Migrate from Higher Logic Thrive to Freshsales

Thrive Contacts and Members map directly to Freshsales Contacts. We extract name, email, phone, address, and demographic fields from the Thrive Directory export and map them to Freshsales standard Contact fields. Thrive Custom Fields (up to 30 per account) map to Freshsales custom contact fields created before import. The Thrive Member Refresh integration data (AMS-synced demographics) is captured during the export phase and merged into the Contact record. Note that Thrive Directory exports ignore member privacy settings — we flag any records with privacy-sensitive field values before data enters Freshsales so your team can sanitize the export first.

Thrive Community Groups map to Freshsales Accounts. Each Community Group in Thrive defines membership and feature access (Discussions, Libraries, Microsites). We use the Community Group name as the Account Name in Freshsales and preserve the group membership by linking the associated Contacts to the Account via the Account Lookup. If your organization uses Thrive Groups for department or territory segmentation, we recommend mapping them to Accounts with a naming convention (e.g., Group Name prefixed with 'Thrive Group:') to preserve the origin during the transition.

Thrive Security Groups control access permissions and visibility within the community. We export the Security Group affiliations per member and evaluate two mapping strategies during scoping: (1) map to Freshsales Account groupings if Security Groups represent organizational units, or (2) map to Freshsales Tags on the Contact record if they represent role-based or permission-based segments. The choice depends on how your team uses Security Groups in Thrive. Tags are simpler to migrate; Account-based grouping requires pre-creating the Account hierarchy in Freshsales before Contact import.

Thrive Discussion posts migrate to Freshsales Notes attached to the originating Contact. We extract the post body (preserving @mentions and #hashtags as plain text), author, timestamps, and thread context. Each reply in a thread becomes a separate Note attached to the same Contact, with thread ordering preserved by timestamp. Thread hierarchies (parent post and replies) are flattened into a sequential Note chain with a header indicating the thread position. Large threads are chunked to avoid Freshsales Note body truncation. This transformation is necessary because Freshsales has no native forum or discussion object — Notes provide the closest equivalent for historical record.

Thrive Events with registration and attendance data map to Freshsales Events. We export event records including name, description, date/time, location, and registration counts. Attendee registrations migrate as Freshsales Event attendees linked via Event Relations to the corresponding Contact record. If Thrive exported attendance CSV files, we parse them and create the attendee associations during import. Historical attendance and no-show data is preserved as a custom field on the Event record.

Thrive Resource Libraries contain documents and media attached to communities. We export the file directory with full paths per object and migrate file metadata (name, type, upload date, author) as Freshsales Documents attached to the relevant Account or Contact via ContentDocumentLink. The actual files require a valid file directory with full paths in the export; we verify path integrity during scoping and re-link attachments to parent records during import. Note that Freshsales does not have a native library or content repository feature — documents attach to records but do not have a standalone browseable library interface.

Thrive Marketing automation Campaigns with message content and trigger logic are partially migrated. We export campaign structure (name, description, associated contacts) and message content (subject, body, templates). Trigger conditions and automation workflows do not migrate because Thrive Campaign automation and Freshsales Workflows are different execution models. We deliver a written Campaign Inventory document listing every Thrive Campaign with its trigger conditions, audience criteria, and message sequence. Your admin rebuilds the automation logic in Freshsales Workflows or the Freddy AI composer post-migration.

Thrive User Lists and Segments built with List Builder criteria migrate as static lists or segment definitions captured in a written inventory. Freshsales does not support dynamic list criteria equivalent to Thrive's List Builder. We export the list membership (the actual Contact IDs in each list) as a static segment and capture the original list criteria for your admin to recreate as Freshsales Tags (for simple demographic segments) or as saved filter views (for complex criteria). List rebuild is documented in the handoff inventory, not migrated as executable logic.