Migrate from Texada Software to Freshsales

Texada Customer records map to Freshsales Accounts. Each Customer's division structure (if multi-branch) can map to Freshsales territories or child Accounts via Parent Account relationship. Primary branch becomes the top-level Account; sub-branches become child Accounts with a naming convention agreed upon before migration.

Texada Contact records map 1:1 to Freshsales Contacts. When a Texada Contact is associated with multiple Customers, the primary Customer becomes the AccountId lookup on the Freshsales Contact; additional associations are preserved as Contact-to-Account relationship records or as a custom multi-account reference field.

Texada Customers in a pre-contract or proposal stage — identified by status field or absence of an active rental contract — route to Freshsales Leads rather than Accounts. The split rule is agreed upon during the discovery call and applied to the full migration set before data lands.

Texada Rental Contracts track billing frequency, rate tiers, start and end dates, asset assigned, and cycle-billing flags. Freshsales has no native rental-contract object. We create a Rental_Contract__c custom object with custom fields matching the contract schema, linked to the Account record. Billing rules (cycle-billing logic) are not migrated — those rebuild in Freshsales Workflows.

Texada Asset records — serial number, branch, status, depreciation, OEM reference — map to Freshsales Product Catalog entries. The asset serial number becomes a custom field on the product record; OEM pricing book references require Freshsales CPQ configuration post-migration. Active rental status maps to a Product status pick-list.

Texada Work Orders contain labor type, parts used, equipment serial number, technician assigned, and status. These map to Freshsales Tasks with custom fields: Labor_Type__c, Parts_Used__c (multi-select), Equipment_Serial__c, and Technician__c. Open work orders migrate as Tasks with the current status; completed ones migrate as historical Tasks with original completion dates preserved.

Texada Quotes map to Freshsales Deals. Quote name becomes Deal name; quoted amount maps to Deal amount; quote expiry date maps to Deal close date as an approximation. OEM pricing data in iQuote quotes requires Freshsales CPQ configuration after migration — the migrated quote history serves as a reference record for rebuilding pricing rules.

Texada Parts Catalog records — part number, description, cost, list price, vendor — map to Freshsales Product Catalog items with a 'Parts' product type. Inventory quantities are not maintained in Freshsales (that is inventory management, not CRM), but current cost and list price migrate as custom fields for quote-line pricing.

Texada invoices and payment receipts are accounting records. Freshsales is a CRM, not an accounting system. We migrate invoice headers (invoice number, date, total amount, payment status) as an Invoice__c custom object linked to the Account. Line-item detail and AR aging are preserved in CSV export for import into QuickBooks or Xero separately.

Texada user records are matched to Freshsales users by email address. Unmatched Texada users are flagged before migration — the team either creates Freshsales user accounts for them or assigns their records to a fallback owner. Role and permission structures do not migrate; Freshsales profile and permission set assignments are configured post-migration.

Texada activity history — logged calls, emails, and notes — migrates as Freshsales Tasks (for calls and emails) and Notes (for text notes). Original timestamps and owner assignments are preserved. Inline images in Texada notes are downloaded and re-attached to Freshsales Notes.

Texada custom fields on any object map to Freshsales custom fields on the corresponding object. Freshsales custom fields on Growth and Pro plans are limited to basic types; Enterprise plan allows advanced field types. We map field data types to the nearest Freshsales equivalent and flag any Texada field type that cannot be represented in the target Freshsales plan tier.