Migrate from Handyman to Freshsales

Handyman Customer records map directly to Freshsales Contacts. Each Customer's full name, email, phone, and address fields transfer as corresponding Freshsales Contact fields. Original create date preserved in a custom datetime field since Freshsales CreatedDate reflects migration time. Additionally, a custom field (Original_Create_Date__c) stores the original creation timestamp, while Source_System_ID__c holds the Handyman record ID for duplicate detection during future delta syncs.

Handyman Customers with a business name or company affiliation merge into Freshsales Accounts alongside the Contact record. The Account stores business-level data (company name, industry, website) while the Contact stores person-level data. If no company name exists in Handyman, the Account is created from the Customer's full name.

Handyman Job records map to Freshsales Deals. Job name becomes Deal name, job status maps to Freshsales Deal stage, and job total amount transfers to the Deal Amount field. Pipeline stages in Freshsales represent job workflow states — mapping is defined per status value before migration runs.

Job completion notes, technician comments, and job description text migrate as Freshsales Sales Activities of type 'Custom' attached to the corresponding Deal. Original job completion timestamp is preserved as the Activity timestamp so historical service records appear in the Freshsales timeline.

Handyman Invoices carry line items (service description, quantity, rate) that map to Freshsales Products linked to the Deal. The invoice total and payment status become Deal amount and stage. Paid invoices map to a Won stage; unpaid map to a stage reflecting payment state. FlitStack creates Products for each unique line-item description.

Handyman Estimates migrate as Freshsales Deals with a status reflecting their sent/accepted/rejected state. Estimate line items map to Freshsales Products on the Deal. The estimated total amount populates the Deal Amount field — the Deal can be updated to reflect actual job amount after the estimate converts to a job.

Handyman users (technicians and office staff) are resolved by email match to Freshsales Agents. FlitStack flags unmatched users before migration — the team either invites them to Freshsales first or assigns their records to a fallback agent. User roles and permissions are not migrated since Freshsales profiles and roles are destination-side configuration.

Handyman custom fields on any object (trade type, service area, license number, insurance carrier) migrate as Freshsales custom fields on the corresponding object. Field type is inferred from the source data — text values become text fields, numeric values become number fields, dates become date fields. The custom field label matches the Handyman label for admin recognition.

Handyman job photos and attachments upload to Freshsales Files linked to the corresponding Contact or Deal. File size limits apply — Freshsales enforces file size constraints per plan tier. Large photo batches are re-uploaded to Freshsales storage and linked by record ID.

Handyman notes on customers, jobs, or invoices map to Freshsales Notes attached to the appropriate Contact or Deal record. Original create timestamps are preserved in the Note body header for continuity. Rich-text formatting is simplified to plain text if the source contains unsupported HTML.