Migrate from Novo Work Order to Freshsales

Novo Work Orders become Freshsales Deals. Work order title maps to Deal Name, amount can be derived from labor hours × rate or parts cost if those fields are populated in Novo. Priority, type, and status migrate as custom pick-list fields on the deal. The deal Owner maps to the assigned technician via email match.

Novo's Open / Assigned / In Progress / On Hold / Completed / Cancelled status values map value-by-value to Freshsales Deal Stage pick-list entries. Each Novo status gets a corresponding stage name chosen at migration planning time — probability and forecast category re-applied in Freshsales after migration.

Novo Assets map directly to Freshsales Accounts — asset name becomes Account Name, asset location maps to Account Address, and asset type can become Industry or a custom Account field. Asset condition ratings and meter readings store as custom number fields on the account.

Novo asset location (street address, GPS coordinates, department) stores as custom address and text fields on the Freshsales Account. Department-level grouping does not map to a native Freshsales concept — Territory Management in Freshsales handles geographic routing post-migration after accounts are loaded.

Novo service requests submitted by citizens or internal staff with no existing contact record in Novo become Freshsales Leads. Requests linked to a contact email that already exists in Novo's contact list become Freshsales Contacts. The split is determined by whether a valid email address exists on the source request record.

Novo technician and staff user accounts resolve to Freshsales Users by email address match. Unmatched Novo users are flagged before migration — your team either creates Freshsales user accounts first or assigns those work orders to a fallback Freshsales user owner.

Novo file attachments on work orders do not have a native Freshsales equivalent. We migrate attachment URLs as a custom multi-line text field on the deal referencing the original URL path. If file re-upload to Freshsales Files is requested, the migration plan includes a separate file-migration step with URL re-mapping after the primary record load.

Novo work order activity logs, internal notes, and status-change history map to Freshsales Tasks with Subject describing the activity type and Description containing the full log text. Original timestamps and technician-owner information are preserved on each task, maintaining complete service history traceability for audit compliance and future customer interactions.

Novo custom fields on work orders (e.g., inspection results, permit numbers, failure codes) require corresponding custom fields to be created in Freshsales before migration. Field type mapping is performed per custom field — text → text, number → number, pick-list → pick-list with value-by-value mapping for each pick-list option.

Novo preventive maintenance schedules are a scheduling construct with no Freshsales CRM equivalent. PM frequency, interval, and last-completed data migrate as custom fields on the linked Account or Deal for reference. Scheduling automation must be rebuilt using Freshsales workflows or a third-party scheduling integration post-migration.

Novo department and division records do not have a direct Freshsales equivalent. Department name migrates as a custom pick-list field on Accounts and Deals. For organizations that rely on department-level routing, Freshsales Territory Management must be configured post-migration and territory assignment rules rebuilt.

Citizen-submitted requests from Novo's public portal map to Freshsales Leads with the request title as Lead Name and the request description in the Lead Description field. Request priority maps to the custom priority field on the lead. No account association exists in this flow — the lead is created standalone and linked to an account if a contact match is found.