Migrate from Datacor CRM to Freshsales

Datacor CRM Contacts are the primary customer record and include regulatory compliance contact roles, shipping addresses, and EDI readiness flags. We map these to Freshsales Contact records, preserving the contact name, email, phone, and address fields. Chemical-industry-specific roles (compliance contact, hazmat contact) are held as text in a custom Contact field since Freshsales has no native role-type concept. EDI readiness flags map to a custom checkbox field. Owner assignment resolves by email match against Freshsales User records.

Datacor CRM Accounts represent chemical distributors and manufacturers with industry classification, regulatory certifications, and parent-subsidiary hierarchies. We map these to Freshsales Account records with the account name, website, industry, phone, and address preserved. Parent-subsidiary hierarchy maps to the Freshsales Account Parent Account lookup, though the customer should validate that the subsidiary structure in Datacor represents a legal hierarchy rather than a product-line grouping. Regulatory certification dates (such as Responsible Care certification) map to custom date fields created before migration.

Datacor CRM Opportunities track chemical sales cycles that commonly span 30-180+ days and involve multi-stage approvals for hazardous material quotes. We map Opportunities to Freshsales Deals, preserving stage name, close date, probability (as a percentage field), and amount. Stage names from Datacor map to Freshsales deal stages, but the customer defines the stage sequence in Freshsales during setup. Complex approval workflows tied to hazardous material thresholds do not migrate; we document them in the automation inventory for the admin to rebuild.

Datacor CRM Quotes are tightly integrated with the ERP pricing engine and carry product formulations, quantities, and regulatory specifications per line. We extract quote headers and line items and map them to Freshsales Quotes and Quote Line Items. Chemical-specific annotations per line (such as hazard classifications or SDS references) require pre-created custom fields on the Quote Line Item object, as the standard Freshsales Quote structure does not include per-line annotation fields. Quote PDFs migrate as attachments linked to the Quote record.

Datacor CRM Cases manage customer service requests and complaint tracking for chemical distributors. Freshsales does not have a native Cases object in the base CRM tier; service requests are typically handled as Deals with a service pipeline or as Tasks attached to the Account. We recommend creating a separate Freshsales Deal pipeline for service cases during setup, with case stages mapped to deal stages. The customer chooses the pipeline approach during scoping. Case-thread email history may export as plain text from Datacor; we import it as a Note linked to the Account or Deal.

Datacor CRM Product records carry chemical-specific attributes: CAS Registry Numbers, GHS hazard classifications, SDS document links, and formulation data. These fields have no standard equivalent in Freshsales. We create custom fields on the Freshsales Product object (CAS_number__c, GHS_classification__c, SDS_url__c) before migration, then map the product name, SKU, and unit price from Datacor alongside the chemical-specific attributes. Products without chemical-specific data (non-chemical product lines added after initial Datacor setup) migrate as standard Freshsales Products.

Call reports, logged activities, and task records export as date-stamped entries linked to Contacts or Accounts. We preserve the activity type, date, owner, and description text. Freshsales Task records include Status, Priority, and due date fields. Activity sequences or engagement scoring from Datacor do not have a direct Freshsales equivalent; we document the original values for the admin to assess in Freshsales's Freddy AI scoring if applicable on the plan tier.

Datacor CRM does not expose a documented bulk attachment export endpoint via its API layer. Attachments stored in the CRM export individually per record. We extract attachment file names and URL references from Datacor and import them as Freshsales Note records with a link back to the parent record. If the attachment is a PDF (such as an SDS document attached to a Product), we recommend the customer store it in a cloud file service (Google Drive, SharePoint) and link to it from the Freshsales Note rather than attempting a binary file migration.