Migrate from Interactive to Freshsales

Interactive contacts migrate one-to-one to Freshsales Contacts for records representing active customer relationships. Email serves as the unique identifier, while owner assignment gets resolved by matching the email against Freshsales user accounts. When migration occurs, each contact record retains its original creation timestamp, lifecycle stage, and any custom field values. Phone numbers, addresses, and job titles transfer as direct field mappings. Interactive Contact ID is preserved as a custom field to maintain the link between systems and enable audit trails post-migration.

Interactive contacts classified as early-lifecycle prospects (Subscribers, Leads, Marketing Qualified) route to Freshsales Leads. The split is driven by the source lifecycle property value. Leads that later qualify can be converted to Contacts within Freshsales after migration. This approach preserves the original lead status history and ensures that your funnel metrics reflect the actual progression from prospect to customer without data loss.

Interactive company records map to Freshsales Accounts. Company name maps to Account Name. Website URL maps to the Freshsales Domain field. Industry values align with Freshsales standard industry pick-list where available; custom industry values require value mapping or custom field creation. Parent-company relationships in Interactive map to the Account Parent field where supported. Annual revenue and employee count transfer as direct numeric fields on the Account object.

Interactive deal records migrate to Freshsales Deals with stage, amount, close date, and owner preserved. Freshsales Deal Probability is set based on the destination stage weight, not sourced from Interactive. Multiple Interactive pipelines map to separate Freshsales pipeline configurations. The migration plan delivered during scoping includes the pipeline mapping table and stage probability weights for each destination pipeline.

Stage names are mapped value-by-value from Interactive to Freshsales. The mapping table is delivered as part of the migration plan. Stages that do not have a Freshsales equivalent are created as custom stage options in the destination pipeline. Each stage's probability weight is set in Freshsales Admin > Deal Pipelines and drives the auto-calculated Deal Probability field on migrated records.

Interactive lifecycle stage values migrate to Freshsales' native Contact Lifecycle Stage dropdown on the Contact object. If Interactive uses a custom lifecycle field rather than the standard property, it migrates as a custom field on both Lead and Contact. We recommend aligning Interactive lifecycle labels with Freshsales' standard values (Subscriber, Lead, MQL, SQL, Customer, Evangelist) during pre-flight to avoid post-migration cleanup and segmentation gaps.

Interactive call logs, email records, and meeting entries migrate to Freshsales Sales Activities. Each activity preserves its original timestamp, owner, and the parent record it was logged against. Activity type determines the Freshsales activity category (Call, Email, Meeting). Call duration and outcome data transfer as activity custom fields when present in the source. This preserves the full engagement history for account reviews and pipeline inspections in Freshsales.

Notes from Interactive migrate to Freshsales Notes linked to the parent Contact, Account, or Deal record. File attachments are downloaded and re-uploaded to Freshsales as File Attachments with the same parent association preserved. We preserve note creation timestamps and author attribution when available. Large file attachments (>25MB) require Freshsales storage capacity review before migration to avoid throttling.

Interactive custom fields on Contacts, Companies, or Deals are created as Freshsales custom fields under Admin Settings > Custom Fields. Field type is preserved (text, number, date, picklist, checkbox). Field-level permissions are set at the Enterprise tier after migration. Since Freshsales does not auto-create custom fields during API import, records with values for non-existent custom fields will fail silently or be truncated.

Interactive owner IDs are resolved by email address against Freshsales user accounts. Unmatched owners are flagged before migration — either the corresponding Freshsales user account is created first, or the record is assigned to a designated fallback owner for review. All owner resolution decisions are documented in the pre-flight report before the migration run executes.

Interactive allows a contact to be associated with multiple companies. Freshsales contacts have a single primary Account lookup. The most recently updated or highest-ranked company association becomes the primary AccountId; other associations are preserved in a custom text field listing the additional account IDs. Post-migration, your team can configure Freshsales Enterprise Account Contact Relationships for a true N:N model if needed.