Migrate from MobileWorker to Freshsales

MobileWorker worker records map 1:1 to Freshsales contacts. The worker's name splits into FirstName and LastName; email maps to the unique Email field (Freshsales enforces one contact per email address). Location data migrates as custom fields on the contact record.

MobileWorker company records map directly to Freshsales accounts. Company name becomes Account Name; address fields map to Freshsales's consolidated address object. Multi-location companies in MobileWorker create one Account record per physical location in Freshsales. Your admin should review whether to consolidate locations into a single Account with multiple addresses or keep them separate based on your Freshsales account hierarchy strategy.

MobileWorker worker-to-company associations become Freshsales Account Contact Relationships, which link a contact to an account without creating a separate junction object. For multi-company worker assignments, all relationships are preserved — Freshsales supports multiple Account Contact Relationship records per contact. This transformation handles both single-company and multi-company worker assignments cleanly, maintaining all original relationship data in the target system.

Work orders map to Freshsales deals: work order name becomes Deal Name, scheduled or due date becomes Close Date, and work order status maps via value mapping to Freshsales pipeline stage. Amount or estimated value maps to the Amount field if present in MobileWorker.

Each MobileWorker work order status (New, In Progress, On Hold, Completed, Cancelled) maps to a corresponding Freshsales deal stage. Stages that have no direct Freshsales equivalent get the nearest match and the original MobileWorker status is preserved in a custom field for reporting continuity.

MobileWorker task records and activity logs migrate as Freshsales sales activities. Activity type (call, site visit, inspection) maps to Freshsales Activity Type; timestamps and duration are preserved. Notes attached to tasks become Freshsales note content linked to the parent record.

MobileWorker users are matched to Freshsales users by email address. Unmatched users are flagged before migration — you either invite them to Freshsales first or reassign their records to a fallback owner. No record lands without a valid Freshsales owner.

Certification type, expiry date, and status have no native Freshsales equivalent, so we create custom fields on the Contact record. We create Certification_Type__c (pick-list), Certification_Expiry__c (date), and Certification_Status__c (pick-list) custom fields. These fields are populated from MobileWorker worker certification records. The expiry date can be used in Freshsales Workflows to trigger renewal alert automations for your field team.

MobileWorker stores latitude, longitude, and zone identifiers as structured data. These migrate as Custom_Number fields (Latitude__c, Longitude__c) and a text field (Service_Zone__c) on the contact record. Freshsales has no native geolocation field type, so zone data is preserved as text for filtering and territory-based reporting in Freshsales.

Any MobileWorker custom fields created beyond the standard schema are recreated in Freshsales as custom fields on the appropriate object. Text, number, date, and boolean custom fields map directly; pick-list custom fields require value-by-value mapping because Freshsales scopes pick-list options per field.

MobileWorker file attachments are re-uploaded to Freshsales's file storage linked to the parent record. File size limits apply (25MB per file in Freshsales). Inline images in notes are downloaded and rehosted. The original attachment URL is preserved in a custom text field for reference.

MobileWorker multi-select pick-list fields (e.g., multiple certifications or skill tags stored as one delimited field) cannot map to Freshsales's single-select pick-lists. We concatenate the values into a comma-separated text field (Custom_Text__c) and flag it in the migration plan for your admin to convert to a Freshsales custom multi-select if available in your plan tier.