CRM migration
Field-level mapping, validation, and rollback between Contractor+ and Freshsales. We move data and schema; workflows are rebuilt natively in Freshsales.
Contractor+
Source
Freshsales
Destination
Compatibility
9 of 10
objects map 1:1 between Contractor+ and Freshsales.
Complexity
BStandard
Timeline
48–72 hours
Overview
Contractor+ organizes work around a client-centric model: clients hold contacts, jobs, estimates, and invoices in a flat structure. Freshsales uses the Lead-Contact-Account-Deal hierarchy with separate objects for each entity type. FlitStack AI maps Contractor+ clients to Freshsales Accounts and Contacts, Contractor+ jobs to Freshsales Deals, and Contractor+ estimates to Freshsales Deals with the appropriate stage set. Estimates and invoices transfer as deal fields or custom fields depending on their complexity. Custom fields on clients, contacts, and jobs map to Freshsales custom fields created during setup. Owner resolution matches Contractor+ user emails to Freshsales user accounts. Automations, workflow rules, and job-scheduling logic from Contractor+ do not migrate — those require manual rebuild using Freshsales Workflows and Sales Sequences. FlitStack runs the migration via API with scoped read-only access to Contractor+; your team continues working throughout. A 24–48 hour delta-pickup window captures any in-flight changes during final cutover. The migration also preserves original creation timestamps and last-modified dates, enabling accurate historical reporting from day one in Freshsales.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Contractor+ object lands in Freshsales, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Contractor+
Client
Freshsales
Account
1:1Contractor+ clients map to Freshsales Accounts directly. Business name, address, phone, and website fields carry over. Contractor+ clients without a company name (individual contractors) map to Accounts with the client name used as the Account Name. This ensures each contractor appears as a distinct account in Freshsales.
Contractor+
Contact
Freshsales
Contact
1:1Contractor+ contact records map to Freshsales Contacts. First name, last name, email, phone, mobile, job title, and address fields transfer directly. The contact is linked to the Account created from the parent Contractor+ client. This maintains a clear hierarchy and enables full contact history tracking.
Contractor+
Client (primary contact)
Freshsales
Lead
1:manyContractor+ contacts that have not converted to a paying client in the source system can be routed to Freshsales Leads. Lead status defaults to 'New' and the lead is associated with the corresponding Account for later conversion. This provides a warm pipeline for future sales outreach.
Contractor+
Job
Freshsales
Deal
1:1Contractor+ jobs map to Freshsales Deals. Job name becomes the Deal Name. Job amount transfers to the Deal Amount field. Job status (quote sent, in progress, completed, cancelled) maps to Freshsales Deal Stage via value mapping. Each stage preserves the original workflow context for reporting.
Contractor+
Estimate
Freshsales
Deal (name + custom fields)
1:1Contractor+ estimates become Freshsales Deals with the estimate name as Deal Name. Line item totals roll up to the Deal Amount. Estimate status (draft, sent, accepted, rejected) maps to corresponding Freshsales Deal Stage values. Accepted estimates trigger a stage change in Freshsales.
Contractor+
Invoice
Freshsales
Deal (custom fields) or Custom Object
1:1Contractor+ invoices with paid status map to Closed Won Deals with the paid amount in Deal Amount and a custom field capturing invoice number. Unpaid invoices map to Deals at the appropriate stage with invoice number and payment status stored in custom fields. Complex multi-payment invoices may require a custom Invoice object in Freshsales.
Contractor+
Job attachment
Freshsales
Freshsales Files
1:1Contractor+ file attachments on jobs and estimates download and re-upload to Freshsales Files, linked to the corresponding Deal record. File size limits apply — Freshsales enforces a 25MB per-file limit. Files larger than 25MB are flagged for manual upload, preserving all content while respecting platform constraints.
Contractor+
Owner
Freshsales
Owner (User)
1:1Contractor+ user records resolve to Freshsales users by email match. Unmatched owners are flagged before migration. Their records assign to a fallback owner in Freshsales or can be invited before migration runs. This ensures every record has a designated owner for accountability and tracking.
Contractor+
Custom field (client, contact, job)
Freshsales
Custom field
1:1Contractor+ custom fields on clients, contacts, and jobs require Freshsales custom fields to be created before migration. Pick-list values in Contractor+ map to Freshsales pick-list values via value mapping where options match, or stored as text where they do not.
