Migrate from Field Squared to Freshsales

Field Squared contacts with an assigned account (subcontractor or customer) map to Freshsales Contacts. Unassigned contacts or leads in Field Squared route to Freshsales Leads. The split is configurable — your team chooses which contact status values map to Contact vs. Lead in Freshsales based on your sales-process definition.

Field Squared subcontractors are business entities that perform field work — they map directly to Freshsales Accounts. Subcontractor name maps to Account Name, and any address or contact information on the subcontractor record maps to the corresponding Account fields. Primary contact within the subcontractor links via Account Contact Relationship in Freshsales.

Field Squared work orders are the core operational record — they map to Freshsales Deals. Work order name becomes Deal Name, work order status (e.g., Open, In Progress, Completed, Closed) maps to Freshsales deal stage values, and the estimated or actual duration maps to a custom field on the Deal. Revenue from the work order maps to Deal Amount.

Field Squared line items and materials used in work orders map to Freshsales Products. Each unique material or service line becomes a Product record with its SKU, unit price, and description. During Deal creation, the line items attach as Product Items on the Freshsales Deal.

Field Squared assets (equipment, vehicles, installed products under service contracts) have no native equivalent in Freshsales' standard CRM model. We create a Freshsales Custom Module named 'Assets' with custom fields for asset ID, location, status, make/model, and service contract linkage. This module associates to Accounts and Deals.

Field Squared locations or site records map to address fields on Freshsales Accounts. Multiple service locations associated with a single customer collapse to the primary Account address, with additional locations stored as Account Contact Relationships or address custom fields depending on your configuration.

Field Squared tasks with ScheduledStart and ScheduledEnd timestamps map to Freshsales Sales Activities. Tasks with a single scheduled time map to a Freshsales Task record; tasks spanning a time range map to an Event record. TaskType in Field Squared (e.g., Delivery, Installation, Inspection) maps to the Activity Type pick-list in Freshsales.

Field Squared Documents attached to work orders, tasks, or assets re-upload to Freshsales Files associated with the corresponding Deal, Contact, or custom Asset record. Files are re-hosted to Freshsales' own storage. Large file attachments may be subject to Freshsales file size limits per the destination plan.

Field Squared's 30+ custom field types — including text, numeric, date, checkbox, dropdown, media, and multi-select — each require a corresponding Freshsales custom field. Text fields map directly. Numeric fields map to Freshsales number fields. Dropdowns and multi-select require value-by-value mapping where the pick-list options differ between platforms. Media fields require separate file migration and re-linkage.

Field Squared users and assigned owners resolve to Freshsales users by email match. Unmatched owners are flagged before migration — you either provision them in Freshsales first or assign their records to a fallback user. The Owner field on Deals and Activities resolves via this match so all records land with the correct Freshsales owner from day one.

Field Squared service contracts define recurring work, SLAs, and billing terms. Freshsales has no native service-contract object. We map active contracts to a Freshsales Deal with contract details stored in custom fields, or to a custom Contracts module if your plan supports it. SLA terms and pricing rules are preserved as text custom fields for reference.

Field Squared workflow logic (routing rules, auto-assignment, status triggers, notification sequences) does not migrate. We export your workflow definitions as a structured JSON document so your Freshsales admin can reference the original rules when building Freshsales Workflows. Automations must be rebuilt — we do not offer automation migration as part of the data-only service.