Migrate from Cetec ERP to Freshsales

Cetec Customer records map to Freshsales Account. The customer name, address, phone, email, and internal/external flag transfer directly. We flag internal customer records (the company itself) that are locked because an order has been committed; these require resolution in Cetec before migration scope closes since Freshsales does not support an internal account concept. Customer credit limits and payment terms transfer as custom fields in Freshsales since the standard schema does not include them.

Cetec stores contacts within the Customer record; Freshsales separates Contacts (individual people) from Accounts (companies). We extract Cetec contact roles (sales contact, billing contact, technical contact) and map them to Freshsales Contact roles. A single Contact may link to one or more Accounts based on the Cetec customer relationship structure. Primary contact flag from Cetec becomes the is_primary flag in Freshsales.

Cetec PQuotes map to Freshsales Deals. Quote number, customer reference, total value, status, and creation date transfer directly. Dollar-value approval thresholds from Cetec (PPV and LBV limits per user and globally) do not have a Freshsales equivalent; we document the threshold values as a custom field on the Deal for the admin to reference when rebuilding approval logic in Freshsales Automation. Quote line items (parts, quantities, unit prices) map to Deal Products in Freshsales.

Cetec Sales Orders in open or historical status map to Freshsales Deals with Closed Won or the customer's equivalent stage. Order number, customer link, line items, pricing, and fulfillment status transfer. Cetec's dual fulfillment pattern (build-and-ship versus build-to-stock on the same part) creates two line items for the same part number; we preserve both as separate Deal Product entries in Freshsales and flag the pattern in the reconciliation report.

Quote line items from Cetec (part number, quantity, unit price, discount, line total) map to Freshsales Deal Products. We resolve the Part reference from Cetec to a Product record in Freshsales if one exists; if not, we create the Product during migration and flag it for the admin to complete (description, pricing, image). The Part number becomes the Product SKU in Freshsales.

Cetec Part records map to Freshsales Product for the subset of parts used in Quotes and Sales Orders. Part number becomes Product SKU; description, unit of measure, and standard cost transfer. Part types (raw material, sub-assembly, finished good) have no Freshsales equivalent and are not migrated. BOM structures, revision levels, and attached prints do not migrate because Freshsales has no BOM or document management schema.

Cetec Users referenced on Customer, Quote, and Order records map to Freshsales Users by email match. Cetec role definitions (sales, admin, shop floor) have no direct Freshsales equivalent; we map the role to a Freshsales User Role during scope definition. Users with only shop floor access in Cetec who do not manage CRM records do not require Freshsales User provisioning.

Cetec Purchase Orders (PO records, line items, receipt history) have no Freshsales equivalent. We export a CSV of PO records for the customer's reference and include it in the delivered data package. Drop-ship PO patterns with automatic PO generation are documented as a separate out-of-scope note since they imply supply chain logic that Freshsales does not support.

Cetec Quality Codes (system-wide codes for inspections, NCRs, and receiving) do not migrate because Freshsales has no quality management schema. We export the Quality Code tables as a reference CSV included in the delivery package. Any migrated Quote or Order records that reference a Quality Code carry the code as a text field; the admin rebuilds the relevant code list in Freshsales Custom Fields if needed for reporting.