Migrate from Delta Sales CRM to Freshsales

Delta Contacts map to Freshsales Contact records with name, phone, email, address, and company linkage preserved 1:1. Email is the dedupe key. We resolve the Delta company_id reference to the Freshsales Account created from the same Delta Company export. Phone number formatting is normalized during transform to match Freshsales's expected format (no country code prefix assumed by default; we confirm with the customer during scoping).

Delta Companies map to Freshsales Account records. The company name becomes Account Name, and any address data maps to the billing address fields. Accounts are imported before Contacts so that the Account-Contact relationship is satisfied at Contact insert time. Duplicate account detection uses company name match by default unless the customer has a unique identifier field they prefer.

Delta Leads map directly to Freshsales Lead records with status, source, and owner assignment preserved. The lead_status field maps to Freshsales Lead Status values. Any lead score stored in a Delta custom field migrates to a Freshsales custom field. If the customer's Delta instance has leads in a converted state (linked to deals), we preserve the conversion timestamp in a custom field for audit.

Delta Deals map to Freshsales Deal records. The deal amount, stage, owner, expected close date, and associated contact and account references migrate directly. We resolve Delta's pipeline-stage model to Freshsales's pipeline and stage configuration during the pre-migration schema setup phase. Closed-Lost and Closed-Won status migrate with the original close reason if stored in a custom field.

Delta's customizable pipeline stages map to Freshsales Pipeline stages during the pre-migration configuration phase. We export Delta pipeline names, stage definitions, and stage order as configuration metadata, then recreate the pipeline structure in Freshsales with matching stage names and probabilities before Deal records are imported. Stage probability percentages are preserved if configured in Delta.

Delta Products map to Freshsales Product records with name, price, unit, and description preserved. Product codes (if used in Delta as SKU fields) migrate to the Freshsales product code field. Products are imported before Deals so that line item associations can be resolved during Deal import.

Delta Invoice records do not have a direct Freshsales equivalent because Freshsales does not include a standalone invoicing object in its standard CRM tier. We export invoice headers and line items and reconstruct them as Deal Line Items in Freshsales, preserving product, quantity, unit price, and total. If the customer requires standalone invoice management post-migration, we recommend a Freshsales integration with FreshBooks, QuickBooks, or Xero.

Delta Activities (tasks, meetings, calls, reminders, follow-ups) map to Freshsales Task and Event records. Activity type determines the mapping: tasks and follow-ups become Task records; meetings become Event records; calls become Task records with call-specific custom fields. We preserve activity date, assignee, status, and any notes content. Activity owner mapping resolves by email match against Freshsales Users.

Delta Beat Plans (route sequences assigned to field reps) have no native Freshsales equivalent. We export the beat plan structure including route name, assigned rep, customer visit sequence, and planned visit dates, then reconstruct it as a custom object (Route_Plan__c) in Freshsales with a related list of Account visits. The customer reviews the custom object schema during sandbox validation and approves the rebuild before production migration. Territory management on Freshsales Enterprise ($59/user/mo) offers a partial alternative if the customer upgrades.

Delta custom fields across all objects migrate to Freshsales custom fields of equivalent type (text, number, date, picklist, multi-select). We export the field definitions during discovery, confirm the target field types in Freshsales during schema setup, and pre-create all custom fields before any data import to avoid silent data loss from undefined fields. Any custom field that cannot map directly (due to type incompatibility) is flagged for the customer to decide on transformation logic.