Migrate from MeasureSquare to Freshsales

MeasureSquare Customer holds both company and primary contact fields (name, email, phone, address) in one record. We split this into FreshSales Account (company name, website, industry, billing address) and Contact (first name, last name, email, phone, job title, contact owner) linked by AccountId lookup.

MeasureSquare allows multiple contacts per Customer record, including secondary roles like site foremen, project managers, or accounts payable contacts. These additional contact fields migrate as separate FreshSales Contacts under the same parent AccountId. FreshSales supports multiple Contacts per Account through standard Contact-to-Account lookup relationships, preserving the role-based structure from MeasureSquare in the target system.

MeasureSquare Project is the central entity with project name, site address, status, start/completion dates, and total value. We map this to FreshSales Opportunity: project name → Opportunity Name, total value → Amount, status → stage mapping (Active → 'Proposal', Completed → 'Closed Won', On Hold → 'Negotiation'), dates → custom datetime fields for reporting continuity.

MeasureSquare stores flooring_type, waste_factor_percent, material_grade, and installation_method as custom properties per Project. FreshSales has no native equivalents; we create custom fields (Floor_Type__c, Waste_Factor__c, Material_Grade__c, Installation_Method__c) on the Opportunity object before loading data. Field types map: picklist → picklist, percentage → number, text → text.

MeasureSquare Quotes contain line items (product, quantity, unit price, labor cost, tax, margin). We flatten each Quote into: (1) the Opportunity Amount field carries the Quote total, (2) line items migrate as FreshSales Opportunity Product records (Product2 lookup + Quantity + UnitPrice), (3) Quote status (Draft, Sent, Accepted, Lost) maps to FreshSales Opportunity Stage. If the destination plan lacks CPQ, line items are stored as custom fields on the Opportunity instead.

MeasureSquare Purchase Orders track vendor, PO number, line items, status, and total. FreshSales has no native PO object, so we map POs to Tasks with Type='Purchase Order' and store PO number, vendor name, and total as custom fields (PO_Number__c, Vendor__c, PO_Total__c). Status (Pending, Approved, Received) migrates as a picklist custom field.

MeasureSquare Product catalog stores product name, SKU, unit cost, unit price, unit of measure, and material type. These map directly to FreshSales Product2 (Name, SKU, Cost__c) and PricebookEntry (UnitPrice per price book). Active/inactive status on the source maps to the Product2 IsActive flag.

MeasureSquare organizes its product catalog by trade category: Carpet, Hardwood, Tile, Stone, Sheet Vinyl, and other flooring segments. FreshSales Product2 objects have no native category field, so we create Product_Category__c as a picklist custom field on the Product2 object and populate it with the corresponding category values from MeasureSquare, preserving the original trade assignment logic in the target system.

Floor plan PDFs, material cut sheets, and site photos attached to MeasureSquare Quotes or Projects re-upload to FreshSales Files attached to the corresponding Opportunity or Account. File size limits (MeasureSquare supports up to 20MB per file; FreshSales defaults to 25MB per file) are checked during extraction — files exceeding FreshSales limits are flagged for compression before upload.

MeasureSquare stores owner_id on Projects, Quotes, and POs but does not store email on the owner record. We resolve owners by matching the owner's display name in MeasureSquare to FreshSales user first/last name. Unmatched owners are flagged before migration; your team either pre-invites them to FreshSales or assigns to a fallback user.

MeasureSquare CRM workflows (e.g., auto-assign project to estimator based on zip code) do not have a FreshSales equivalent that auto-migrates. We export workflow definitions from MeasureSquare as JSON and deliver them as a rebuild reference for your FreshSales admin to reconstruct using FreshSales Workflows (available on Growth and above).