Migrate from FieldPro to Freshsales

FieldPro Customers map directly to Freshsales Accounts. The Customer name becomes Account Name. Customer address, phone, and domain fields map to Freshsales Account Address, Phone, and Website fields. Parent-child customer hierarchies in FieldPro map to Freshsales Parent Account relationships. Custom fields on FieldPro Customers (outlet tier, compliance status, distributor code) migrate as Freshsales Account custom fields with field type parity maintained.

FieldPro Contacts map to Freshsales Contacts associated with the target Account. First name, last name, email, phone, and title map directly. Multiple contacts per customer in FieldPro become separate Contact records linked to the same Account in Freshsales. The contact-to-account relationship resolves via Account ID lookup after Account migration completes. All standard Contact fields migrate with direct mapping applied.

FieldPro Customers marked as prospects or unqualified leads split into Freshsales Lead records. Once a Lead converts in Freshsales, it creates an Account and Contact automatically. This split lets your team decide on the lead conversion mapping during schema setup. Any lifecycle stage values from FieldPro map to Freshsales Lead Status pick-list. Your team configures the conversion workflow based on your sales process.

FieldPro Orders and Invoices become Freshsales Deals. The order total maps to Deal Amount. Order date maps to Close Date. The FieldPro customer becomes the linked Account. Line items from orders map to Deal Product line items if the Freshsales Product Catalog is populated with migrated products.

FieldPro Products with SKU, name, description, and unit price map to Freshsales Products. Pricing tiers in FieldPro require individual Product records in Freshsales with separate price book entries. Products without SKUs use the product name as the primary identifier. Freshsales custom fields on Products (distributor tier, category tags) map with field type parity maintained from FieldPro.

FieldPro Field Employees with CRM-relevant responsibilities migrate as Freshsales Users. Ownership of Accounts, Contacts, and Deals resolves via email matching — if a FieldPro employee email matches a Freshsales User, records assign automatically. Unmatched employees create a pending User invitation before migration commits.

FieldPro Locations with geo-coordinates, outlet codes, and store-level attributes become Freshsales Account custom fields (e.g., Outlet_Code__c, GPS_Latitude__c, GPS_Longitude__c). The parent Account holds the outlet-level data. Route assignment data from FieldPro stores as a custom multi-select or text field for reference.

FieldPro Visit Logs with timestamps, visit type, and duration become Freshsales Tasks (for completed visits) or Events (for scheduled visits). The related Account and Contact link via Freshsales association. GPS and photo attachment metadata stores as custom text fields — Freshsales does not host field service media natively.

FieldPro Route configurations have no Freshsales native equivalent. We export route definitions as a structured reference file. Your Freshsales admin recreates routes using Freshsales Territory Management (Pro plan) or as a custom object with route-day assignments. Route efficiency data from FieldPro stores as historical reference custom fields on the relevant User record.

FieldPro custom fields on Customers (e.g., outlet tier, compliance status, distributor code) migrate as Freshsales Account custom fields. Field type parity is maintained: pick-lists map to Freshsales pick-lists, dates to date fields, numbers to number fields. Custom field creation happens before migration so the import maps correctly.

FieldPro product custom fields (e.g., distributor tier, min order qty, category tags) migrate as Freshsales Product custom fields. Freshsales Product records accept custom fields at the product level, which then appear in Deal line items. FieldPro product attachments are downloaded and re-hosted as Freshsales Product file attachments.

FieldPro work orders and tasks that represent sales-related activities (not field service tasks) map to Freshsales Tasks with subject, status, priority, and due date. Owner resolves by email match to Freshsales User. Completed tasks preserve the original FieldPro completion timestamp as a custom datetime field.