Migrate from Fulcrum Snap to Freshsales

Fulcrum Snap clients map directly to Freshsales accounts. The client's name, address, and primary contact details populate Freshsales account fields. SAP account codes migrate as a custom field on the Freshsales account so the financial record remains traceable after go-live.

Fulcrum Snap matters do not have a native equivalent in Freshsales. We map each matter to a Freshsales deal: the matter description becomes the deal name, and the most recent or highest billing-record amount populates the deal amount. SAP matter identifiers migrate as a custom field on the deal for cross-system traceability.

Fulcrum Snap billing records carry monetary values against a matter. We aggregate billing-record amounts and contribute them to the corresponding Freshsales deal amount field. Individual billing line items (rate codes, hours, expenses) migrate as custom fields or as activity task notes to preserve billing detail within Freshsales.

Fulcrum Snap time entries map to Freshsales activity tasks. The task subject carries the matter reference, the description carries the time-entry notes, and the logged hours migrate as a custom field. Original timestamps and staff attribution are preserved so billable-hour reporting can be reconstructed in Freshsales reports.

Contacts stored on Fulcrum Snap client records map to Freshsales contacts. Name, email, phone, and job title migrate directly, along with any contact‑level custom fields such as SAP user IDs or billing rates. The contact is linked to the Freshsales account derived from its parent client record, using the account ID created during the client‑to‑account mapping. Duplicate email addresses are de‑duplicated so a single Freshsales contact remains.

Fulcrum Snap uses custom status codes for matter lifecycle stages (open, billed, closed, on-hold). These are not native Freshsales deal stage values. We create a custom pick-list field on Freshsales deals and map each Fulcrum status code to the nearest Freshsales equivalent. Unmapped codes are flagged for your admin to assign before the migration runs.

Fulcrum Snap staff records carry SAP user IDs and billing rates per matter and level. Freshsales does not store billing rates natively. We match staff by email to Freshsales users and assign them as deal owners. Billing rate information migrates as a custom field on the contact or account.

Fulcrum Snap billing rate structures are multi-dimensional — varying by matter, staff level, and expense type. Freshsales has no native equivalent. We create custom fields on the account or deal to capture rate type and amount; complex multi-dimensional structures may require a Freshsales custom module (Enterprise plan) or a supplemental reference object.

Fulcrum Snap expense type hierarchies (disbursements, filing fees, third‑party costs) have no Freshsales native equivalent. We create a custom pick‑list field on the Freshsales deal or account, populating it with the Fulcrum expense type names. Each line‑level expense detail — amount, date, description — migrates as a deal activity note attached to the corresponding deal. Unmapped expense types are flagged for your admin to assign before import.

Files attached to Fulcrum Snap matters — briefs, invoices, court filings — are downloaded and re‑uploaded as attachments on the corresponding Freshsales deal record. The original file name, date, and description are preserved in Freshsales' attachment metadata. Freshsales enforces a default file‑size limit of 25 MB per file; any file exceeding this threshold is split or linked via an external reference for your admin to manage after go‑live.