Migrate from CRM.io by 500apps to Freshsales

CRM.io Contact records (name, email, phone, company association) export directly as CSV rows and map 1:1 to Freshsales Contacts. Email field serves as the dedupe key during import. We resolve any CRM.io Account association using the exported company_name or account_id value against Freshsales Account records that are created first. Phone, mobile, and job title transfer as typed fields.

CRM.io Lead records (name, source, status, owner) map to Freshsales Lead. Freshsales Lead conversion creates a Contact, Account, and Deal from a single action; we pre-configure the lead field mapping so that CRM.io Lead data flows to the correct Freshsales Contact, Account, and Deal fields during conversion. Lead status values are mapped to Freshsales Lead Status picklist via a lookup table.

CRM.io Account/Company records (business name, industry, size, address) map to Freshsales Accounts. The account name becomes the Freshsales Account Name field used as a dedupe key. Industry, employee count, and address fields transfer directly. Accounts are created before Contacts so that Contact-to-Account Lookups are satisfied at insert time.

CRM.io Deal records carry stage, value, close date, owner, and associated Account. We map stage names to Freshsales Deal Stages, value to Amount, and close date to Close Date. The Account-to-Deal link is reconstructed using the exported account_name or account_id compound key against Freshsales Account records already loaded. Owner maps via email lookup to Freshsales User.

CRM.io Activities (calls, emails, tasks, meetings) linked to Contacts or Deals export as CSV rows. Without a source API, parent object IDs are not reliably preserved. We reconstruct Activity-to-Contact associations using date and subject matching as a fallback, then insert Freshsales Tasks and Events with the resolved Contact or Deal reference. Email content transfers as Task notes or Event notes depending on type.

CRM.io Document Management metadata (filename, type, associated record ID) exports via CSV, but binary file attachments do not. We provide a bulk file transfer option via secure shared storage where the customer uploads CRM.io files, we organize them by Contact or Deal association, and re-upload to Freshsales as document attachments linked to the correct records.

CRM.io exports Tags as comma-separated values in the Contact or Deal CSV. We expand these into Freshsales Tag format and apply them to Contact, Account, and Deal records. Tags are created in Freshsales first, then associated via the Tag API or bulk import.

CRM.io assigns record ownership to Users that export by name. We map Owner names to Freshsales User emails or IDs via a customer-provided lookup table during scoping. Any Owner without a matching Freshsales User is flagged before migration so the customer's admin can provision the User before record import.

CRM.io pipeline stages are configurable within the UI but not accessible via API. We infer the stage order and names from Deal records in the CSV export. We pre-create the matching Freshsales pipeline and stage configuration before migration so that Deal stage values are valid at insert time rather than rejected as out-of-bounds.