Migrate from Atollon Lagoon CRM to Freshsales

Atollon stores individual contacts as Folders within the firm database, classified by type columns (client, potential client, partner, or custom). We map Folder records to Freshsales Contacts, preserving the Folder type as a custom contact field, the contact's email address as the dedupe key, and the linked Firm reference as the AccountId lookup. Folders without an email address are flagged for review before import.

Atollon Firms are the company-level records, classified as client, potential client, or partner. We map Firms to Freshsales Accounts with a 1:1 field mapping on name, address, phone, website, and industry. The Firm classification column migrates to a custom Account field. Account is created before Contact import so that the AccountId lookup is satisfied at Contact insert time.

Atollon Projects with the Contracts subtype carry template-driven fields (contract value, renewal date, contract type). We map these to Freshsales Deals, assigning a Deal subtype custom field to distinguish them from other project types. Contract-specific fields (renewal date, contract value) map to Freshsales custom Deal fields. We use Freshsales Record Types to segment by project subtype if the customer requires separate pipeline views for each project type.

Atollon Business case projects carry structured fields for justification data, projected ROI, and approval status. We map these to Freshsales Deals with a custom Business case subtype field. Approval status and ROI projections migrate to custom Deal fields. The project template origin is preserved in a migration metadata field so that subtype classification is auditable post-migration.

Service contract projects in Atollon track deliverables, SLA terms, and service-level milestones against a Firm. We map these to Freshsales Deals with a custom Service contract subtype field. SLA terms and deliverable descriptions migrate as custom fields on the Deal. Milestone data attached to the service contract migrates as a separate task list linked to the Deal.

Consultation and implementation projects in Atollon track scope, milestones, and resource allocation. We map these to Freshsales Deals with a custom Consultation subtype field. Project milestones migrate as Tasks against the Deal, preserving due dates and milestone status from the Atollon record.

Atollon Activities track engagement records (calls, emails, meetings, tasks) linked to Folders or Firms. We map each activity type to its Freshsales equivalent: calls to Freshsales Call records, emails to Email records, meetings to Meeting records, and tasks to Task records. Activity owner resolves via email match to the Freshsales User. Timestamp and duration fields migrate directly. Linked Folder or Firm references resolve to the migrated Contact or Account.

Atollon Milestones track timeline checkpoints within Projects or Activities. We map Milestones to Freshsales Tasks linked to the corresponding Deal (from the project mapping). Milestone order, due date, and status migrate directly. Any custom field values stored on the Milestone via formvalue records are parsed and populated on the Freshsales Task custom fields.

Atollon custom forms are attached to Folders, Projects, Activities, and Milestones via formID and context. Formvalues are stored separately and linked by formvalue ID — the relationship between form and formvalue is not always 1:1. We parse each formvalue record individually, resolve the field schema via formID, and map field-level values to Freshsales custom properties on the corresponding standard object. We create Freshsales custom fields (text, number, date, picklist, or checkbox) before import and populate them during the object import phase. This normalisation step adds a preprocessing pass not required for standard object migration.

Atollon's service and support module manages ticket-like records. We map these to Freshsales Tickets, preserving status, priority, assigned agent (resolved by email match), and linked Firm/Project references. Ticket conversation history migrates as a threaded note or attachment on the Freshsales Ticket.

Atollon billing and finance module generates invoices linked to Projects or Firms. We map invoice header data (invoice number, date, amount, status) and line items to custom fields on the corresponding Freshsales Deal. Detailed financial history migration depends on the destination Freshsales tier and whether the customer uses Freshbooks or another finance integration. We document the invoice field mapping and flag any financial data that requires a separate accounting system migration.