Migrate from Uptick to Freshsales

Uptick customer contacts split based on lifecycle: active service customers with ongoing jobs map to Freshsales Contacts;prospects in the quoting phase map to Leads. Email address is the de-duplication key. Contacts without email land as Leads and require manual enrichment.

Uptick company records map directly to Freshsales Accounts. Company name, address, phone, and website transfer as Account fields. Parent-company hierarchies in Uptick map to Freshsales Parent Account lookup if the hierarchy depth is under three levels. When hierarchy depth exceeds three levels, FlitStack creates flattened account structures or uses custom lookup fields to maintain relationships without losing context.

Uptick products with type M (Material), R (Labour), E (Equipment), S (Subcontracted), X (Expense) map to Freshsales Products. Unit of Measure, Cost Price, and Default Sell Price transfer to Product object fields. Products without a sell price are migrated as inactive products for manual pricing setup.

Uptick quotes become Freshsales Opportunities. Quote total amount maps to Opportunity Amount; quote status (Draft, Sent, Accepted, Lost) maps to a custom Opportunity status field. Line items from the quote transfer as Opportunity Products linked via Opportunity ID. If a quote includes multiple products, each line becomes a separate Opportunity Product entry, preserving pricing and quantity details for accurate revenue forecasting.

Completed Uptick jobs become Freshsales Tasks linked to the Contact or Account. Job description, scheduled date, assigned technician, and outcome summary populate the Task Subject, Due Date, Owner, and Description fields. Jobs with multiple visits become a parent Task with child Event records for each visit.

Uptick assets have no native Freshsales equivalent. We create an Asset__c custom object with fields: Asset_Tag, Asset_Type, Location, Last_Service_Date, Next_Service_Due, Status__c. Each asset links to the Account representing the property. This preserves the compliance record but requires Freshsales Enterprise or a custom-object-capable plan.

Uptick asset types (fire extinguisher, hose reel, suppression system) become a pick-list value in Asset__c.Asset_Type__c. Service frequency rules from Uptick (e.g., annual, bi-annual) are stored as custom text fields on the asset record — Freshsales workflows can then trigger reminders based on Next_Service_Due.

Uptick contacts assigned to a job map to Freshsales Account Contact Relationships with the role reflecting their involvement (Primary Contact, Site Manager, Billing Contact). The relationship links the Contact to the Account and carries through to Opportunities and Tasks. This ensures that whoever is responsible for a job remains visible across the full lifecycle of the account, supporting accountability and communication.

Uptick suppliers are migrated as Freshsales Accounts with a custom Is_Supplier__c checkbox set to true. Supplier contact information populates the standard Account contact fields. This keeps supplier records in the same object space as customer accounts for reporting simplicity. You can filter accounts by this flag to generate supplier-specific reports, such as spend analysis or purchase order tracking, without needing separate objects.

Uptick technicians resolve to Freshsales users by email match. If a technician email matches an existing Freshsales user, their records are assigned to that user. Unmatched technicians are flagged for your team to create Freshsales user accounts before the migration commits — no job history lands without an owner.

Uptick documents attached to assets or jobs (PDF certificates, inspection photos) are re-uploaded to Freshsales as Notes with file attachments on the linked Contact, Account, or Asset__c record. Photos embedded in Uptick defect reports are downloaded and attached to the corresponding Task record in Freshsales.

Uptick contact custom properties migrate to Freshsales custom fields on the Contact or Lead object depending on where the contact lands. Field type is preserved (text, number, date, pick-list). Pick-list values are mapped value-by-value; any value without a Freshsales equivalent is flagged for manual resolution.