Migrate from Fergus to Freshsales

Fergus Client maps to Freshsales Contact. The contact's name, email, phone, and address fields transfer directly. Fergus Clients without an email map but will be flagged for duplicate-checking in Freshsales before insertion. Primary Site address migrates as the Contact address.

Fergus Client business name (when the client is a company) maps to a Freshsales Account record created alongside the Contact. If the Client record is a person without a company name, the Account is created from the client's display name for organizational grouping. This is a 1:1 mapping — no automatic account merging unless the business name is an exact duplicate.

Fergus Site is a physical location attached to a Client — it has an address, site name, and site-specific notes. Each Site becomes a Freshsales Account record with the site address as the primary address. The original Client-Client relationship is preserved via Account Contact Relationship in Freshsales, so the contact still links to multiple site accounts.

Fergus Job maps to a Freshsales Deal. Job name, description, status, scheduled date, assigned staff, and total value transfer. Job phases map to Freshsales Deal Activities or notes for historical phase context. Job status (Draft, In Progress, Completed, Invoiced) routes to Freshsales Deal Stage values. Completed Fergus Jobs map to Closed Won; Cancelled jobs to Closed Lost.

Fergus Job Phases (a sub-record of a Job, tracking work stages with start/end dates and completion status) have no direct Freshsales equivalent. Phase names and completion status migrate as a JSON custom field on the Deal or as a note attachment. Phase-by-phase history is preserved but requires Freshsales-side reporting logic to visualize.

Fergus Quote is a priced proposal with line items, quantities, and terms. On Freshsales Pro+, Deals support Products and Line Items as the quote equivalent. We map Quote line items to Deal Products with quantity and unit price. Quote status (Sent, Accepted, Rejected) is recorded on the Deal for pipeline tracking. Quotes without a corresponding Job are pre-sale proposals in Freshsales pipeline terms.

Fergus Invoice is a financial record with line items, tax, payment status, and allocation. Freshsales has no native invoicing object at the CRM tier. We preserve Invoice data (number, date, total, status, line items) as a Freshsales Custom Object. Invoice PDF attachments are stored as Freshsales Files linked to the custom object. Accounting reconciliation must happen in an integrated accounting tool post-migration.

Fergus Asset tracks equipment, serial numbers, warranty status, and location (site). Freshsales has no standard Asset object at the CRM level. We create a custom object in Freshsales (Pro+ or Enterprise required for custom modules) to hold asset records linked to Account or Contact. Asset location maps to the corresponding Account Site record. Warranty dates and serial numbers migrate as custom fields on the asset record.

Fergus Supplier is a vendor record used in job material sourcing. Freshsales Accounts can serve as vendor records alongside customer accounts. We map Supplier to Account with a vendor-type custom field flag. Supplier contact details transfer as Account contacts. Material links between Jobs and Suppliers require custom field mapping or junction objects in Freshsales.

Fergus Tasks attached to Jobs (internal checklist items) map to Freshsales Tasks linked to the corresponding Deal. Task subject, due date, assignee, and completion status transfer. Fergus task comments map as Task comments or notes in Freshsales. Staff assignment resolves via email match to Freshsales users.

Fergus Pricing Tiers let businesses assign customer-specific pricing rates for materials and labor. Freshsales has no native pricing tier concept. We map the assigned tier name to a custom picklist field on Contact and Account. Material-specific pricing from Fergus supplier rules does not transfer — that logic must be rebuilt in Freshsales product pricing or as custom fields.

Fergus Users (staff members with login access) resolve to Freshsales Users by email match. Active Fergus users get matched; inactive or role-only accounts (no login) are assigned to a fallback Freshsales user or flagged for admin review. Owner resolution is verified before migration runs to prevent orphaned Deal and Contact records.