Migrate from Advantage HITS to Freshsales

Standard Contact records from Advantage HITS map directly to Freshsales Contact. All standard fields (name, email, phone, title) migrate via CSV import. Custom contact properties enumerated from the Advantage HITS field metadata panel migrate as Freshsales custom fields, preserving the source field type (text, number, date, dropdown). We set the original creation timestamp as a custom field since Freshsales import defaults to import-time creation date.

Advantage HITS Company records map to Freshsales Account. Address, industry, and description fields migrate to the corresponding Account fields. Account Name serves as the dedupe key during import. We resolve the mapping before any Contact import so that the parent Account reference is satisfied at Contact insert time.

Advantage HITS Deal records map to Freshsales Deal. Deal name, value, owner, and close date migrate directly. Pipeline stage mapping requires explicit crosswalk resolution because Advantage HITS stores stage names as free-text. Each deal's stage is resolved to the matching Freshsales pipeline stage by name after the pipeline definition is exported from the source.

Advantage HITS pipeline definitions export separately from deal records. We export the full pipeline structure including stage names, stage order, and any win/loss stage flags. Freshsales pipelines are pre-created in the destination account before deal import begins, with stage names and probabilities configured to match the source definition. If a deal references a stage name that does not exist in the destination pipeline, we flag it for manual resolution.

Email activity logs associated with contacts or deals migrate as Freshsales Email records attached to the parent Contact or Deal. Subject, body text, timestamp, and sender/recipient information map directly. Activity ordering is preserved by setting the original timestamp on the Freshsales record.

Call activity records migrate to Freshsales Call records linked to the parent Contact or Deal. Call duration, disposition, and timestamp migrate to the corresponding Freshsales Call fields. Any call notes associated with the record migrate as part of the call body.

Meeting records from Advantage HITS map to Freshsales Tasks with a meeting type indicator. Start time, end time, location, and attendee information migrate to the Freshsales task fields. We preserve the original timestamp for ordering in the activity timeline.

Task activity records migrate to Freshsales Tasks. Status (completed, open, overdue), priority, due date, and description migrate directly. Owner assignment resolves via the User mapping table by email.

Note records associated with contacts, companies, or deals migrate to Freshsales Notes attached to the parent record. Rich text formatting preserves where the source format is convertible. Notes without a parent record are attached to the associated Contact.

User-defined fields on Contacts, Companies, or Deals are enumerated from the Advantage HITS field metadata panel during discovery. We create matching Freshsales custom fields of equivalent type (text, number, date, dropdown) before data import, then map values during the import phase. Dropdown custom fields require the picklist values to be pre-created in Freshsales before import runs.

Tags applied to contacts, companies, or deals export as a per-record list. We expand these into individual tag assignments in Freshsales. If the destination account has tagging limits on the selected plan, tags exceeding capacity are appended as a comma-separated custom field value on the record.

Advantage HITS user accounts export with name, email, role, and active/inactive status. Owner assignments on Contacts, Companies, Deals, and Activities remap to Freshsales Users by email match. Inactive users in the source are provisioned as inactive users in Freshsales to preserve assignment history without sending notifications.