Migrate from Bigin by Zoho CRM to Freshsales

Bigin Contact records map directly to Freshsales Contact records. The mapping preserves First Name, Last Name, Email, Phone, Address, and lifecycle fields. Bigin's Owner assignment maps to Freshsales Owner by email match. We validate that every Contact's email is unique against the Freshsales Contact dedupe key before insert to prevent duplicates from a previously uncleaned Bigin database.

Bigin Company records (API name: Accounts) map to Freshsales Account records. The Company domain name becomes the Account Website field and serves as the dedupe key during import. We preserve Company-Contact linkages by importing Accounts before Contacts and resolving the AccountId lookup at Contact insert time.

Bigin Deals map to Freshsales Opportunities. The Bigin deal stage maps to a Freshsales Sales Cycle stage, and the pipeline assignment maps to a Freshsales Sales Cycle configuration that we create during schema design. Closed-Lost and Closed-Won reasons from Bigin custom fields migrate as text fields on the Opportunity record.

Each Bigin Pipeline with its sub-pipeline and stage structure maps to a Freshsales Sales Cycle with corresponding stage names and probabilities. Bigin's Express plan allows 3 pipelines; Premier allows unlimited. We replicate this structure in Freshsales by creating one Sales Cycle per Bigin Pipeline. Stage probability percentages migrate from Bigin to Freshsales stage configuration. If Bigin uses a single pipeline, we create a single Sales Cycle and map the stages directly.

Bigin Product catalog records map to Freshsales Product records with Standard Price Book entries created during import. Product name, unit price, tax settings, and description migrate directly. Custom product fields created via Bigin's Developer Console follow the namespace convention and map to Freshsales custom fields pre-created during schema design.

Bigin Task records linked to Contacts, Companies, or Deals migrate to Freshsales Task records with Owner, due date, status, and priority preserved. Task-to-parent linkages migrate by resolving the parent Contact, Account, or Opportunity lookup at migration time. Due date ordering is preserved in Freshsales by setting the Activity Date to the original Bigin timestamp.

Bigin Event records migrate to Freshsales Event records with Start Time, End Time, Location, and recurrence data preserved. Note that Bigin's Bulk Read API squashes recurring events into a single entity, so we flag this during scoping and migrate recurring events as a single Event record with recurrence metadata. Individual event instances beyond the squash are not recoverable from the Bulk Read export.

Bigin Call records associated with Contacts, Companies, or Deals migrate to Freshsales Call Log records. Call duration, subject, outcome, and timestamp migrate directly. Call-to-parent linkages resolve at migration time against the imported Contact, Account, or Opportunity records. We flag any Call records whose parent contact has not yet been imported and resolve them in a second pass.

Bigin Notes migrate to Freshsales Note records linked via the parent record's lookup field. Notes are excluded from Bigin's Bulk Read API and must be retrieved via individual record API calls, which consume 1 credit each versus the 3 credits per Get Records call. We scope the Notes volume before migration and budget API credits accordingly. Parent-record lookups are resolved by matching the Note's parent record ID against the imported Contact, Company, or Deal.

Bigin custom fields created via the Developer Console use the <topping_namespace>__<field_label> naming convention and are scoped per module. We map these fields explicitly during scoping, pre-create matching Freshsales custom fields of equivalent type (text, number, date, picklist, multi-select), and validate field types before migration so that data is not rejected by Freshsales validation rules. Any picklist values in Bigin that do not exist in Freshsales require picklist value creation before import.