Migrate from CINC to Freshsales

CINC violations and work orders create custom field proliferation in Freshsales

CINC's Violations Module and Work Orders Module are first-class objects with multiple attributes (type, status, fine amount, vendor, priority, dates). Freshsales has no native equivalent — every attribute becomes a custom field on the Account or Task object. HOAs with 20+ violation types and 10+ work order categories can quickly exceed Freshsales Growth plan field limits (100 custom fields per object on Growth, 500 on Pro). We surface the complete custom field manifest before migration so your admin can request plan upgrades or prune rarely-used CINC attributes. Custom field count is a primary scope driver in the FlitStack quote.

Freshsales lifecycle stage is a single pick-list on Contact, not a cross-object property

CINC tracks owner type (owner, resident, tenant, prospect) at the homeowner record level as a flat property. Freshsales lifecycle stage applies to Contacts and is a pick-list with platform-defined values (Subscriber, Lead, MQL, SQL, Customer). CINC owner_type values must be mapped value-by-value to Freshsales lifecycle stages. If your CINC instance uses custom owner-type values beyond the standard four, those require custom pick-list creation in Freshsales before migration — we flag all unmapped values during the pre-migration field audit.

CINC behavioral messaging and Speed-to-Lead automations do not migrate

CINC's behavioral texting, Speed-to-Lead AutoTrack, auto-reassign features, and Cephai generative AI are platform-specific automation constructs. Freshsales Growth includes basic workflows, Pro enables auto-assignment rules and sales sequences, and Enterprise adds Freddy AI scoring. There is no automated path to translate CINC's automation logic into Freshsales Flow or sequence steps. We export CINC workflow definitions as a structured configuration reference so your Freshsales admin can rebuild them manually. This is disclosed upfront as part of the migration scope — workflow rebuild effort is not included in the standard FlitStack migration price.

CINC multi-community portfolios map to Freshsales Account hierarchies with lookup depth limits

HOA management companies often run 10–50 communities in CINC as separate site records with cross-community owner assignments. Freshsales Account hierarchy supports parent-child lookups but limits hierarchy depth to three levels and does not natively support cross-account owner pooling. We map each CINC community to a top-level Freshsales Account and use a custom Owner_Association__c field to link staff across communities. Circular parent-community references in CINC (which can occur with phased developments) are flagged and resolved manually before the migration validates.

Freshsales API rate limits vary by plan and can throttle large bulk imports

Freshsales applies per-minute and per-day API rate limits that vary by plan tier. Growth plan has lower throughput than Pro or Enterprise. A CINC HOA with 15,000 homeowners, 8,000 violations, and 3,000 work orders generates approximately 26,000+ record inserts. Without request pacing and retry logic, large Freshsales accounts on Growth plan can hit 429 rate-limit responses mid-migration, causing partial failures. FlitStack implements exponential backoff and batch-size tuning based on the detected destination plan tier, but the migration window extends accordingly on Growth-tier accounts.