Migrate from AscendixRE to Freshsales

Direct map. AscendixRE contacts inherit Salesforce's Contact object structure. Standard fields (name, email, phone, title, address) map 1:1 to Freshsales Contact fields. Owner is resolved by email match to Freshsales users. Contacts without a primary company land as standalone Freshsales Contacts.

Direct map where AscendixRE has converted Salesforce Leads. Lead status, lead source, rating, and custom fields map to Freshsales Lead fields by name. Owner resolution is performed by email match to Freshsales users, with unmatched leads flagged for manual assignment. Custom fields unique to AscendixRE require corresponding Freshsales custom fields to be created before migration.

Direct map. AscendixRE companies map to Freshsales Accounts. Account name, industry, website, employee count, annual revenue, and address fields transfer directly. Parent-account hierarchies in AscendixRE map to Freshsales Account hierarchies — the parent account must be migrated first to resolve the ParentId reference.

Direct map with naming transformation. AscendixRE stores deals as Salesforce Opportunities. Deal name, amount, stage, close date, probability, and owner map to Freshsales Deal fields. Stage names require value-by-value mapping if the pick-list values differ between the source Salesforce org and the Freshsales instance.

Direct map. AscendixRE activity records (logged calls, emails, meetings, notes) stored as Salesforce Tasks and Events migrate to Freshsales Tasks and Events. Original timestamps, owners, and subject lines are preserved. Task status and priority values are mapped using value-by-value translation, with any unmatched statuses flagged for review. Rich-text notes are migrated as body content, and attachments are re‑uploaded to the corresponding Freshsales task within the plan’s storage limits.

No native equivalent in Freshsales. We create a Property custom object in Freshsales (requires Enterprise plan or Custom Modules add-on) and map property name, address, property type, square footage, unit count, year built, cap rate, and NOI fields as custom fields on that object. Property's relationship to Listings is preserved via a junction object.

No native equivalent in Freshsales. A Listing custom object is created to hold listing-specific data: listing type (For Sale, For Lease, Sublease), asking price/rent, status, available date, and listing agent. The Listing object links to the Property custom object and to Deals through a junction object since Freshsales Deals do not natively support N:N listing associations.

No native equivalent in Freshsales. A Lease custom object stores lease-specific fields: tenant name, lease start/end dates, monthly rent, lease type, square footage leased, and renewal options. The Lease object links to the Property custom object and to the Account representing the tenant.

AscendixRE stacking plans are visual floor-by-floor space-utilization tools with no Freshsales equivalent. We export stacking plan data as a structured JSON payload and as records in a Stacking Plan custom object with floor, unit, square footage, availability date, and expiry fields. The visual rendering must be rebuilt using Freshsales custom modules or a third-party visualization tool.

AscendixRE manages N:N relationships between Deals and Listings via Salesforce's Relationship Grid. Freshsales Deals have no native many-to-many listing association, so we create a Deal_Listing_Link junction object with lookup fields to both the Deal and the Listing custom object. Each unique deal-listing association from the source becomes one junction record.

AscendixRE's Commission Tracking module calculates broker commissions based on deal value and split rules. Commission records migrate as a Commission custom object linked to the Deal, storing commission amount, split percentage, broker name, and payment status. Commission calculation logic does not migrate — it must be rebuilt in Freshsales or re-entered manually.

AscendixRE file attachments stored in Salesforce Files (including those attached to Property, Listing, Lease, or Deal records) are downloaded and re-uploaded to the corresponding Freshsales record. File size limits apply — Freshsales handles attachments up to the plan-defined file storage quota (5GB/user on Pro, 100GB/user on Enterprise).