Migrate from Freshsales to Nutshell

Freshsales Leads map to Nutshell People records with party_type set to lead. We extract the Freshsales lifecycle_stage property and preserve it in a custom field fs_original_lifecycle__c on the Nutshell People record for reporting continuity. Lead source, owner, and any custom fields migrate as standard Nutshell fields or custom fields depending on the Nutshell plan. This mapping runs before the Contact import so that the People records are available for deduplication.

Freshsales Contacts map to Nutshell People records with party_type set to contact. The associated Freshsales Account becomes a Nutshell Company record created first, then linked to the People record via the company relationship. Contact lifecycle stage migrates to the custom field fs_original_lifecycle__c on the Nutshell People record alongside the Lead mapping above.

Freshsales Account records map 1:1 to Nutshell Company records. Domain from Freshsales website field becomes the Nutshell Company domain field. Companies are migrated before People so that the company-people relationship is established at Contact insert time. Account address fields map to Nutshell Company address fields with multi-line address formatting preserved.

Freshsales Deals map to Nutshell Lead records, which in Nutshell carry deal-specific fields including amount, stage, and owner. The Freshsales pipeline becomes a Nutshell lead status or pipeline stage configuration. We map dealstage from Freshsales to the equivalent Nutshell stage name, and preserve probability and amount fields. Closed-won and closed-lost reasons from Freshsales custom fields map to Nutshell custom fields on the Lead.

Freshsales multiple deal pipelines (Pro and above) map to Nutshell pipeline configurations or lead status values. Stage names, probabilities, and stage order migrate as Nutshell stage definitions. If the customer uses more than one Freshsales pipeline, we create the equivalent Nutshell pipeline configuration and map stage probabilities to match the source.

Freshsales Products map to Nutshell Products. Product name, SKU (fs_sku), price, and description migrate directly. Products are created before any Deal or Quote import so that the product relationship is satisfied at insert time.

Freshsales Tasks map to Nutshell Activities linked to the target People or Lead record. Task status, priority, due date, and description migrate directly. Owner mapping resolves by email match against Nutshell users. Activities are imported after People and Leads to satisfy the parent record lookup.

Freshsales Events (meetings and calls) map to Nutshell Activities. Call duration, disposition, and meeting location fields migrate to Nutshell Activity fields. Call recordings stored in Freshsales do not migrate as files; we document the recording URL in a custom Activity field and the customer configures recording access post-migration.

Freshsales custom fields on Leads, Contacts, Accounts, and Deals map to Nutshell custom fields on the corresponding People, Company, and Lead records. We validate field type compatibility during scoping and flag any Freshsales advanced custom fields that may have been gated by plan tier. Text, number, date, dropdown, and checkbox field types map directly; multi-select picklists map to Nutshell multi-select fields.