Migrate from CompanyHub CRM to Freshsales

CompanyHub Contacts map directly to Freshsales Contacts. Standard fields (name, email, phone, title, address) transfer as typed equivalents. Unlimited custom fields on Contacts migrate to Freshsales custom contact fields. We use email as the dedupe key during import. The original CompanyHub contact ID is preserved in a custom field chub_original_id__c for reconciliation.

CompanyHub Companies map to Freshsales Accounts. The company domain name maps to the Account Website field. Account is created before Contact import so that the Account lookup is satisfied at the moment of Contact insert. We use company name as the dedupe key.

CompanyHub Deals map to Freshsales Deals. Deal amount, close date, stage name, and pipeline assignment transfer. We map the CompanyHub dealstage property to Freshsales Deal Stage. Closed-won and closed-lost statuses and associated reasons migrate to Freshsales deal status fields.

Each CompanyHub pipeline stage name and probability percentage maps to a corresponding Freshsales deal stage. We configure the Freshsales deal pipeline with matching stage names and probability weights before Deal import. Stage ordering is preserved per the original CompanyHub pipeline sequence.

CompanyHub Tasks migrate to Freshsales Tasks with due date, priority, status, and assigned owner preserved. Tasks linked to Contacts carry the Contact lookup. Tasks auto-generated by UTrons migrate as standard tasks; we flag these in the deliverable so the customer can validate or rebuild automation rules in Freshsales.

CompanyHub Custom Tables (Properties, Payments, Courses, etc.) map to Freshsales Custom Objects. This requires pre-provisioning the destination schema during discovery: we capture the Custom Table field layout from CompanyHub documentation, create matching Custom Object fields in Freshsales with equivalent data types, then import row data. We use the Custom Table's primary key as the dedupe key in Freshsales.

CompanyHub Quotes (Sales Order and Quote documents) migrate to Freshsales Quotes if the destination Freshsales plan supports them (Professional and above). Quote line items, totals, and template references transfer. Signed Quote PDFs migrate as attachments to the associated Deal.

CompanyHub Users map to Freshsales Users. We match by email address as the primary key. Any CompanyHub Owner referenced on a record but without a matching Freshsales User is held in a reconciliation queue for the customer admin to provision before record import resumes.

CompanyHub email activity records migrate to Freshsales Activity timeline entries linked to the parent Contact. Note that CompanyHub API may return only email metadata (timestamp, recipient, open status) without full message body in some cases. We flag any gaps in email body content during scoping and inform the customer before migration begins.

CompanyHub Notes migrate to Freshsales Notes linked to the parent Contact, Account, or Deal. Rich text formatting in notes transfers where the API payload supports it. Notes without a resolvable parent record are held for customer review.