Migrate from Field Service Trakker to Freshsales

Field Service Trakker customers map directly to Freshsales Accounts. Company name, address, phone, and billing information transfer as Account fields. Parent-child customer hierarchies map to Freshsales' account hierarchy structure. We also ensure that any custom fields defined on the Customer record, such as industry classification or tax identification, are recreated as custom fields on the Account to preserve data fidelity.

Customer-facing contacts from Field Service Trakker map to Freshsales Contacts. Each contact links to a parent Account via the AccountId lookup. Multiple contacts per customer collapse to one primary contact relationship with additional contacts as related records. We also deduplicate contacts by email address and flag any duplicates for review before insertion into Freshsales.

Work orders become Freshsales Deals. Work order number maps to Deal name. Job value or estimated amount maps to Deal amount. Service type, priority, and status migrate as custom fields. Original work order dates (created, scheduled, completed) preserve as custom datetime fields.

Multiple line items on a Field Service Trakker work order merge into Freshsales Deal Line Items. Each service or product performed maps to a Product record linked to the Deal. Unit price and quantity transfer; bundle or package services may require decomposition.

Field Service Trakker technicians resolve by email match to Freshsales users. Unmatched technicians flagged before migration. Technician role (master, journeyman, apprentice) migrates as a custom pick-list field on the Deal record to preserve skill assignment data. If a role value lacks a corresponding pick-list option in Freshsales, we create the option and map it accordingly to ensure complete skill representation.

Freshsales has no native asset management object. Equipment records from Field Service Trakker (model, serial number, install date, last service) create as custom fields on the parent Account. Multiple assets per customer create as a repeatable custom field group or related list via Freshsales custom object.

Service site addresses from Field Service Trakker map to Account shipping address fields. If multiple service locations exist per customer, the primary site becomes the account address and additional locations store as custom address fields or a related custom object.

Phone call logs from Field Service Trakker migrate as Freshsales Sales Activities with Type='Phone Call'. Call duration, direction (inbound/outbound), and outcome map to Freshsales activity fields. Original timestamps and owner assignments preserve throughout. If the call log includes notes or recordings, we attach them as Freshsales Files linked to the activity record for complete context.

Email threads from Field Service Trakker migrate as Freshsales Sales Activities with Type='Email'. Subject, body content, and timestamp transfer. Attachments re-upload to Freshsales Files and link to the activity record. We also map email flags such as 'read' or 'archived' to Freshsales activity properties, ensuring the original communication state is preserved.

Free-text notes on work orders map to Freshsales Notes attached to the corresponding Deal record. Note create date preserves as a custom field if the native created date is overwritten at migration time. We also retain any tags or categories from the original note as Freshsales note tags, preserving organizational context.

Freshsales does not have native invoicing on standard plans. Invoice records migrate as a custom object linked to the Deal, or as a Note reference with invoice amount, date, and status stored as custom fields. Billing logic requires Freshsales Suite or an external accounting tool.

Field Service Trakker custom fields on any standard object create as Freshsales custom fields with appropriate types (text, number, pick-list, date, checkbox). Custom objects in Field Service Trakker map to Freshsales custom objects using the Freshworks developer API entity storage.