Migrate from Freshsales to Odoo CRM

Freshsales Leads map directly to Odoo CRM Lead (crm.lead model). Lead_Status, lifecycle stage, source tracking, and owner assignment migrate as custom fields on the Odoo Lead. Odoo's Lead object handles both prospect qualification and the conversion step (Lead → Contact + Partner). We preserve the original Freshsales lead_status as a text field and map lifecycle stages to Odoo's lead_ids stage_name.

Freshsales Contacts attach to Accounts and have individual contact details (name, email, phone, title, lifecycle stage). Odoo uses res.partner for both companies and people; person-type partners linked to company-type partners. We resolve the Freshsales Account (company) first, create the company-type Partner, then create person-type Partners for each Contact with a parent_id link to the company Partner. Duplicate detection uses email domain + name.

Freshsales Accounts map to Odoo company-type Partners (res.partner with partner_type = company). The Freshsales account name becomes the Partner display name, website migrates to website field, industry and employee count map to custom Partner fields. Multiple Contacts under one Freshsales Account merge into person-type Partners under the same company Partner.

Freshsales Deals map to Odoo CRM Opportunities (crm.lead records with type=opportunity). The Freshsales pipeline stage maps to an Odoo CRM Stage in the configured pipeline. Deal amount, probability, expected close date, and owner migrate to the Odoo opportunity fields. Stage mapping requires configuration of Odoo CRM stages to match Freshsales pipeline stage names and probabilities.

Freshsales pipeline stages map to Odoo CRM stages within the configured sales team pipeline. We create Odoo stages that match Freshsales stage names, probabilities, and order, and assign them to the appropriate crm.team. Stage sequence and probability percentages migrate from Freshsales Deal pipeline stage definitions.

Freshsales Products map to Odoo Product (product.product). Product name, SKU (hs_sku), unit price, and description migrate. Odoo's product variants and price list architecture requires creating a product.template as the parent, with product.product variants if the Freshsales product has attribute combinations.

Freshsales Tasks map to Odoo mail.activity records linked to the corresponding crm.lead or res.partner. Task title, due date, status, priority, and owner migrate. ActivityDate maps to Odoo's date_deadline and mail.activity's activity_type_id. Owner resolution uses email matching against Odoo res.users.

Freshsales call engagements map to Odoo mail.activity with activity_type_id set to the call activity type. Call duration, disposition, and recording URL migrate to custom fields on the mail.activity record. Odoo does not have native call recording storage, so recordings are attached as ir.attachment records linked to the activity or the related Partner/Lead.

Freshsales Events and meetings map to Odoo calendar.event records. Start datetime, end datetime, location, description, and attendee list migrate. Odoo calendar.attendee records are created for each meeting attendee linked to the relevant res.partner or crm.lead.

Freshsales email engagements migrate to Odoo mail.message records attached to the crm.lead or res.partner. Email subject, body (HTML), from/to addresses, and timestamp migrate. Odoo's mail.thread model automatically links mail.message records to the correct record type via the model and res_id fields.

Freshsales custom fields on Leads, Contacts, Accounts, and Deals map to Odoo custom fields created via Settings > Technical > Database Structure > Fields. Field type mapping: text to char, number to float or integer, date to date, dropdown to selection, checkbox to boolean. We create fields before data migration so the schema is ready at load time.

Freshsales file attachments migrate as Odoo ir.attachment records linked to the parent crm.lead, res.partner, or product.product. We resolve the attachment's original record context, retrieve the file content via Freshsales API, and store it in Odoo's attachment storage. Storage limits in Odoo depend on the hosting plan (Odoo Online,.sh, or on-premise).

Freshsales Owners map to Odoo res.users by email match. We extract all distinct owner_ids from Contacts, Accounts, Deals, and Activities and attempt email-based matching against the destination Odoo User list. Unmatched owners are held in a reconciliation queue for the customer's Odoo admin to provision res.users records before record import continues.

Freshsales territory assignments (Pro-tier only) map to Odoo crm.team records. We create one crm.team per Freshsales territory, assign the territory's owner and members as Odoo res.users team members, and set territory assignment as a Lead routing rule in the team's action rules.