Migrate from FowCRM to Freshsales

FowCRM Accounts map directly to Freshsales Organizations. We export all standard fields (name, domain, industry, address, phone) and custom properties attached to the Account model via the /Models and /Fields API endpoints, then map to Freshsales Organization fields using the API field name as the dedupe key. Organization is created before any Contact import so that the lookup relationship is satisfied at the moment of Contact insert.

FowCRM Contacts map to Freshsales Contacts. Each Contact has a required link to an Account (FowCRM) or Organization (Freshsales), so we resolve the parent Organization during the transform step using account name matching. Lifecycle stage from FowCRM migrates as a custom picklist field on the Freshsales Contact if the customer's sales process relies on lifecycle tracking.

FowCRM Deals map to Freshsales Deals with Account lookup resolved to Organization. Deal stages from FowCRM Pipelines map to Freshsales Deal Stages. We preserve FowCRM stage probability fields as custom numeric fields on the Freshsales Deal. Closed-Won and Closed-Lost states carry over with their original close dates preserved.

FowCRM Pipelines with configurable stages and probabilities map to Freshsales Deal Stages within a Sales Process. Each FowCRM Pipeline becomes a Freshsales Sales Process with its stage values, order, and probability percentages transferred. If FowCRM has multiple Pipelines, we map each to a separate Sales Process in Freshsales at Pro tier and above.

FowCRM Cases (requests and complaints, Professional/Enterprise only) map to Freshsales Cases. Case status, priority, case type, and custom case-type fields require mapping to Freshsales Case fields. This object pair only applies if the source FowCRM account is on Professional or Enterprise; we skip Case export gracefully if the Standard plan is detected. Freshsales Cases require the Estate plan at minimum, so plan upgrade coordination is part of this mapping scope.

FowCRM Activity records (calls, emails, and notes linked to Contacts or Accounts) map to Freshsales Activities. We preserve the activity-to-record association carefully to avoid orphaned entries by resolving Contact and Account references at migration time. Call duration and disposition data from FowCRM migrate to Freshsales custom activity fields.

FowCRM requires two-step Custom Field discovery: enumerate Models first, then query Fields per Model. We handle this by running the Model enumeration step first, building a complete model-to-field index before attempting any custom field data export. Custom field types (picklist, text, date, number) are matched to Freshsales field types during schema design, and the destination custom fields are provisioned in Freshsales before data import begins.

FowCRM User records (email, role, department) export for owner resolution. User-to-deal and user-to-contact assignments are preserved via owner_id references. We match FowCRM owners to Freshsales Users by email address. Any FowCRM owner without a matching Freshsales User goes to a reconciliation queue for the customer's admin to provision before record import resumes.