Migrate from Field service software to Freshsales

FSM customer contacts with name, email, phone, job title, and address map directly to Freshsales Contacts via field-to-field mapping. Multi-contact households in FSM collapse to a single Freshsales Contact record to avoid duplication. FSM contact custom fields migrate as Freshsales custom fields on the Contact object, preserving all additional attributes such as preferred contact method, department, or service tier.

FSM company records map to Freshsales Accounts. Account name, industry, employee count, annual revenue, and website URL map directly. Parent-company hierarchies in FSM map to Freshsales Account hierarchy via the Parent Account lookup. Billing address and shipping address from FSM map to Freshsales Account address fields.

FSM work orders map to Freshsales Deals when the migration uses the standard object model. The FSM work order type (repair, installation, maintenance) maps to a Deal Type field on the Freshsales Deal. Work order status (Scheduled, In Progress, Completed, Cancelled) maps to Freshsales deal stage values via value mapping. The FSM assigned technician resolves to the Freshsales Deal Owner by email match.

On Freshsales Pro or Enterprise plans, a custom work_orders module captures FSM work orders with full field fidelity — work order number, type, priority, site location, scheduled date, completed date, and technician — without crowding the standard Deal object. The custom module requires schema creation in Freshsales before migration. FlitStack delivers the module definition as part of the pre-migration plan.

FSM assets with serial number, make/model, install date, warranty expiry, and customer link map to Freshsales Products. The FSM asset status (Active, Under Repair, Retired) maps to a custom field on the Product record. For FSM assets linked to a specific customer site, the Product record links to the Account representing that service location.

FSM assets with extensive maintenance history, parts replaced, and condition notes benefit from a dedicated custom assets module in Freshsales. This preserves asset-specific fields that don't fit cleanly on a Product record. The custom module links to the Account representing the asset's service site and to the Contact who owns the asset.

FSM service locations (sites with address, site name, and site-specific notes) map to Freshsales Accounts, using the location's primary contact as the Account's billing or shipping contact. If the FSM location has multiple service contacts, additional FSM contacts attach as Freshsales Contacts linked to the same Account.

FSM technicians are not users in Freshsales. The migration creates a custom technicians module or maps technician name to a custom Agent_Name__c field on the Work Order Deal record. Active FSM technicians are matched by email to Freshsales Users so that Deal ownership reflects the assigned technician.

FSM service contracts with start date, end date, SLA terms, and covered assets map to Freshsales Deals with a Deal Type of 'Contract'. Contract value maps to Deal Amount. SLA response-time fields migrate as custom fields on the Deal. Recurring contract renewals are represented as linked Deals or as a custom contracts module on Enterprise plans.

FSM work order notes, technician comments, and parts used map to Freshsales Tasks (for action items) and Notes (for free-text entries). Each Task or Note links to the parent Deal representing the work order. Original timestamps and technician attribution are preserved as custom fields on the Task or Note.

FSM products and parts catalog entries map directly to Freshsales Products with all standard fields transferred. Product name, SKU, unit price, product description, and category information transfer as-is. Inventory quantity fields in FSM map to Freshsales Product stock-keeping unit fields or custom quantity fields. Part relationships to work orders become Deal Product line items during migration.

FSM custom objects — inspection checklists, safety forms, warranty claims — map to Freshsales custom modules. Custom module creation is available on Freshsales Pro and Enterprise plans. The migration plan identifies all FSM custom object schemas and delivers the equivalent Freshsales custom module definitions before data load.