Migrate from Fieldmagic to Freshsales

Fieldmagic Customers map directly to Freshsales Accounts. The primary business name, industry, annual revenue, and employee count carry over. Fieldmagic's default Customer flag for billing becomes the primary Account. Multi-site customers require the primary site address as the Account address; additional sites become a custom Site_Location__c custom module.

Fieldmagic Sites have independent addresses, contact lists, and asset assignments. Freshsales Accounts have one primary address. We create a Site_Location__c custom module linked to Account that holds site name, full address, site type, and the primary contact at each location. Multi-site customers get one Site_Location__c record per site.

Fieldmagic Contacts map 1:1 to Freshsales Contacts when associated with a Customer. First name, last name, email, phone, mobile, job title, and address fields map directly. Contacts without a Customer association are assessed for lead status and may route to Freshsales Lead records based on your defined lead-scoring criteria.

Fieldmagic Jobs map to Freshsales Deals. Job name becomes the Deal name, quoted amount maps to Deal amount, job status maps to Deal stage, and close date maps to the expected close date. Scheduling metadata — assigned technician, scheduled start and end times, job type — migrates as custom fields (Job_Type__c, Technician__c, Scheduled_Start__c, Scheduled_End__c).

Fieldmagic job statuses (New, Scheduled, In Progress, Completed, Invoiced, Cancelled) map to Freshsales deal stage values. The mapping is value-by-value: Completed maps to Closed Won, Cancelled maps to Closed Lost, In Progress maps to your in-negotiation stage, and so on. Your Freshsales admin pre-defines stages before migration.

Fieldmagic Asset Types define the category of equipment (e.g., HVAC Unit, Lift, Generator). We create a custom Asset__c module in Freshsales. Each Asset Type becomes a pick-list value in a Type__c field on the Asset__c custom module. Asset Types also serve as a template for individual asset records migrated under them.

Individual Fieldmagic Assets — with serial number, make/model, installation date, and maintenance status — migrate as records in the Freshsales Asset__c custom module. Each Asset links to its Site_Location__c record and its associated Account. Maintenance history is stored in a custom Activity__c custom module linked to Asset__c.

Fieldmagic Quotes with line items, contract pricing, and T&M rates migrate to a Quote__c custom module linked to the corresponding Deal in Freshsales. Quote line items are stored in a Quote_Line_Item__c custom module. Quote status (Draft, Sent, Accepted, Rejected) becomes a custom pick-list. For full CPQ functionality the Freshsales CPQ add-on is required.

Fieldmagic job checklists and technician notes attach to the corresponding Deal as Freshsales Tasks (for checklist items) and Notes (for narrative notes). Photos are downloaded and re-uploaded as Freshsales Files linked to the Deal record. Original timestamps and technician names are preserved in task/Note metadata.

Fieldmagic Users (both office staff and field technicians) are matched to Freshsales Users by email address. Unmatched users are flagged before migration so you can create their Freshsales accounts first. Technician records that exist only for mobile access (no CRM license needed) are noted as inactive users post-migration.

Fieldmagic's native integrations with Xero, QuickBooks, and MYOB for billing and accounting have no equivalent in Freshsales. These connections must be rebuilt separately. Freshsales supports integrations with Xero and QuickBooks via the Freshworks Marketplace or Zapier. Your accounting integrations should be reconfigured post-migration.