Migrate from Black Ice CRM to Freshsales

Black Ice stores leads as the primary entry point in the sales cycle with fields for name, email, phone, company association, and custom properties that vary by deployment. We map Black Ice Leads directly to Freshsales Lead records using email as the dedupe key. Any Black Ice lead score or status fields migrate to Freshsales custom fields on the Lead object. We require a pre-migration schema audit to identify any deployment-specific lead fields before field mapping begins.

Black Ice Accounts (companies) map directly to Freshsales Accounts. We preserve company name, address, website, and the link to associated Contact records. Account is created before any Contact import so that the Account lookup relationship is satisfied at the moment of Contact insert. Any deployment-specific company fields identified in the schema audit migrate as custom fields on Account.

Black Ice Contacts are linked to Accounts and hold individual customer records including phone, email, and custom fields. We preserve the contact-to-account relationship during migration by resolving the Black Ice company association to the Freshsales Account record created in the prior phase. Email is the primary dedupe key. Custom contact fields migrate as Freshsales Contact custom fields.

Black Ice Potential Tracking records represent pipeline stages and deal value. We map these to Freshsales Deals, preserving the stage name and estimated deal value. Stage names from Black Ice are mapped to Freshsales Deal stages with probability percentages carried forward where defined. Deal owner resolves by email match to Freshsales User. Any Black Ice Potential-specific custom fields migrate to Freshsales Deal custom fields.

Black Ice Quotes contain header fields plus line items tied to the product catalog. We export the quote header and its line items together, mapping product codes and pricing to Freshsales Product records. Quote PDFs and attached files migrate as document attachments to the Quote record. Freshsales supports Quotes from the Blossom tier onward.

Black Ice Orders are derived from accepted Quotes and trigger automatic stock reduction. Freshsales does not have a native Order object. We map Orders to Freshsales Deals with a configuration flag or Deal custom field indicating order status, and product associations migrate as Deal-Product relationships. The customer should confirm whether Quotes, Orders, or both are in active use during scoping so that the mapping prioritises the most operationally relevant records.

Black Ice Invoices are linked to Orders and carry payment status and line item data. Freshsales has no native invoice object at any tier. We map invoice header fields (invoice number, date, amount, payment status) to custom fields on the corresponding Deal record, and line items to Deal-Product relationships. For customers relying heavily on invoicing, we recommend a separate Freshworks finance product or a third-party accounting integration post-migration.

Black Ice Product records include name, SKU, price, and current stock level. We map Product2 records in Freshsales using SKU as the dedupe key, with UnitPrice created as Standard Price Book entries. Stock quantities and reorder thresholds migrate as custom fields on the Product record. Product-to-order associations migrate as Deal-Product relationships. Note that Freshsales has no native inventory management; live stock updates require post-migration reconciliation or a dedicated inventory system integration.

Black Ice tracks current stock quantities and alert thresholds with automated inventory reduction when orders are placed. Freshsales does not have a native inventory module. We migrate current stock levels and reorder thresholds as custom number fields on the Product record. Any picking list documents generated by Black Ice are application-derived outputs and are not primary records; we extract the underlying stock data as part of the Products export and flag that live inventory management requires post-migration setup.

Black Ice CRM is described as fully customisable per module, meaning custom fields vary between deployments. We require a pre-migration field audit via sample export or screen walkthrough to document the actual schema before building the field mapping spreadsheet. Each custom field is typed (text, number, date, picklist, checkbox) and mapped to the equivalent Freshsales custom field type. Custom fields are created in Freshsales before any data import begins.

Black Ice stores owner assignments on Leads, Accounts, Contacts, Deals, Quotes, and Orders. We resolve owners by email match against the Freshsales User table. Any Black Ice owner without a matching Freshsales User is held in a reconciliation queue for the customer's admin to provision before record import resumes. OwnerId references are validated before each import phase to avoid rejected records.