Contractor+
Tag
Freshsales
Tag
1:1Contractor+ tags on clients, contacts, and jobs transfer directly to Freshsales Tags. Tags apply to Accounts, Contacts, and Deals. Freshsales supports multiple tags per record. Tagging helps segment data for targeted marketing campaigns, workflow automation, and performance reporting across the CRM.
| Contractor+ | Freshsales | Compatibility | |
|---|---|---|---|
| Client | Account1:1 | Fully supported | |
| Contact | Contact1:1 | Fully supported | |
| Client (primary contact) | Lead1:many | Fully supported | |
| Job | Deal1:1 | Fully supported | |
| Estimate | Deal (name + custom fields)1:1 | Fully supported | |
| Invoice | Deal (custom fields) or Custom Object1:1 | Fully supported | |
| Job attachment | Freshsales Files1:1 | Fully supported | |
| Owner | Owner (User)1:1 | Fully supported | |
| Custom field (client, contact, job) | Custom field1:1 | Fully supported | |
| Tag | Tag1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Contractor+ gotchas
Freedom plan monthly limits silently block new estimates and invoices
Client Portal shares all linked Jobs with clients by default
Contractor+ has no documented public API for bulk export
Freshsales gotchas
Freddy AI is Pro-tier only despite heavy marketing
Post-migration emails and sequences are disabled
Bot session credits are a one-time 500-session allocation
Phone credits charged per minute with no cap
File storage limits scale with plan tier
Pair-specific challenges
Migration approach
Audit Contractor+ data and create Freshsales schema
FlitStack extracts a full export of your Contractor+ data — clients, contacts, jobs, estimates, invoices, custom fields, owners, and attachments. We audit record counts, identify duplicate contacts, flag records with missing required fields, and map all custom field types. Based on this audit, we deliver a Freshsales schema setup plan: which custom fields to create, which Freshsales object each custom field belongs to, and the value mapping table for any pick-list fields.
Create Freshsales custom fields and resolve owners
Your Freshsales admin creates the custom fields listed in the schema plan. FlitStack confirms the field types, pick-list values, and visibility settings match the mapping plan. Simultaneously, Contractor+ owner emails are matched to Freshsales user accounts by email. Unmatched owners are flagged — your team either invites them to Freshsales or assigns them to a fallback user. No data moves until all custom fields exist in Freshsales and owner resolution is complete.
Run sample migration with field-level diff
A representative slice of data — typically 100–500 records spanning clients, contacts, jobs, and estimates — migrates to a Freshsales sandbox or the production account (per your choice). FlitStack generates a field-level diff report comparing source values to destination values for every mapped field. You verify that job status mapping, custom field values, owner assignment, and estimate-to-deal stage routing are correct before the full migration commits.
Execute full migration with delta-pickup window
The full migration runs: Clients to Accounts, Contacts to Contacts and Leads, Jobs to Deals, Estimates to Deals with stage mapping, and Invoices to Deal custom fields or custom objects. Contractor+ files download and re-upload to Freshsales Files linked to the corresponding records. A delta-pickup window of 24–48 hours runs after the bulk load, capturing any records created or modified in Contractor+ during the migration window. FlitStack generates an audit log of every record written to Freshsales with source ID, destination ID, and timestamp.
Reconcile and verify; one-click rollback available
FlitStack delivers a reconciliation report: record counts by object, a sample of records checked field-by-field, and a list of any records that failed to write with error reasons. Your team reviews the report and approves go-live. If reconciliation fails, a one-click rollback reverts the Freshsales account to its pre-migration state. After approval, your team configures Freshsales Workflows using the exported Contractor+ automation definitions as a rebuild reference.
Platform deep dives
Contractor+
Source
Strengths
Weaknesses
Freshsales
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 2 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Contractor+ and Freshsales.
Object compatibility
2 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Contractor+: Not publicly documented in the developer reference.
Data volume sensitivity
Contractor+ doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Contractor+ to Freshsales migration scoping. Not seeing yours? Book a call.
Walk through your Contractor+ to Freshsales migration with a real engineer — 30 minutes, free, written quote within 24 hours.
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