Migrate from FieldEdge to Freshsales

FieldEdge customers map directly to Freshsales Accounts. The customer name becomes Account Name, and the primary business address maps to the Account address fields. We preserve the original FieldEdge customer ID in a custom field for traceability and delta-run de-duplication.

Each primary contact associated with a FieldEdge customer becomes a Freshsales Contact. The contact's name, email, phone, and role map directly. Additional contacts on the same customer create separate Contact records linked to the same Account. They also preserve the original contact ID for future reference.

FieldEdge invoices do not map to a native Freshsales object. We translate them as Deals with custom fields capturing invoice number, total amount, status, and line items. The invoice date becomes the Deal create date, and outstanding balance maps to a custom currency field.

Work orders translate to Freshsales Deal Activities (recorded as Sales Activities with type=Custom) plus a Note containing work-order details, technician assignment, and parts used. The service date becomes the activity timestamp, and work-order status maps to a custom pick-list field on the Deal.

Service agreements require custom fields on the Freshsales Account object (agreement type, start/end dates, coverage scope) and optionally on related Deals for contract renewals. We map the agreement status and recurring revenue amount as custom currency fields. These fields enable your team to track agreement health, renewal timing, and upsell opportunities within the standard Freshsales pipeline view.

FieldEdge users and technicians resolve to Freshsales Users by email match. Dispatch-assigned technicians become Deal owners or are recorded in a custom Technician__c field on the associated Activity. Unmatched technicians are flagged before migration for admin action. This ensures that every service activity reflects the correct technician and supports reporting on technician performance after go‑live.

Invoice line items and parts used on work orders merge into a custom field group on the Freshsales Deal. Parts descriptions and quantities map to a text-area custom field, or to Freshsales Products if product catalog items are present in FieldEdge.

FieldEdge custom fields on customers (industry verticals: HVAC, plumbing, electrical; contract type; service tier) map to Freshsales Account custom fields. Custom field types (pick-list, text, number, date) are preserved type-aware during migration. We also maintain the original field label in a separate note field so administrators can reference the source naming during Freshsales configuration.

File attachments on FieldEdge work orders re-upload to Freshsales Files linked to the corresponding Deal. Image attachments (photos of parts, before/after shots) download and re-host in Freshsales's file storage, respecting the destination file size limits. All files retain their original upload date as a custom field to preserve the historical context of service work.

FieldEdge dispatch logs and route assignments have no direct Freshsales equivalent. We translate them as custom datetime and text fields on the Deal Activity record, preserving technician dispatch time and route identifier for service-history continuity. These custom fields allow your team to query dispatch performance and compare actual versus scheduled service times directly within Freshsales reports.