Migrate from Affinity Fieldreach to Freshsales

Affinity Persons map directly to Freshsales Contacts when the person has an existing business relationship. The primary email address maps to the Contact email field, and name fields split into first_name and last_name where available. Organization linkage resolves via the AccountId lookup after Organizations migrate.

Affinity Persons without an associated Organization, or Persons flagged as early-stage in a relationship lifecycle, route to Freshsales Leads. This decision is configurable — your team specifies which Person records should land as Leads versus Contacts. Lead custom fields carry over from Affinity Person properties.

Affinity Organizations map to Freshsales Accounts with direct field mapping for name, domain, industry, and employee count. Parent-child organization hierarchies in Affinity map to the Freshsales Account ParentId field. Circular reference detection flags any orphaned hierarchy loops before the migration commits.

Affinity Opportunities map to Freshsales Deals — the deal name, amount, expected close date, and stage all translate directly. Stage values are mapped value-by-value: each Affinity stage name gets a corresponding Freshsales pipeline stage name. The owner resolves by email match against Freshsales users.

Affinity Lists are named containers of Opportunities. Each unique Affinity List becomes a Freshsales Sales Pipeline. Pipeline creation requires Freshsales Pro plan or above — we verify your plan tier before mapping. Pipeline stage definitions are created in Freshsales to match the Affinity List's entry stage values.

Affinity List Entry records (the junction between a Person, Organization, and Opportunity within a List) have no direct Freshsales equivalent. The entry's custom field values migrate as custom fields on the associated Deal. List membership is also preserved as a Deal tag for reporting segmentation.

Affinity tracks a numeric relationship strength score on Person–Organization links. Freshsales has no native equivalent. We create a custom Number field (Relationship_Strength__c) on the Contact record and populate it from the Affinity API's relationship_strength value. If no value exists, the field is left blank.

Affinity Notes attach to Persons, Organizations, or Opportunities and often contain rich-text content with embedded links, mentions, or formatted tables. Each Note migrates as a Freshsales Note linked to the equivalent Contact, Account, or Deal record. Original created timestamps are preserved. Rich-text formatting is retained where the source format is compatible, and plain-text fallbacks are generated for any incompatible formatting patterns.

Affinity email activities map to Freshsales Tasks with Type='Email', preserving the original sent date and thread references. Calls map to Tasks with Type='Call', including call duration and outcome if recorded in Affinity. Meetings map to Freshsales Events with start/end times, subject, location, and attendee lists preserved from the original Affinity activity records. Owner assignments follow email-based user resolution to ensure activity attribution to the correct Freshsales user.

Affinity file attachments on Persons, Organizations, or Opportunities are downloaded from Affinity storage and re-uploaded to the equivalent Freshsales record, maintaining original file names and content. Freshsales file storage limits apply per plan tier — Growth at 5MB, Pro at 25MB, and Enterprise at 100MB per file. Files exceeding the target plan's size limit are flagged for manual handling with guidance for direct upload.

Affinity custom fields on Persons, Organizations, or Opportunities map to Freshsales custom fields created in the Admin Settings. Field type mapping is type-aware: text to text, number to number, date to date. Pick-list fields use value-by-value mapping in Freshsales Admin.

Affinity webhooks are platform-level integrations that point to external URLs. These do not migrate — they must be re-created in Freshsales using Freshsales webhooks or the Freshworks marketplace. We provide a webhook inventory export from Affinity as a rebuild reference.