Migrate from Planado to Freshsales

Planado clients (businesses who request field service) map directly to Freshsales Accounts. Client name maps to Account Name. The client's address and contact details map to Account address and phone fields. If a Planado client has no associated contact persons, the Account record is created with the client-level address and a default contact is added from the client's primary email if available.

Planado contact persons associated with a client map to Freshsales Contacts. The Contact's AccountId links to the mapped Account. First name, last name, email, and phone map directly. Additional contact details like job title map as available. Unassigned contacts (not linked to a client) create Contact records without an AccountId or get attached to a default 'Unassigned' Account.

Planado tasks are the primary migration object and map to Freshsales Deals. Task name becomes Deal name. Task status (pending, in progress, completed, cancelled) maps to Freshsales Deal stage values. Task scheduled date maps to Deal expected close date. Task priority maps to a custom Deal priority field. The Planado task description and service type migrate as Deal description or custom fields.

Planado checklist responses per task have no native Freshsales equivalent. We create custom fields on the Deal object — typically a number field for completion_percentage__c and individual fields per checklist item if the checklist is consistent across task types. Inconsistent checklists are preserved as structured notes with the checklist item and response on each line.

Planado employees (field workers) do not have a direct Freshsales equivalent — Freshsales Users are CRM operators, not field workers. We match Planado employees to Freshsales users by email for owner assignment on Deals and Tasks. Employee GPS availability and schedule data has no equivalent in Freshsales and is preserved as notes on the related Deals or as a custom Employee_Notes__c text field if the data is structured.

Planado locations capture the physical address where a task is performed. When a location is linked to a client, the address migrates to the Account's address fields. Standalone locations (not linked to a client) create separate Account records with the address as the primary address and a Location_Name__c custom field to distinguish them from client Accounts.

Planado task attachments (photos, signed forms, documents) re-upload to Freshsales as Files attached to the corresponding Deal record. File size limits of the Freshsales storage plan apply. Inline images from checklist photo fields are downloaded, rehosted in Freshsales Files, and linked to the Deal.

Planado records each task status change and field worker action as a timeline event. These map to Freshsales Sales Activities on the Deal — task creation, status transitions, and checklist completion events become timestamped Tasks or Notes on the Deal with the Planado employee name as the owner for traceability.

Planado allows custom fields on tasks (service type codes, billing codes, warranty flags, etc.). Each custom field requires a corresponding custom field on the Freshsales Deal object. We create these before migration using Freshsales's custom field UI or API, then map values during the migration run.

GPS route waypoints and geofence data captured by Planado have no native Freshsales equivalent. We preserve structured GPS data as a note on the Deal with route start/end timestamps and waypoint summary. For teams that need route visualization in Freshsales, this data is surfaced as a reference note and can be connected to a third-party mapping tool post-migration.

Planado dispatch rules, scheduling automations, and routing triggers do not migrate. These are operational logic built in Planado's automation engine. We export the workflow definitions as a structured JSON document listing triggers, conditions, and actions so your Freshsales admin can rebuild equivalent automation using Freshsales Workflows or Freshsales Suite's Journey Builder.

Planado reports (task completion rates, dispatcher performance, employee utilization) do not transfer. The underlying task data and activity logs migrate to Freshsales Deals and Activities, so you can rebuild reports in Freshsales using the migrated data. Historical completion率和employee utilization metrics are preserved as custom fields on Deals where available.