Migrate from DinamikCRM to Freshsales

DinamikCRM Contact records map directly to Freshsales Contact. Standard fields (name, email, phone, address) map to Freshsales Contact's corresponding fields. We resolve any DinamikCRM contact-to-company relationship and set the Freshsales Contact's Account lookup to the mapped Freshsales Account. Custom fields on DinamikCRM Contact migrate to Freshsales custom fields on the Contact object.

DinamikCRM Company records map to Freshsales Account. The company name becomes Account Name, and any domain or website field maps to the Freshsales Account website field. We create the Account before importing Contacts so the Account lookup is satisfied at Contact insert time. Company-specific custom fields migrate to Freshsales custom fields on Account.

DinamikCRM Lead records map to Freshsales Lead. Lead status values from DinamikCRM map to Freshsales Lead Status picklist, with unmapped statuses added as custom picklist values during Freshsales configuration. Any lead score or rating field in DinamikCRM migrates to Freshsales custom fields for sales rep reference.

DinamikCRM Deal records map to Freshsales Deal. Deal name, value, stage, and owner map directly. We map DinamikCRM pipeline stages to Freshsales pipeline stages, creating the Freshsales pipeline structure before migration. Deal-to-contact or Deal-to-company relationships resolve to the Freshsales Deal's Contact lookup or Account lookup as appropriate.

DinamikCRM Activity records (calls, emails, tasks) map to Freshsales Task records. Activity type determines the Task subtype. We preserve the original timestamp as Activity Date, map the owner to the corresponding Freshsales User, and link the Task to the parent Contact or Account via WhoId and AccountId resolution.

DinamikCRM Appointment records map to Freshsales Event records. Appointment start time, end time, attendee, location, and description migrate to the corresponding Freshsales Event fields. Attendees resolve to Freshsales Contact or User records via email matching, and the Event links to the parent Contact or Account record.

DinamikCRM pipeline stages and stage ordering map to Freshsales pipeline configuration. We create the Freshsales pipeline with matching stage names and probabilities before Deal import begins. Any custom stage logic (automated stage transitions, required fields per stage) is flagged in the migration inventory for manual configuration in Freshsales.

DinamikCRM's extensible module system means custom modules vary per account. We discover all active custom modules during the discovery phase, extract their field definitions, and map each module's records to Freshsales custom fields on the most logically related standard object (Contact, Account, or Deal). Module-to-module lookup relationships become custom lookup fields in Freshsales where the target object supports custom lookups.

DinamikCRM user accounts map to Freshsales Users. We match by email address. Any DinamikCRM owner without a corresponding Freshsales User is held in a reconciliation queue for the customer's admin to provision before record migration resumes, because OwnerId is a required reference on Deal and Activity records.