Migrate from Bushel CRM to Freshsales

Bushel contacts map to Freshsales Contact records. The contact's primary company in Bushel becomes the AccountId lookup in Freshsales. If a Bushel contact has no linked company, Freshsales creates an Account record using the contact name or a default placeholder so the Contact record has a valid AccountId.

Bushel contacts flagged as prospects or early-stage relationships without active contracts route to Freshsales Lead. Active customer contacts with delivery history map to Freshsales Contact. The split rule applies based on Bushel's contact status field — your team confirms the threshold before migration.

Bushel company records map directly to Freshsales Account objects. Bushel's parent-company hierarchy — when configured — maps to Freshsales Parent Account lookups for maintaining corporate structures. Multi-company contact associations collapse to the primary AccountId with additional Account Contact Relationships established in Freshsales to preserve the full relationship graph from Bushel.

Bushel deals — including grain contracts, forward sales, and spot transactions — map to Freshsales Opportunity. The deal name becomes Opportunity Name, amount maps to Amount, and close date maps to Close Date. Pipeline stage in Bushel maps to Freshsales Stage Name per pipeline configuration.

Bushel deal pipelines map to Freshsales Sales Pipelines. Each Bushel pipeline becomes a named pipeline in Freshsales with matching pipeline configuration. Stage values within each pipeline map value-by-value to Freshsales Stage pick-list values, with probability percentages and forecast category fields re-applied from Freshsales stage defaults.

Bushel pipeline stage names map to Freshsales Opportunity Stage values per pipeline configuration. Bushel stage-entered timestamps migrate as custom datetime fields on the Opportunity object so historical stage-transition dates are preserved for reporting continuity and analytics timelines.

Bushel's farm demographics data — including total acreage, primary crops, irrigation type, storage capacity, and production history — has no Freshsales native equivalent. FlitStack creates custom fields such as Farm_Acreage__c, Primary_Crops__c, and Storage_Capacity__c on Contact or Account to preserve this agribusiness context in Freshsales.

Bushel delivery destinations linked to contracts migrate as a custom multi-text or pick-list field on Account — Delivery_Destinations__c — capturing location names, addresses, and facility codes used for grain delivery scheduling in the Bushel ERP workflow.

Bushel scale tickets are ERP-linked transactional records with weight, moisture content, test weight, and quality metrics. Freshsales has no native equivalent for scale ticket structure. FlitStack preserves scale ticket data as a custom object (Scale_Ticket__c) with fields for weight, date, commodity type, and quality grades, or archives as a Note on the related Account with full ticket data embedded.

Bushel contracts include commodity type, basis price, delivery window, quantity, and contract terms. These migrate as custom fields on the Freshsales Opportunity — Commodity_Type__c, Basis_Price__c, and Delivery_Window__c — preserving all commercial terms alongside the opportunity record for complete contract history.

Bushel notes on contacts, companies, or deals migrate as Freshsales Notes. Original timestamps, note body content, and author information are preserved through the migration process. Rich-text formatting and embedded images are retained where Bushel exports them in compatible formats.

Bushel tasks with due dates, owners, and status map directly to Freshsales Tasks. Task type, priority, and status map to Freshsales Task fields. Completed-on date migrates as a custom field if the original Bushel task included completion metadata for tracking historical task outcomes.

Bushel file attachments on records re-upload to Freshsales as file attachments on the corresponding record. File size limits apply per Freshsales constraints — Freshsales supports attachments up to 50MB per file. Inline images embedded in notes are downloaded and re-hosted as file attachments in Freshsales.