Migrate from AddressTwo to Freshsales

AddressTwo Contact records carry company name as a text field rather than a separate object. We extract the unique company names from AddressTwo Contact records, create corresponding Freshsales Account records, then re-link each Contact to its parent Account via AccountId before importing the Contact batch. The Contact.Email field serves as the dedupe key for import validation.

All distinct company names collected from AddressTwo Contact.company fields create Freshsales Account records. Where multiple Contacts share the same company name, they link to the same Account. Account.Name is set from the extracted company value; any additional company fields (phone, website, address) from AddressTwo map to corresponding Account fields.

AddressTwo Deals map directly to Freshsales Deals. We preserve deal name, deal value, stage, close date, and owner. The AddressTwo pipeline stages (New, Presentation Scheduled, Contract Sent, Closed Won, Closed Lost) map to Freshsales Deal stage values that we configure before migration. Owner is resolved via email lookup.

AddressTwo logged calls map to Freshsales Task records with Task Subtype set to Call. Call duration in seconds, call notes, and call disposition text migrate as Task fields. The ActivityDate field on Task is set to the original AddressTwo timestamp to preserve the chronological activity timeline.

AddressTwo meeting records map to Freshsales Event. Start datetime, end datetime, location, and meeting title migrate as Event fields. The related Contact (WhoId) and Account (WhatId) are resolved from the Contact-to-Account mapping established during the Account creation phase.

AddressTwo tasks map directly to Freshsales Task records. Task subject, status (completed, pending, deferred), priority (high, medium, low), due date, and owner migrate as-is. Completed status from AddressTwo maps to Completed in Freshsales.

Free-text Notes attached to AddressTwo Contacts migrate as Freshsales Note records linked to the Contact via ContentDocumentLink. Note body migrates verbatim. Notes that reference a Deal in AddressTwo link to the corresponding Deal in Freshsales via WhatId.

AddressTwo email history stored as flattened BCC threads per Contact migrates as a Note record on the Contact with a marker field (hs_bcc_email_thread__c) indicating it is an imported thread. Individual email messages within the thread are preserved in chronological order within the note body. Freshsales does not create separate EmailMessage records for imported threads; the thread is presented as a consolidated activity entry.

AddressTwo contact tags migrate as Freshsales Label values. Multiple tags on a single Contact become multiple Label assignments. Tags used for segmentation map to Freshsales segments during scoping if the customer prefers a list-based grouping approach.

Campaign membership — which Contacts were sent a mass email — migrates as Freshsales Campaign records with the Contact list attached as Campaign Members. Campaign names transfer verbatim. Campaign-level analytics (open rates, click rates) are not exported from AddressTwo and do not migrate; only the member list transfers.

AddressTwo custom fields on Contacts and Deals migrate as Freshsales custom fields. We create each custom field in Freshsales Admin Settings with the matching field type (text, number, date, picklist, multi-select) before migration. Custom field API names in Freshsales use the field label sanitized to a valid API name; the original AddressTwo field name is preserved in a description field for reference.

AddressTwo owner assignments on Contacts, Companies, Deals, and Activities map by email to Freshsales User records. Owners without a matching Freshsales User are placed in a reconciliation queue; the customer's Freshsales admin provisions the missing User before that owner batch imports.