Migrate from Goals.com to Freshsales

Goals.com Leads map directly to Freshsales Leads. We extract lead records through Goals.com's manual export, map lead status (New, Contacted, Qualified) to Freshsales Lead Status values, and preserve the original source attribution if present. Owner lookup resolves by email match against Freshsales User records. Any Goals.com lead without a matching Freshsales user is held in a reconciliation queue for the customer's admin to provision the User before import resumes.

Goals.com Deals map to Freshsales Deals. Deal name, value, stage, expected close date, and owner migrate 1:1. We map Goals.com stage labels (e.g., Prospecting, Proposal, Negotiation) to Freshsales pipeline stage names during scoping. Closed-Lost and Closed-Won transitions from Goals.com map to Freshsales Deal status. The deal owner resolves via email-based user lookup. Deals without a resolved owner are assigned to the migrating admin User by default and flagged for reassignment post-import.

Goals.com pipeline stages map to Freshsales pipeline stages within a Freshsales Deal pipeline. We define the Freshsales pipeline with matching stage names and probabilities during migration setup. If Goals.com uses custom stage labels not found in Freshsales defaults, we create custom stage values in the Freshsales pipeline configuration before Deal import. Stage probability percentages migrate from Goals.com where available; otherwise we apply Freshsales defaults and adjust post-import.

Goals.com Sales Goals (call volume, email count, revenue targets) do not have a direct Freshsales equivalent as native objects. We decompose each Sales Goal into numeric custom fields on the User or Deal record in Freshsales: goals_call_volume__c, goals_email_target__c, goals_revenue_target__c. Progress percentages stored in Goals.com are exported as historical values and noted as reference data for the customer's admin to re-implement via Freshsales reports or goals dashboards post-migration.

Goals.com commission records and payout data migrate to Freshsales as a custom Commission object with fields for rep, deal, commission_amount, payout_status, and calculation_date. If the customer's Freshsales plan does not support custom objects, we map commission data to custom fields on the Deal record (commission_rate__c, payout_status__c, paid_date__c). Commission payout rules (percentage tiers, accelerators, contest bonuses) are not transferable as logic; we export historical commission data and provide a commission_schema_template.csv for the customer's admin to model their payout rules in Freshsales reports or a linked commission tool.

Goals.com user accounts with role assignments (manager vs rep) map to Freshsales User records. We extract all Goals.com users, match by email address against the Freshsales destination, and preserve the role assignment as a custom field (goals_original_role__c) in Freshsales. Territory assignments in Goals.com are not stored as formal records and are reconstructed in Freshsales using Freshsales territory assignment rules if the customer is on a plan that supports them.

Goals.com team structures map to Freshsales Territories (if available on the customer's plan) or to custom groups stored as a custom field (team_name__c) on the User record. We preserve team membership and hierarchy from Goals.com as a data table in the migration deliverable so the customer's admin can configure Freshsales Territories or group-based reporting after migration. Teams with territory-based quota assignments require explicit mapping during scoping.

Goals.com activity records (notes, reminders, interaction logs) migrate to Freshsales Notes, Tasks, and Appointments. Notes migrate as Freshsales Note records linked to the parent Deal or Contact. Reminders and follow-up tasks migrate as Freshsales Tasks with due dates and owner assignments preserved. Interaction logs migrate as Freshsales Appointments (meetings) with attendee data stored in the appointment record. Activity timestamps preserve the original Goals.com date for timeline continuity. Goals.com does not store a full audit trail of every system event; historical activity completeness depends on what was logged manually in Goals.com.

Goals.com file attachments associated with Deals or Leads migrate as Freshsales Attachments. We export file content from Goals.com's accessible storage, upload to Freshsales via the Freshsales API, and link each file to the corresponding Deal or Contact record. Large binary attachments (over 10 MB per file) may require separate file transfer handling and a post-migration file reorganization step. We flag any inaccessible or corrupt attachments in the migration report for the customer's admin to resolve manually.

Goals.com historical contest results and leaderboard data export as a structured CSV (contest_name, rep_name, points, rank, period) that we import into Freshsales as a custom Contest_Results__c object or as custom fields on the User record for reporting. Active contest logic, scoring rules, and point allocation formulas do not transfer; we provide a contest_schema_template.csv and a contest_logic_rebuild_guide.md for the customer's admin to reconstruct active contests in Freshsales reports, goals dashboards, or a third-party gamification tool.