Migrate from Powered Now to Freshsales

Powered Now clients contain both person-level and company-level data. The primary contact name and email become a Freshsales Contact; the company name and industry become a Freshsales Account. The AccountId links to the Contact. Multiple client addresses collapse to the primary address unless additional contact roles are specified.

When a Powered Now client is a business entity with no individual contact, the full record migrates as a Freshsales Account. The AccountName field holds the company name; website, industry, and employee count map to their Freshsales equivalents. Client records without an email address route directly to Account.

Client phone numbers map to Freshsales Contact phone_number. Mobile numbers map to mobile_number. Email addresses map to email_id. Multiple email addresses on a single client collapse to the primary; additional emails are appended as a custom text field for reference.

There is no native WorkOrder or Job object in Freshsales — every Powered Now job migrates as a Freshsales Deal. The Deal Name is constructed from the client name + job type + date. Job type, job status, job description, and scheduled date become custom fields on the Deal because Freshsales Deal records do not have native fields for field-service job metadata.

Powered Now job statuses (e.g. Quoted, Scheduled, In Progress, Completed, Invoiced, Cancelled) map to Freshsales Deal stage values via a value-by-value mapping. Custom stages added in Powered Now are created as custom stage values in Freshsales before migration. Stage transition timestamps from Powered Now are preserved in a custom datetime field.

Powered Now quote line items (product name, quantity, unit price, tax rate) map to Freshsales Deal Products. Each line item becomes a Deal Product record linked to the Deal. If a product catalog entry exists in Powered Now, it is matched to a Freshsales Product by name; unmatched items are created as one-off line items.

Powered Now diary entries and engineer assignments do not have a native Freshsales equivalent. Scheduled appointment slots migrate as Freshsales Events (with start/end time, assigned user). Engineer-to-job assignments migrate as Task records with the assigned engineer resolved by email match to a Freshsales user. Unmatched engineers are flagged before migration.

Powered Now purchase order numbers and supplier references have no native Freshsales Deal field. These are migrated as a custom text field (Purchase_Order__c) on the Deal object. Multiple PO numbers per job are stored as a pipe-delimited string in the custom field and surfaced for manual review.

Powered Now invoices do not map to a native Freshsales billing object because Freshsales has no invoice module outside of Freshsales Suite's CPQ add-on. Invoice amount and status migrate as Deal amount and stage. The invoice PDF is downloaded from Powered Now and re-uploaded as a Freshsales File attachment on the corresponding Deal record.

Client notes and job notes in Powered Now migrate as Freshsales Notes linked to the corresponding Contact or Deal record. Rich-text formatting is preserved where possible. Notes created by specific users are attributed to the matching Freshsales user by email; system-generated notes are attributed to the admin account.

Powered Now certificate records (Gas Safe, NICEIC, ECA, etc.) have no Freshsales native equivalent. The certificate PDF is downloaded and attached as a Freshsales File on the relevant Account record. Certificate type and expiry date are stored as custom fields on the Account for compliance tracking visibility.

Powered Now custom forms and digital certificates are structural templates without a direct Freshsales equivalent. We export the form data as a JSON blob and store it as a custom long-text field on the relevant Deal or Contact. Rebuilding the form layout in Freshsales Forms is a post-migration step requiring your Freshsales admin.

Powered Now product and parts catalog entries map directly to Freshsales Products. Product name, SKU, unit price, description, cost price, and tax rate migrate as Freshsales Product Name, SKU, Base Price, Description, Cost Price, and Tax Rate fields respectively. Inactive products are migrated but flagged in the pre-migration report for review and potential archival rather than cluttering your active product catalog.

Powered Now team members and engineers are resolved by email match to Freshsales users. If a Powered Now user has no matching Freshsales email, they are flagged as an unmatched owner — you can invite them to Freshsales before migration or reassign their records to an existing user.