Migrate from Aidoo Mobile to Freshsales

Aidoo Mobile Customers map directly to Freshsales Accounts. The Account's billing address fields absorb the Aidoo Mobile customer address. If the Aidoo Mobile Customer has multiple Site records, only the primary site address goes to Account.BillingAddress; secondary sites become custom address fields or Notes attachments.

Aidoo Mobile stores a primary contact name on the Customer record alongside separate Site Contact records. We create one Freshsales Contact per unique person, deduplicating by email. If the same contact appears across multiple Aidoo Mobile Sites, the Contact is linked to the primary Account and related to additional Account records via Account Contact Relationships.

Aidoo Mobile Sites hold service-location addresses distinct from the Customer's billing address. Freshsales Accounts store one billing address and one shipping address natively. For multi-site customers, we attach additional addresses as a custom multi-line text field (Site_Addresses__c) or as Notes with a site-name tag.

Aidoo Mobile Jobs are the core transactional record and map to Freshsales Deals. The job's service type maps to a custom field (Job_Service_Type__c) on the Deal so you can report by service category. Job status values (Scheduled, In Progress, Completed) are value-mapped to Freshsales deal stage names you configure in the Freshsales pipeline.

Each Aidoo Mobile Job completion generates a Sales Activity record in Freshsales (Type = 'Custom Activity') to preserve the service record with original completion date, technician assigned, and job-type metadata. This keeps the service history intact without inflating your deal count.

Aidoo Mobile Field Workers are matched to Freshsales Users by email address. Unmatched Field Workers are flagged pre-migration so you can invite them to Freshsales or assign their records to a fallback owner. The Field Worker's Aidoo Mobile role (e.g., Technician, Dispatcher) is preserved in a custom field (Field_Worker_Role__c) on the linked User record.

Aidoo Mobile job attachments (photos, signatures, work orders) are downloaded and re-uploaded to Freshsales Files linked to the corresponding Deal. File size limits (Freshsales caps at 25MB per file on most plans) are respected during the re-upload. If an attachment exceeds the limit, we split the file or store a link to your cloud storage, preserving the original file name and upload timestamp.

Any custom properties on Aidoo Mobile Customers that have no direct Freshsales Account equivalent are created as custom fields on the Account object. Field type is matched as closely as possible: Aidoo Mobile text fields become Freshsales Text fields; pick-list values become Picklist fields with the original values re-created.

Aidoo Mobile job-level custom fields (e.g., equipment serial number, parts used, service-notes) map to custom Deal fields in Freshsales. On Growth plans the custom field limit is 10; Pro and Enterprise allow 100 and 300 respectively — we flag any excess before migration runs.

Aidoo Mobile job priority levels (Critical, High, Normal, Low) are preserved as a custom pick-list field (Job_Priority__c) on the Freshsales Deal. If you are on Freshsales Pro or Enterprise you can alternatively use the native Priority field on Tasks linked to the Deal.

Aidoo Mobile's shift-scheduling rules, technician availability windows, and route-assignment logic are FSM-specific automations with no Freshsales equivalent. We export the rule definitions as a JSON reference file your admin can use when rebuilding dispatch workflows in a scheduling tool integrated with Freshsales.