Migrate from Bloomr to Freshsales

Live API exploration and data profiling

We begin every Bloomr engagement by probing the source system live, not by assuming the documented schema. We attempt to authenticate to any available API endpoint, enumerate objects, confirm pagination behavior, and measure rate limits. We also request a manual data export from the Bloomr UI to cross-reference against the API results. The output is a written scoping report with confirmed record counts per object, a list of accessible fields, any discovered tier constraints, and a recommendation on whether API-based migration or CSV-based migration is the appropriate path.

Freshsales schema provisioning

We provision the destination Freshsales schema before any data moves. This includes creating any Custom Fields required by the Bloomr data, configuring Freshsales Deal Stages to match the Bloomr stage labels (creating custom stages where Bloomr uses non-default values), and designing the Lead-Contact split rule for Contacts from Bloomr. If Bloomr exposes a custom object structure, we create Freshsales Entity Storage objects with the appropriate lookup relationships. Schema provisioning uses the Freshsales Admin API. We validate the schema in the customer's Freshsales environment before proceeding to migration.

Owner reconciliation

We extract every distinct Bloomr Owner referenced on Deals and Contacts and attempt to match by email against the destination Freshsales org's User table. Owners without a matching Freshsales User enter a reconciliation queue. The customer's Freshsales admin provisions any missing Users before record migration begins. OwnerId references must be resolved before Deal and Contact records can be inserted without errors. We do not create placeholder or phantom users; the admin must provision real User records.

Record migration in dependency order

We run record migration in the order that satisfies foreign-key dependencies: Accounts first (from Bloomr Companies), then Contacts (with AccountId resolved where applicable), then Deals (with OwnerId and ContactId resolved), then Activity history (Tasks and Events via Freshsales API with appropriate batching). Custom Fields populate during each phase rather than in a separate step. Each phase emits a row-count reconciliation report before the next phase begins. If Bloomr API is inaccessible and we are working from CSV exports, we run CSV-based imports using the Freshsales bulk import endpoint with the same dependency order.

Cutover and gap documentation

We freeze Bloomr write access during cutover, run a final delta scan for any records modified during the migration window, apply those delta updates to Freshsales, then mark Freshsales as the system of record. We deliver the Workflow and Automation Gap Inventory to the customer's admin: a written list of every Bloomr automation we identified during scoping, the trigger and conditions we observed, and the recommended Freshsales workflow builder equivalent. We do not rebuild Bloomr automations as Freshsales workflows inside the standard migration scope; that is a separate rebuild engagement.

Post-cutover validation and support window

We support a five-business-day hypercare window after cutover during which the customer's sales team can flag any records that appear missing, incorrectly mapped, or incomplete. We resolve reconciliation issues within scope at no additional charge during this window. We do not provide ongoing admin support, training, or workflow rebuild as standard scope. Any post-migration admin questions, training requests, or workflow rebuild work are separate engagements.