Migrate from Powered Now to Salesforce Sales Cloud

Powered Now clients merge into Salesforce Account (company-level record) and Contact (individual contact record). The client's primary contact person becomes a Contact linked via AccountId. If a Powered Now client has multiple contacts, additional Contact records are created with the same AccountId lookup.

Individual contact details (name, email, phone, mobile) map directly to Salesforce Contact fields (FirstName, LastName, Email, Phone, MobilePhone). The Contact is linked to its parent Account record via AccountId lookup. Primary contact designation preserved as IsPrimary__c custom field. If an email address is missing, a placeholder is used and flagged for manual review, and duplicate email scenarios are resolved by creating separate Contact records with unique Account associations.

Powered Now jobs map to Salesforce Opportunities if the job represents a sales transaction (quote → close cycle). If the job represents field-service work, we create a custom Job__c object with Status, JobType, and other field mappings. Job status values (e.g., Quoted, In Progress, Completed) map to Opportunity StageName values or custom pick-lists on Job__c.

Powered Now quotes become Salesforce Opportunities with an associated Salesforce Quote record. Quote line items map to OpportunityLineItems if using Salesforce CPQ. Quote total and status are preserved. If Salesforce CPQ is not active, quotes are captured as custom Quote__c records linked to the Opportunity.

Salesforce has no native invoice object. Powered Now invoices (with line items, payment status, MTD compliance data) migrate to a custom Invoice__c object. Fields include Invoice_Number__c, Invoice_Date__c, Amount__c, Status__c, and Xero_Invoice_ID__c for integration traceability. Related line items use an Invoice_Line_Item__c custom object with lookup to Invoice__c.

Powered Now diary entries map to Salesforce Event records. Subject maps to Event Subject, start/end times map to StartDateTime and EndDateTime, assigned team member maps to OwnerId, and job/client reference maps to WhatId for linking to the related Account or Opportunity. What3Words location data stored as a custom field on the Event.

Powered Now purchase orders have no Salesforce equivalent. We create a custom Purchase_Order__c object linked to the Job__c (or Opportunity). Fields include PO_Number__c, Supplier__c (lookup to Account), Total_Amount__c, and Status__c. Line items use a child custom object PO_Line_Item__c. Each PO_Line_Item__c record holds quantity, unit price, and description, and is linked to the parent Purchase_Order__c via a lookup field for complete traceability.

Supplier invoices in Powered Now (linked to purchase orders) become a custom Supplier_Invoice__c object linked to the Purchase_Order__c. Fields include Invoice_Number__c, Supplier__c (lookup to Account), Amount__c, and Status__c. Payment terms, due date, and any Xero reference identifiers are stored as additional custom fields to support reconciliation and future integration rebuilds.

Powered Now certificates and forms are files attached to jobs. Large binary files (PDF certificates) migrate as Salesforce Files (ContentDocument / ContentVersion). Structured form data (key-value pairs) migrates to a custom Certificate__c object with fields matching the form schema, linked to the Job record.

Powered Now team members map to Salesforce Users by email matching. Active team members get active Salesforce User accounts. Owner assignments on jobs, invoices, and diary entries resolve to the matched User record. Unmatched owners are flagged before migration. Inactive or suspended team members are provisioned with inactive User records to preserve historical assignment data, ensuring complete audit trails.

Powered Now expense tracking (Professional and Premium tiers) becomes a custom Expense__c object linked to the Job__c or User. Fields include Amount__c, Category__c, Date__c, and Description__c. If Salesforce Expense Reports are enabled in the org, expenses map to those native objects instead.

Powered Now Custom Insights (admin-defined fields on clients, jobs, or invoices) become Salesforce custom fields on the corresponding object. Field type preserved (text, number, date, picklist). Field naming follows Salesforce __c convention with the original field label stored in the field-level description for admin reference.

Powered Now's Xero integration stores accounting identifiers (Xero Invoice ID, Xero Contact ID) as metadata on invoices and clients. These identifiers are preserved as custom text fields on Invoice__c and Account (e.g., Xero_Contact_ID__c, Xero_Invoice_ID__c) for reconnection with Xero in Salesforce or rebuild of the integration.