Migrate from Formaloo to Freshsales

Discovery and dashboard verification

We audit the customer's Formaloo account across Forms, Response counts, Database structures, field types (including signature and calculation fields), relational reference fields, Workspace and Folder organization, and the current dashboard version. If the customer is on the old Formaloo dashboard, we coordinate the manual dashboard transfer before any export begins. We also review the customer's target Freshsales plan and confirm whether custom modules (Pro plan) are in scope. The discovery output is a written migration scope document with Form-to-object mapping, response counts per Form, and any special handling requirements.

Freshsales schema design and custom field provisioning

We design the destination schema in Freshsales. For each Formaloo Form, we create a corresponding object: Contacts (if qualified with company data), Leads (if unqualified), or a Custom Module (Pro plan). We provision all custom fields with Freshsales-native types (picklist values from Formaloo choices, number types for calculation fields, phone and email for contact detail fields), pre-create any picklist values before import, and configure lookup relationships between objects once Freshsales IDs are assigned. If the customer uses Freshsales Pro or Enterprise, we create Custom Modules with the same API naming convention as the source Formaloo Forms.

Data export, cleansing, and transformation

We export Form Responses from Formaloo via REST API or Excel export depending on volume. We preprocess the export to normalize date formats, number precision, and choice field values against Formaloo's published Excel import requirements. We flag duplicate records (Responses submitted multiple times by the same email address), incomplete Responses (missing required fields that will block Freshsales import), and Responses with broken relational references. Cleansing decisions are documented and escalated to the customer for approval before the transform phase proceeds.

First-pass import and Freshsales ID assignment

We run the first-pass import of all Form Responses into Freshsales using CSV import or the Freshsales CRM Migration tool depending on volume and complexity. This establishes Freshsales record IDs for every Lead and Contact. We generate a reconciliation report comparing record counts between the source export and the destination import, identifying any records that failed import due to validation rule violations or missing required fields. Failed records are corrected in the transform layer and re-queued for the second pass.

Second-pass relational resolution and lookup population

We resolve Formaloo Database reference fields using the Freshsales IDs assigned in the first pass. For each reference field, we match the Formaloo record UUID to the corresponding Freshsales record ID and populate the custom lookup field. For deeply nested relational structures, we apply iterative resolution passes until all cross-Form references are resolved. We generate a reference-resolution report documenting any references that could not be resolved (for example, if the referenced Form was not included in the migration scope).

Cutover, validation, and handoff

We freeze Formaloo writes during cutover, run a final delta migration of any Responses submitted during the migration window, then enable Freshsales as the system of record. We deliver a full reconciliation report comparing source record counts to destination record counts, a reference-resolution report documenting lookup status, and a Logic Rule inventory document for the customer's admin to rebuild in Freshsales Workflow Rules. We support a one-week hypercare window for reconciliation issues. We do not rebuild Formaloo Logic Rules as Freshsales Workflow Rules within the migration scope; that work is handled by the customer's admin using our written inventory.