Migrate from Fieldproxy to Freshsales

Fieldproxy Jobs are the core operational record — all job data (status, type, priority, scheduled dates, description) maps into Freshsales Deal fields. Job number becomes the Deal Name or a custom field for traceability. Freshsales does not have a native work-order type, so job_type maps to a custom pick-list field or Deal Stage logic.

Fieldproxy Customers map directly to Freshsales Accounts. Business name, industry, annual revenue, employee count, and billing address transfer directly to the corresponding Account fields. If Fieldproxy stores multiple branches under one customer, the hierarchical structure replicates in Freshsales using the Parent Account field or via territory segmentation, depending on your Freshsales plan tier.

Fieldproxy Contacts map 1:1 to Freshsales Contacts — first name, last name, email, phone, job title, and address fields migrate directly. Contact lifecycle stages in Freshsales (New Lead, Open, Won, Closed Lost) are set based on the associated job history or initialized to a default value chosen during discovery.

Fieldproxy Technicians resolve to Freshsales Users by email match. Technician role and skill set map to Freshsales User fields or a custom skill-set field. If a technician does not have a Freshsales user account, we flag the record for your admin to invite them or assign to a fallback owner before the migration runs.

Fieldproxy Locations associated with a Customer map to the Account's address fields in Freshsales. For multi-location setups where each branch is a separate operational entity, we map each location to its own Freshsales Account with a parent reference back to the primary customer Account.

Fieldproxy custom fields on any object create as Freshsales custom fields on the corresponding object. Some Fieldproxy custom fields with complex data types (arrays, nested objects from custom integrations) may require transformation to flattened text or multi-select pick-lists in Freshsales, flagged during the mapping phase.

Fieldproxy Line Items attached to Jobs split into two Freshsales constructs: Products (for the service or parts catalog) and Deal Line Items (quantity × unit price on the Deal). Part numbers, descriptions, and tax rates map value-by-value; discount fields use a custom discount field on the line item record.

Fieldproxy job statuses (Scheduled, In Progress, Completed, Cancelled, On Hold) have no direct Freshsales equivalent — Deals use StageName pick-list values. We map each Fieldproxy job status to a Freshsales deal stage name. Stage probability and forecast category re-applied per Freshsales pipeline configuration. The original Fieldproxy status label preserved in a custom field for audit continuity.

Fieldproxy file attachments (photos, signed forms, inspection reports) migrate as Freshsales Attachments on the corresponding Deal or Contact record. File size limits per Freshsales plan apply — we surface any files exceeding the limit for manual handling before the migration runs.

Fieldproxy automations — job assignment rules, customer notification triggers, inventory auto-decrement, scheduling rules — do not migrate. Freshsales workflow builder uses different trigger models. We export your Fieldproxy workflow definitions as a structured reference document so your Freshsales admin can rebuild the logic step-by-step in Freshsales' automation builder.

Fieldproxy's custom webhook integrations and API-based connections to third-party tools do not transfer. Freshsales provides its own REST API and webhook system with different endpoint patterns. We document each Fieldproxy integration endpoint and deliver a mapping plan to your development team for rebuilding against Freshsales' API.

Fieldproxy customer signatures captured on jobs migrate as file attachments on the corresponding Freshsales Deal record. Signature images are downloaded from Fieldproxy and re-uploaded to Freshsales Files, retaining the original capture timestamp as metadata. This preserves the signed authorization proof for audit trails and compliance records in Freshsales.