Migrate from Entera to Freshsales

Entera investors map to Freshsales Contacts linked to a parent Account representing the investor entity. If the investor is an individual, they land as a Contact with the Account representing their investment entity. Company-type investors map 1:1 to Freshsales Accounts.

Each Entera property becomes a Freshsales Deal. The property address maps to the Deal name, and all investment metrics (purchase price, ARV, rehab budget) migrate to custom number and currency fields on the Deal. Property status maps to the appropriate Freshsales pipeline stage.

Lease records with single tenants migrate as a custom Lease object linked to the Property Deal via a lookup relationship. Multi-unit lease aggregates (monthly rent roll) may be stored as custom fields on the parent Deal. Freshsales custom object creation is included in the migration plan.

Cap rate, cash-on-cash return, IRR, and projected sale price migrate as currency and number custom fields on the Property Deal. Projection dates migrate as custom date fields. Original projection version timestamps are preserved in custom datetime fields for historical audit trails.

Entera vendors and contractors migrate as Freshsales Contacts with a custom Vendor_Type__c pick-list field identifying their trade specialty (plumbing, electrical, roofing, HVAC, landscaping). They link to no primary Account unless explicitly specified in Entera data, preserving the flat structure for individual service providers.

Tenants migrate as Freshsales Contacts linked to the Account representing their associated property. Lease terms including rent amount, security deposit, lease start and end dates migrate as custom fields on the Contact or as a related Lease custom object for full contractual visibility.

Active maintenance requests migrate as Freshsales Tasks with Subject describing the issue, priority mapped from Entera severity levels, and due dates preserved. Recurring maintenance patterns may be captured as custom fields or notes for workflow recreation guidance in Freshsales.

Entera file attachments including purchase agreements, inspection reports, lease PDFs, and title documents re-upload to Freshsales Files linked to the corresponding Property Deal. Original file names and upload timestamps are preserved for audit continuity and compliance.

Entera's acquisition → renovation → leasing → sale pipeline maps to Freshsales pipeline stages via value mapping. Teams with multiple investment strategies (flip, hold, wholesale) may require separate Freshsales pipelines per strategy to maintain distinct workflow visibility.

Entera team members resolve to Freshsales users by email match during the migration pre-flight check. Unmatched owners are flagged in a pre-migration report — your team either invites them to Freshsales or assigns their records to a designated fallback user. All property assignments transfer as Deal ownership.