Migrate from Chakra Sales CRM to Freshsales

Chakra Sales Contact records map directly to Freshsales Contact. Standard fields (name, email, phone, address) migrate 1:1. Custom Contact properties defined in Chakra Sales are mapped field-by-field against Freshsales standard fields and any pre-created custom Contact fields. Email serves as the dedupe key. Owner assignment resolves by matching Chakra Sales owner email to Freshsales User email before Contact insert.

Chakra Sales Company records map directly to Freshsales Account. Company name becomes Account Name, domain becomes Website, and industry/size fields map to Freshsales standard picklists where available. Any custom Company properties require a pre-created custom field in Freshsales before migration. The Account-Contact relationship is preserved so that each Contact links to its parent Account during the import phase.

Chakra Sales Lead records map directly to Freshsales Lead. Status, source, and qualification fields map to Freshsales standard Lead fields. Any Chakra Sales custom Lead properties map to pre-created Freshsales custom fields. Freshsales enforces field mapping rules during Lead conversion (Lead to Contact/Account/Deal), which we configure during the schema design phase to match the customer's current Chakra Sales lead lifecycle stages.

Chakra Sales Deal records map to Freshsales Deal. Deal amount, expected close date, and owner assignment migrate directly. Stage name maps to a Freshsales pipeline stage that we recreate during the discovery phase. Deal-Account and Deal-Contact associations are preserved through the Account and Contact lookup fields on the Freshsales Deal object.

Chakra Sales pipeline stages are defined per-account through no-code setup and do not export via the Cloud API. We document every stage name, order, and probability during the discovery call and recreate them as Freshsales pipeline stages with matching names and probabilities before the Deal import phase begins. If Chakra Sales has multiple pipelines, each becomes a separate Freshsales pipeline object.

Chakra Sales Task records map to Freshsales Task. Due date, assignee, status, and associated record (Contact, Lead, or Deal) migrate directly. Task assignment resolves via Owner email mapping to the Freshsales User record. If the task is a call or meeting logged in Chakra Sales, it maps to Freshsales Task with the corresponding subtype. Activity ordering is preserved by setting the created_at timestamp from the source record.

Chakra Sales workflow automation rules — including lead nurturing sequences, automated assignment, and event-triggered actions — do not export via the Cloud API. We document each automation during discovery: trigger type, conditions, action sequence, and affected object. We deliver a written inventory with a recommended Freshsales Workflow equivalent (under Admin Settings > Workflows) and schedule a rebuild workshop before go-live. The customer's admin rebuilds workflows in Freshsales post-migration.

Chakra Sales per-account custom fields on Contacts, Accounts, Leads, and Deals do not export with a schema file. We perform a field-level audit during discovery, comparing source custom fields against Freshsales's standard field list and any pre-existing custom fields. Fields without a direct match require a new custom field created in Freshsales Admin Settings before the load phase begins. We document every custom field name, type, and mapping in the migration specification.