Migrate from Accelo to Freshsales

Accelo Companies export via /affairs with full custom field support. They map directly to Freshsales Accounts using the company name as the dedupe key. Address, industry, and associated contact links migrate as standard fields. The company domain becomes the Account Website field.

Accelo Contacts export via /contacts with first name, surname, email, phone, and custom fields. CSV bulk import is supported in Freshsales with duplicate detection by email. We preserve contact-to-company association by resolving the company reference before Contact insert.

Accelo Deals from the Sales API map to Freshsales Deals. We preserve deal value, stage, owner assignment, and custom fields. Stage names require mapping since Accelo uses internal stage identifiers and Freshsales uses named stages. Close date and probability migrate directly.

Accelo Leads export via the Sales API with source, status, owner, and custom fields. They map directly to Freshsales Lead records. If the customer converts Leads in Accelo before migration, we migrate the resulting Contact records instead and skip the Lead object.

Accelo Staff records export via /staff and map to Freshsales Users. Accelo distinguishes Staff (delivery users) from broader User records; we match by email and flag any Staff without a Freshsales User for admin provisioning before record import.

Accelo Jobs have no native Freshsales equivalent. We split Job metadata: deliverable milestones and phases with dates map to Freshsales Tasks with due dates and a custom job_reference__c field carrying the original Job ID; client-facing project value maps to a Deal with stage set to reflect the project lifecycle. Billable rate metadata from Job assignees preserves in a custom field.

Accelo Tasks export via /tasks with assignees, checklists, due dates, and custom fields. Checklist items within tasks preserve as sub-task rows. We map Accelo task statuses to Freshsales Task Status values aligned during scoping. Note that Accelo's custom task fields are not exposed via the public API and are flagged for manual entry.

Accelo Time Entries export via /time with billable flags, rates, and associations to Jobs, Tasks, and Staff. No bulk endpoint exists, so large time entry sets require pagination. We migrate billable/non-billable flag and hourly rate into Freshsales Task custom fields; the original time entry date becomes the Task due date.

Accelo Tickets export via /tickets with status, priority, type, assignee, and description. Custom ticket fields and categories are fully supported on the API. We map ticket statuses to Freshsales Case Status values and priority to Case Priority. Conversations migrate to Notes attached to the Case.

Accelo Retainers are a compound object combining contract terms, prepaid balance, and billing rules. Freshsales has no retainer or contract management object. We separate Retainer metadata (contract dates, client, value, balance remaining) into a Deal record with custom fields for the retainer details, and document the billing rule for manual re-creation.

Attachments on Jobs, Tasks, and Tickets export via /attachments. File content is fetched individually. We download and re-upload attachments to Freshsales via the API, preserving filename and the linked object association.

Accelo Invoices carry financial data (line items, amounts, status, client association) that may reference retired chart-of-accounts entries. Freshsales has no native invoicing object. We migrate Invoice metadata (date, amount, status, client reference) as a custom record type or Deal with invoice flag, and document the full invoice record for re-creation in FreshBooks or a separate billing tool.