Migrate from Jobsite Mobile to Freshsales

Direct map. Freshsales Contacts carry associations to Accounts and Deals through built-in links. If a Jobsite Mobile contact has no primary company, it lands as an unlinked Freshsales Contact with the original owner assigned by email match. Standard fields such as name, email, phone, and address map directly to Freshsales Contact fields, and any custom fields are created before migration.

Direct map. Freshsales Accounts serve as the business entity for all person-level records. Jobsite Mobile multi-address companies consolidate to a single Account with the primary address fields mapped; secondary addresses are stored as a custom note for admin review. All standard Account fields (name, domain, industry, phone, billing address) map directly, and any missing values are flagged for manual entry before the migration finalizes.

Direct map where Jobsite Mobile stores a distinct lead record. Leads in Freshsales track source, status, and scoring. Jobsite Mobile lead fields map to Freshsales Lead standard fields or to custom fields created during schema setup. Lead status values are translated via a value‑mapping table; unmatched values are stored in a custom pick‑list for admin review. Original created_at timestamps are preserved in a custom datetime field for reporting continuity.

Direct map to Freshsales Deal. Pipeline and stage mapping is handled via the pipeline configuration step. Jobsite Mobile deal owner resolves to Freshsales User by email; unmatched owners flag for admin assignment before the full run. Deal amount, close date, and probability map. while deal fields are created as Freshsales deal fields. Stage probability is re‑applied using Freshsales' pipeline model, with probability stored in a custom field for post‑migration workflow.

Each Jobsite Mobile custom field on Contact becomes a Freshsales custom contact field. Field type maps to the nearest Freshsales type: text to String, pick-list to Dropdown, number to Number. Enterprise plan is required for advanced custom field types beyond basic types.

Jobsite Mobile deal custom fields map to Freshsales custom deal fields. If Freshsales Pro or Enterprise is the target plan, custom deal fields are supported natively. Growth plan limits custom field count, so we scope custom fields and flag any that exceed plan limits before migration runs.

Direct map. Jobsite Mobile activities (calls, emails, follow-up tasks) become Freshsales Tasks with original timestamps, owner, and type preserved. Freshsales Task Type pick-list (Call, Email, Follow-up) maps from Jobsite Mobile activity kind field. Task due date, status, and priority map directly, with missing values flagged for admin entry before final load. Activity attachments are downloaded and re‑uploaded as Freshsales Files linked to the parent Task, respecting 25 MB file size limit.

Direct map. Jobsite Mobile notes migrate as Freshsales Notes attached to the parent Contact, Account, or Deal. Rich-text formatting is preserved where the source format maps to Freshsales' supported subset. Notes with no parent record attach to the contact by default.

Files and attachments are downloaded from Jobsite Mobile and re-uploaded to Freshsales Files, linked to the parent record. Freshsales file size limits apply (25 MB default). Inline images in notes are extracted, rehosted, and re-embedded in the migrated note body.

Jobsite Mobile custom objects require Freshsales Enterprise plan. If the target account is on Pro or below, custom objects are scoped for manual recreation post-migration with the full schema exported as a reference document for your Freshsales admin to rebuild under the Enterprise tier.

Owner resolution by email match against Freshsales users. Any Jobsite Mobile owner whose email matches an existing Freshsales user gets assigned directly. Unmatched owners are flagged with the record ID and owner name so your admin can assign a fallback owner before the migration commits.

Each Jobsite Mobile deal pipeline becomes a Freshsales Deal Pipeline. Pipeline stages map stage-by-stage to Freshsales stage names. Probability per stage is re-applied based on Freshsales' probability model. Multiple pipelines in Jobsite Mobile each get their own Freshsales pipeline on Pro and above.