Migrate from MeasureSquare to Salesforce Sales Cloud

MeasureSquare Contact records map 1:1 to Salesforce Contact records. The Contact's primary company link in MeasureSquare becomes Contact.AccountId lookup in Salesforce. Owner resolved by email match against Salesforce Users. When multiple MeasureSquare contacts share the same company, they collapse to a single AccountId link, with one contact designated as primary. All other contact fields (name, email, phone, title) migrate directly without transformation.

MeasureSquare Company records for vendors, manufacturers, and general contractors map to Salesforce Account records. Company type distinctions (vendor vs. customer) are preserved as Account.Type pick-list values during migration. Billing and shipping address fields from MeasureSquare map directly to Account.BillingAddress and Account.ShippingAddress. Website and phone number transfer without transformation.

MeasureSquare Sales Leads map directly to Salesforce Lead records. Lead source, status, and assigned team member carry over as standard or custom fields. If MeasureSquare tracked engagement scoring, Salesforce Lead scores require a custom Number field since standard Salesforce Lead scoring uses a different model based on Einstein Lead Scoring or third-party tools.

MeasureSquare takeoff projects — the core entity linking floor plans, product selections, and bid amounts — translate to Salesforce Opportunities. The Opportunity Name pulls from Project.ProjectName, Amount from the estimate total, CloseDate from the target bid date, and StageName from the pipeline stage label. Project-level custom fields for jobsite address, measurement area (sq ft), and floor type migrate as custom Opportunity fields.

MeasureSquare pipeline stages (Pricing Request, Bid Sent, Won, Lost) map to Salesforce Opportunity Stage values. Each stage's probability and forecast category are re-applied based on the destination org's Sales Process configuration. Stage-entered timestamps are preserved as custom datetime fields on the Opportunity.

MeasureSquare product catalogs with vendor SKUs, unit costs, markup percentages, and labor rates map to Salesforce Product2 records. A custom field Unit_Cost__c on Product2 stores the source unit cost for margin calculations. The product isActive flag is set based on whether the product is current in MeasureSquare.

MeasureSquare price book entries, which combine a product reference with vendor-specific pricing, map to Salesforce PricebookEntry records. Standard Pricebook2 is used unless the customer maintains separate vendor-specific price books, in which case custom Pricebook2 records are created per vendor with PricebookEntry records linking products to each vendor price book.

MeasureSquare bid proposals (including line items, totals, and proposal terms) map to Salesforce Quote records linked to the Opportunity. The quote PDF and any embedded floor plan diagrams are downloaded and re-uploaded as Salesforce Files attached to the Quote record. Line-item pricing is preserved via QuoteLineItem records matching Product2 and PricebookEntry.

MeasureSquare work orders with installer assignments, jobsite addresses, and production schedules map to Salesforce Order records. Order.Status maps from MeasureSquare work order status (Pending, Scheduled, In Progress, Completed). Installer crew assignments require a custom lookup or text field if Salesforce Field Service is not enabled.

MeasureSquare purchase orders linked to vendor price requests and product orders translate to Salesforce Order records with Order.Type set to 'Purchase Order'. The PO number maps to Order.OrderNumber for reference. The linked vendor Company record resolves to the Account lookup on the Order, maintaining the vendor relationship established in MeasureSquare.

MeasureSquare tasks assigned to team members, including follow-ups, site visits, and material requests, map directly to Salesforce Task records. Original assignees are resolved by matching their email address to Salesforce User records. Task status values (Open, Completed) map to Task.Status, and priority transfers directly without transformation.

MeasureSquare file attachments — floor plan PDFs, takeoff diagrams, proposal documents, and site photos — are downloaded and re-uploaded to Salesforce Files linked to the parent record (Contact, Account, Opportunity, or Order). Salesforce's 25MB per-file limit is enforced during upload.

MeasureSquare project-level custom properties — such as measurement area (sq ft), floor type, subfloor condition, seam allowance, and jobsite access notes — require Salesforce custom fields on the Opportunity object (e.g., Measurement_Area_SQFT__c, Floor_Type__c). Custom field creation is delivered as part of the migration schema plan before data loads.

MeasureSquare's vendor pricing request workflow (Contractor Pro and Contractor Complete tiers) tracks inbound pricing from distributors. This data maps to a custom Vendor_Quote__c object or to Opportunity custom fields depending on the customer's vendor count. Pricing request status (Pending, Received, Expired) migrates as a custom pick-list field.

MeasureSquare change order records from the Contractor Complete tier, which track scope changes mid-project, map to Salesforce Opportunity custom fields for change-order amount and reason. If the customer tracks multiple change orders per opportunity, a Change_Order__c custom object is created with a lookup to the parent Opportunity for one-to-many tracking of each modification.