Migrate from APRO CRM to Freshsales

APRO CRM contacts map directly to Freshsales Contacts. Freshsales requires an AccountId (lookup to Account) for most contacts — APRO contacts without a primary company land with a default Account or get flagged for manual assignment. During migration, FlitStack AI validates that each contact has either a valid company_id mapping to an existing Freshsales Account or marks the contact for manual account association post-migration.

APRO CRM companies map to Freshsales Accounts. Account name, domain/website, industry, employee count, and annual revenue transfer directly. Parent-child company hierarchies in APRO map to Freshsales Parent Account lookup. FlitStack AI resolves parent-company relationships by first migrating top-level companies, then resolving child-company parent references to ensure hierarchy integrity in Freshsales.

APRO CRM deals map to Freshsales Deals. Deal name, value, stage, and close date transfer directly. APRO pipeline stages map to Freshsales pipeline stage values per deal pipeline. During migration, FlitStack AI validates that the Freshsales pipeline exists and that all APRO pipeline stages have corresponding Freshsales stage definitions before committing deal records.

APRO CRM agents are CRM users with property-specific permissions. They map to Freshsales Users — but only if the agent email corresponds to an active Freshsales user. Agents without matching Freshsales accounts are flagged before migration for team invite or fallback assignment. The owner resolution process attempts email-based matching first, then creates an invitation list for unmatched agents so your team can confirm access before migration.

APRO CRM property records (listings, property details, buyer requirements) have no Freshsales native equivalent. They migrate as Freshsales Custom Module records on the Enterprise plan. Property-to-contact associations become Custom Module relationship fields. This requires pre-creating the Custom Module schema with appropriate field types before migration, including pick-list fields for property_type and listing_status, number fields for sqft and bedrooms, and currency fields for price.

APRO CRM showings, calls, and offer activities map to Freshsales Sales Activities (calls, emails, meetings, tasks). Original timestamps, duration, owner, and linked contact/deal associations are preserved during migration. FlitStack AI validates that linked Contact and Deal records exist in Freshsales before committing activity associations to maintain referential integrity.

APRO CRM notes on contacts, companies, or deals migrate as Freshsales Notes attached to the corresponding record. Rich-text formatting is preserved where APRO CRM supports it. During migration, FlitStack AI strips any unsupported HTML tags from APRO notes and converts them to Freshsales-compatible formatting to ensure readability in the destination system.

APRO CRM file attachments on any record re-upload to Freshsales Files. Freshsales enforces a 25MB per-file limit — files exceeding this are flagged for manual split or compression before migration. FlitStack AI generates a pre-migration report listing all oversized files with their parent record IDs, file sizes, and recommended compression or splitting actions.

APRO CRM custom fields on any object migrate as Freshsales custom fields on the equivalent object. Property-specific custom fields (bedrooms, sqft, listing_status) require a Freshsales Custom Module and must be pre-created on Enterprise plan. Custom field types are mapped type-by-type: text-to-text, pick-list-to-pick-list, number-to-number, and currency-to-currency, with value mappings applied for pick-list values that differ between systems.

APRO CRM automatching rules that link properties to clients based on criteria have no Freshsales equivalent. We export the automatching rule definitions as a JSON reference document for your Freshsales admin to rebuild using Freshsales Workflows (Pro plan) or Freshsales Automations (Enterprise plan). The exported document includes rule conditions, action triggers, and criteria fields from APRO CRM to guide the Freshsales admin through rebuilding equivalent logic.