Migrate from work4all to Freshsales

work4all Customer master records with address, commercial figures, and open-item totals map directly to Freshsales Account. The Customer number becomes the Account's external ID for dedupe. We use Account as the destination because work4all's customer-supplier distinction (Debitor/Kreditor) maps to the Account's industry_type or a custom account_type field rather than separate objects. If the customer uses both customer and supplier roles for the same business partner, we create a single Account with both roles flagged in the custom field.

work4all Supplier master records mirror the Customer structure and map to Freshsales Account with a supplier_type flag. Where the same legal entity appears as both a Customer and Supplier in work4all, we create one Account record and use the custom field to indicate dual status rather than duplicating the record.

work4all Contact Persons linked to a Customer or Supplier map to Freshsales Contact records with a lookup to the Account. The primary contact flag, department, phone, and email transfer. If a Contact Person has multiple roles within the same business partner, we create separate Contact records linked to the same Account.

work4all Item master records including pricing, descriptions, stock status, and variants map to Freshsales Product2. The work4all item number maps to Product Code. Item variants are flattened into individual Product2 records with a parent_product reference where the Freshsales plan supports it.

work4all Sales Opportunities linked to a Customer and Contact map to Freshsales Deal with the Contact lookup and Account lookup resolved at migration time. Pipeline stage maps to Freshsales Deal stage. Estimated value and close date transfer directly.

work4all ERP documents (Offers, Invoices, Cost Receipts) do not have a native equivalent in Freshsales CRM. We export document headers and line items as structured records and attach the original document as a file to the corresponding Deal or Account. For customers requiring invoice history as queryable records, we recommend a custom Invoice object (available from Freshsales Pro and above) or a post-migration AppExchange install such as Conga or an ERP connector.

work4all Telephone Notes linked to a Customer and Contact map to Freshsales Task with the activity timestamp preserved. The free-text note body transfers as the Task description. TAPI caller-ID data transfers as a custom field if the customer requires call log reconstruction.

work4all Visit Reports are time-stamped CRM records linked to a Customer and an Owner. We map them to Freshsales Task (if the report is summary-only) or Event (if it carries a scheduled start and end time). Custom fields on visit reports discovered during enumeration are recreated as Freshsales custom fields before migration.

work4all Open Items tracking unpaid invoices and credit memos require a separate reconciliation step because partial payments must be calculated from invoice amount minus any recorded payments. We export open-item records with invoice reference, open amount, due date, and currency. In Freshsales, open amounts are represented as a custom currency field on Account or as Deal records in a special 'Accounts Receivable' pipeline. The customer chooses the representation during scoping.

work4all Time Entries linked to Employees, Projects, or Tasks map to Freshsales Task records. Light-licence users have restricted time-entry access only; we confirm during licence audit whether time recordings are accessible under the customer's current licence tier or require an upgrade or vendor-assisted export before migration scope is finalised.

work4all standalone Tasks linked to Customers, Contacts, or Documents map to Freshsales Task with status, priority, due date, and owner resolved. Owner resolution uses email matching against Freshsales User records. Any Task without a resolvable owner is held in the reconciliation queue for the customer's admin to provision the corresponding Freshsales user.

work4all custom fields on CRM activities and ERP documents (particularly those from industry extensions) require enumeration by the customer because no metadata API exposes them. We ask the customer to provide a field inventory or screenshots. If the customer cannot enumerate them, we inspect the exported data schema to detect non-standard fields. Custom fields are recreated in Freshsales Admin Settings before migration; plan limits apply: Blossom (10), Garden (100), Estate (300), Forest (300). We flag during scoping if the customer's custom field count exceeds the target plan limit.