Migrate from Zoho FSM to Freshsales

Zoho FSM Contacts map 1:1 to Freshsales Contacts. Standard fields including email, phone, mobile, job title, and address carry over directly. Owner resolved by email match against Freshsales users; unmatched owners flagged for manual assignment before migration commits. Duplicate detection by email prevents redundant Contact records during the migration run.

Zoho Companies map to Freshsales Accounts. Company name, domain, industry, employee count, and annual revenue carry over. Multi-location companies in Zoho FSM require the primary address in Freshsales Account, with additional locations stored as a custom field (Additional_Locations__c) or as Notes.

Zoho FSM Requests split into Freshsales Leads (for pre-conversion requests) and Deals (for requests converted to billable work). Request status determines routing: Open, In Progress → Lead; Converted, Closed Won → Deal. Request ID preserved as Source_Request_ID__c on both target records.

Freshsales has no native work-order object. We create a custom Work_Order__c object in Freshsales (Enterprise plan or via FDK app) with custom fields for all Zoho FSM work order attributes — WO_Number__c, Status__c, Priority__c, Type__c, Technician__c, Scheduled_Start__c, Scheduled_End__c, and Duration_Minutes__c. The custom object links to the primary Account and Contact via lookup fields.

Freshsales has no native appointment scheduling object. We create a custom Service_Appointment__c object with custom fields for Start_Date__c, End_Date__c, Timezone__c (capturing Zoho FSM's technician-timezone-aware scheduling), Duration_Minutes__c, Technician__c, Status__c, Skills_Required__c, and Location_Details__c. Each appointment links to its parent Work_Order__c record and the related Account and Contact.

Freshsales has no native asset-management module. Zoho FSM Assets — including equipment name, serial number, product link, location assignment, and maintenance status — migrate as a custom Asset__c object with custom fields: Product__c, Serial_Number__c, Status__c, Location__c, and Linked_Account__c (lookup to Account). Assets with active maintenance schedules preserve the last service date as a custom datetime field.

Zoho FSM Locations (service addresses per site, with GPS coordinates) do not have a Freshsales native equivalent. Primary address maps to the standard Account or Contact address fields. Additional locations per entity are stored in a custom text field (Additional_Locations__c) as formatted address strings, or as related Note records. GPS coordinates migrate as Lat__c and Long__c custom number fields on the linked Account.

Zoho FSM Skills (e.g., HVAC-Certified, Electrical-Licensed) have no Freshsales native equivalent. We map skills as Freshsales Tags on Contact records for filterability. If skill-routing information needs to be preserved for reporting, a custom multi-select picklist field Skill__c is created on the Contact object with Zoho FSM skill values mapped by name.

Zoho FSM Territory definitions (geography-based agent assignments) map to Freshsales Territory Management where available on Pro and Enterprise plans. Territory names and assignment rules are preserved. Note: Freshsales territory management does not include Zoho FSM's territory-specific permission scoping — these are configured separately post-migration.

Zoho FSM Time Sheets track billable hours per technician per appointment. Freshsales has no native timesheet module. We create a custom Timesheet__c object with Technician__c (lookup to User), Date__c, Hours_Worked__c, Billing_Rate__c, Total_Amount__c, and Linked_Service_Appointment__c (lookup to custom Service_Appointment__c). Original timestamps preserved for payroll continuity.

Zoho FSM Notes on any module map directly to Freshsales Notes. Note body, subject, owner, and created timestamp are preserved. Notes attached to Work Orders or Service Appointments are linked to the corresponding custom object record via the parent_id reference. Notes without a parent record are attached to the primary Account or Contact.

Zoho FSM Tasks map to Freshsales Tasks. Subject, description, status, priority, due date, and owner carry over. Status pick-list values are mapped by name; unmapped values default to a standard status. Tasks linked to Work Orders are linked to the custom Work_Order__c record via a custom lookup field (Linked_Work_Order__c) post-migration. Task comments migrate as related Note records.

Zoho FSM calendar Events map to Freshsales Events. Subject, start/end datetime, location, and owner preserved. Multi-day events in Zoho FSM (which Freshsales Events do not natively support) are stored as recurring single-day events or as entries in the custom Service_Appointment__c object with a custom Multi_Day__c flag.

Zoho FSM Estimates (with line items for Services and Parts) do not have a Freshsales native equivalent. Estimate data migrates as custom fields on the linked Deal: Estimate_ID__c, Estimated_Amount__c, Status__c, Valid_Until__c. Line item details are stored in a custom text field (Line_Items_JSON__c) as a structured JSON string for reference.