Migrate from Summit Service Systems to Freshsales

Summit customer and company records map directly to Freshsales Accounts. Primary business address maps to the Account Address fields. Multi-location accounts from Summit require one Account per location in Freshsales.

All person-level records — customers on work orders, assigned technicians, and dispatchers — map to Freshsales Contacts. Email and phone are used for deduplication. Unmatched contacts create with a Source_System__c flag for review.

Summit work orders have no native Freshsales equivalent. We create a Work_Order__c custom object with lookup relationships to Account and Contact. Work-order amount, status, scheduled date, and service address map to custom fields on this object. Your team decides post-migration whether to view job history primarily via this custom object or via Deal fields surfaced on the Account.

Work-order line items (service type, description, quantity, unit price) translate to Freshsales Product Catalog entries. Active services create as Products in Freshsales; each line item on a work order becomes a Deal Product associated with the linked Deal or the Work_Order__c record.

Summit status values — Scheduled, In Progress, On Hold, Completed, Cancelled — map to a custom pick-list field Work_Order_Status__c on the Work_Order__c object. Each value is mapped one-by-one to preserve the exact terminology used in reporting.

Contract number, contract type, start date, and expiry date from Summit store as custom fields on the Freshsales Account. If a customer has multiple contracts, contract records map as a separate Contract__c custom object with a lookup to Account.

The service address from each Summit work order maps to the Account's shipping address fields. When one customer has multiple service locations, each location creates as a separate Freshsales Account sharing the same parent Account name for hierarchy.

Assigned technicians and dispatchers on Summit work orders map to Freshsales Contacts. If a technician has a Freshsales user login (matched by email), the Work_Order__c.Owner__c field references the User record; otherwise it references a Contact with a role label.

Work-order internal notes and job-completion notes migrate as Freshsales Notes linked to the Work_Order__c record. File attachments (photos, diagrams, signed forms) download from Summit and re-upload to Freshsales Files associated with the Work_Order__c.

Summit work orders embed payment terms, total billed amount, and invoice reference. Freshsales has no native billing object, so these store as custom fields on the Account record: Billed_Amount__c, Payment_Terms__c, Last_Invoice_Date__c, and Last_Invoice_Ref__c for reference during reconciliation.

Every custom field on work orders, customers, and accounts in Summit creates as an equivalent custom field in Freshsales. Field type is preserved: pick-lists become pick-lists, dates become dates, numeric fields become numbers. The custom field API name follows Freshsales naming conventions.

Summit products and services that drive line-item billing map directly to Freshsales Products. Product name, SKU, unit price, and description migrate as-is. The Product Catalog enables Freshsales Quotes and Deal Products after migration.