Migrate from Cordis CRM to Freshsales

Cordis CRM contact profiles map to Freshsales Leads (unqualified prospects) or Contacts (qualified records attached to accounts). We survey the customer's Cordis instance during scoping to identify all active contact fields and determine the split rule based on the customer's pipeline stage definitions. Email address serves as the unique identifier for deduplication during Freshsales import, matching Freshsales's native import behavior.

Cordis CRM company records map directly to Freshsales Accounts. Company name becomes the Account Name field, and any domain or website data maps to the Website field. We export the contact-to-company relationship graph and remap it using company-name matching in Freshsales so that contacts are linked to their parent accounts post-import.

Cordis CRM pipeline stages migrate to Freshsales pipeline stages within the Deals module. Stage names and order are preserved, and any custom stage probability values map to Freshsales stage probability settings. We create the destination pipeline structure in Freshsales before importing any deal records to ensure stage assignments are valid at the time of import.

Cordis CRM deal records map to Freshsales Deals within the appropriate pipeline. Deal amount, close date, owner, and associated contact and company links migrate. We resolve the Freshsales owner by email match against the User table, and we resolve the associated contact and account using the ID mapping tables generated during earlier import phases.

Automated and manual tasks from Cordis CRM migrate to Freshsales Tasks with status, due date, priority, and owner preserved. Task descriptions and notes migrate as activity body text. Recurrence rules from Cordis do not carry forward; we flag recurring tasks in the reconciliation report for the customer's admin to reconfigure as Freshsales automation rules post-migration.

Cordis CRM campaign records and campaign membership data migrate to Freshsales target lists or contact segments depending on the customer's segmentation strategy. Campaign status and type fields map to Freshsales target list properties. Active campaign memberships are preserved as segment membership so that marketing ops can continue targeting migrated groups.

Cordis CRM documents linked to contact or company records migrate as Freshsales Attachments. We extract documents from the customer's export and re-associate them using record ID mapping tables. Version history is not guaranteed to export cleanly; we migrate the latest version and flag any records with multiple versions so the customer can decide whether to restore earlier versions manually post-migration.

Cordis CRM custom fields vary by customer instance and are not publicly documented. We survey the customer's instance during scoping to identify all active custom fields, infer data types from the exported values, and create matching custom fields in Freshsales before the data import phase. Custom field names and types must match exactly for Freshsales CSV import to succeed, per Freshworks support documentation.

File attachments linked to Cordis CRM records (deals, contacts, companies) are extracted individually and re-associated in Freshsales using the record ID mapping tables generated during import. Filename preservation and original file formats are maintained during extraction and upload.