Migrate from Jubilee to Freshsales

Jubilee Contact records map directly to Freshsales Contacts. Freshsales requires an AccountId lookup for most contact records — contacts without a primary company are attached to a default placeholder Account or flagged for review before the migration commits. Email uniqueness constraints are validated against existing Freshsales contacts to prevent duplicate records from being created during the migration run.

Jubilee contacts that represent unqualified or prospect-stage records split into Freshsales Leads. The split rule applies based on a status or lifecycle field in Jubilee — records with no deal activity and no conversion date route to the Lead module for nurture in Freshsales.

Jubilee Company records map to Freshsales Accounts. The company name, website, industry, phone, and address fields map directly. Parent-child company relationships in Jubilee map to Freshsales Parent Account lookups; circular references are flagged during the pre-migration audit. Industry pick-list values are translated to match Freshsales controlled vocabulary or flagged for admin review.

Jubilee Deal records map to Freshsales Deals (the Freshsales UI calls these Opportunities). Deal name, amount, expected close date, owner, and stage status transfer directly. Pipeline assignment in Jubilee becomes the Freshsales Deal Pipeline assignment. Deal-contact associations from Jubilee map to Freshsales Contact Role records attached to the migrated Deal.

Jubilee pipeline stage names are mapped value-by-value to Freshsales deal stage names per pipeline. Stage probability weights and forecast categories are re-applied from Freshsales defaults or your specified mapping during the migration run. The mapping table is reviewed with you during the planning phase before the migration run executes.

Jubilee custom fields (any field beyond the standard contact/company/deal set) require Freshsales custom field creation before migration. Field types are translated: text fields become Freshsales text fields, pick-list fields become Freshsales pick-list fields, and date fields become Freshsales date fields.

Jubilee file attachments on contacts, companies, or deals are downloaded and re-uploaded to Freshsales Files. Files are linked to the corresponding record by ID after upload. File size limits from Freshsales apply (20MB per file on most plans). Files exceeding this limit are flagged in the migration report and can be stored in external cloud storage with a reference URL in Freshsales.

Jubilee engagement activities (calls, emails, meetings, notes) map to Freshsales Sales Activities for calls and emails, Tasks for to-do items, Events for calendar activities, and Notes for text annotations. Original timestamps and owners are preserved. Activity type values are mapped to Freshsales activity type pick-list values during the migration.

Jubilee user and owner records are matched to Freshsales users by email address. Unmatched owners are flagged before migration and assigned to a fallback owner or held for Freshsales-side invitation before the migration run. No record lands without a valid Freshsales owner.

Jubilee tags applied to contacts, companies, or deals migrate as Freshsales Tags. Tags are a shared taxonomy across objects in Freshsales. Duplicate tags are de-duplicated during the migration load. Tag name case is normalized to prevent variations like 'Enterprise' and 'enterprise' from creating separate tags in Freshsales.