Migrate from BrightDoor to Freshsales

Extract BrightDoor data via API with full object inventory

FlitStack connects to BrightDoor via API using your credentials and performs a full data inventory across contacts, companies, deals, activities, users, attachments, and custom fields. We capture object counts, custom field definitions, pick-list values, pipeline configurations, and workflow definitions. This inventory phase identifies export constraints (pagination limits, attachment token expiry, activity history depth) and surfaces any records requiring manual intervention before migration begins.

Create Freshsales custom fields, pipelines, and pick-lists

Before data loads, FlitStack creates all required Freshsales custom fields (Lot_Number__c, Community_Name__c, Base_Price__c, Specification_Status__c, Buyer_Type__c, Financing_Type__c, Original_Registration_Date__c, Source_System_ID__c) on the appropriate objects. We also configure Freshsales Deal Pipelines matching BrightDoor's community-specific sales processes and create pick-list values that mirror BrightDoor's buyer-type and financing-type enumerations. This ensures field-level validation passes on first load. After field creation, we recommend running a test import of a small record batch to confirm all mappings resolve correctly before the full data load begins.

Resolve owner and user records by email match

BrightDoor user accounts are matched to Freshsales users by email address. FlitStack generates an owner-resolution report showing matched users, unmatched BrightDoor owners, and unprovisioned Freshsales accounts. Teams either invite missing users to Freshsales before migration or designate a fallback owner for records with no valid destination user. No record loads without a resolved owner, preventing orphaned deals and contacts. We also provide a downloadable CSV of the unmatched owners so your admin can quickly provision accounts or adjust assignments.

Run sample migration with field-level diff

A representative sample (typically 200–500 records spanning contacts, companies, deals, and activities) migrates first into a Freshsales sandbox or staging account. FlitStack generates a field-level diff comparing source values against destination values for every mapped field. You verify that community names, lot numbers, stage values, and activity timestamps appear correctly in Freshsales before committing the full run. Pick-list mapping accuracy and custom field population are validated at this stage.

Execute full migration with delta-pickup window

The full BrightDoor dataset loads into Freshsales via the Freshsales API using bulk operations for large record sets. A delta-pickup window (24–48 hours) captures any BrightDoor records created or modified during the cutover period. FlitStack maintains a full audit log of every operation, and one-click rollback is available if reconciliation reveals data integrity issues. Post-migration, we deliver a reconciliation report comparing BrightDoor record counts against Freshsales record counts by object and stage.

Deliver workflow reference export and post-migration handoff

FlitStack exports BrightDoor workflow definitions, sequence logic, and automation rules as a structured reference document for your Freshsales admin. This includes trigger conditions, action sets, and timing rules in a format compatible with Freshsales' Advanced Workflows and Sales Sequences builders. We also provide a migration summary report, a custom-field inventory document, and a 30-day post-migration support window for any data discrepancy corrections.