Contact record linked via Account Name lookup.

Zuper Job maps directly to Zoho Deal. Job name becomes Deal name, amount maps to Deal amount, job status maps to Deal stage via value mapping, and job priority and type migrate as custom fields on the Deal. The associated Zuper Customer becomes the Zoho Account linked to the Deal.

Zuper job line items (parts and services with quantity and price) map to Zoho Products. Each line item becomes a Product record in Zoho — product name, list price, and unit preserved. Line items are then attached to the Deal via Zoho's deal-product relationship.

Zuper custom fields have no direct Zoho equivalents — each must be created in Zoho CRM before migration using the POST /settings/fields API endpoint. We inspect the Zuper field type (text, number, date, picklist, multi-select) and create the matching Zoho field with the corresponding data type and pick-list values where applicable.

Zuper job statuses (e.g., Scheduled, In Progress, Completed, Cancelled) do not match Zoho's default deal stage values (Prospecting, Qualification, etc.). We map each Zuper status to a Zoho stage by your specification — a status with no close semantics (e.g., Cancelled) can map to Closed Lost or a custom stage.

Zuper Teams are groupings of technicians. We resolve each team member to a Zoho User by email match. The team structure itself (which technicians belong to which team) migrates to a custom module in Zoho CRM if your team requires group-based routing — or the team name is preserved as a custom field on the Job/Deal for reference.

Zuper timesheet records map to Zoho Tasks. The task subject records the hours worked, the original timesheet date is preserved as the task due date and created date, and the technician name is stored in a custom task field. This gives your Zoho users a log of all historical labor entries linked to the relevant Job/Deal.

Files attached to Zuper jobs (photos, PDFs, signed documents) are downloaded from Zuper's file storage and re-uploaded to Zoho CRM's Files section linked to the corresponding Deal. Zoho Files supports attachments up to 25 MB per file. We re-create the file name and any original timestamps as file metadata.

Notes on Zuper jobs migrate as Zoho Notes attached to the corresponding Deal. The original note body, note creator, and create timestamp are preserved. Any file attachments referenced in the note are also transferred to Zoho Files and linked to the Deal. Notes are linked to the Deal record via the Zoho Notes module's parent record relationship, ensuring the full context appears in the Deal's activity feed.

Zuper Workflow Builder and Guided Workflows do not have a direct Zoho equivalent and cannot be migrated. These must be rebuilt as Zoho Blueprint multi-step processes and Workflow Rules. We export your Zuper workflow definitions as a structured reference document so your Zoho admin can reproduce the logic in Zoho's automation tools.