Migrate from Kizen to Freshsales

Kizen Contacts are standard Objects with name, email, phone, address, lifecycle stage, and owner fields. We map these directly to Freshsales Contacts using email as the dedupe key. Custom Contact properties migrate as Freshsales custom fields. Owner assignment resolves by email match against Freshsales Users; any unresolved owner is held in a reconciliation queue for the customer admin to provision before final import.

Kizen Companies map to Freshsales Accounts. Domain, industry, size, and revenue fields migrate directly where present. The one-to-many relationship between Company and Contact is reconstructed in Freshsales via the Contact-to-Account lookup. Account is created before Contact import so that AccountId is satisfied at insert time.

Kizen Deals track pipeline records with stage, amount, close date, and owner. We map these to Freshsales Deals with dealstage mapping to Freshsales pipeline stages, and owner resolution by email match. Custom deal properties migrate as Freshsales custom fields. Deals are linked to the corresponding Account and Contact records via lookup resolution at migration time.

Kizen Pipelines are standard Objects with ordered stage definitions. We export pipeline names, stage names, and stage order, then configure matching Freshsales pipelines with equivalent stage values. Stage-specific field defaults map as custom field values in Freshsales. We coordinate with the customer to map Kizen deal amounts to Freshsales deal amounts and Kizen close dates to Freshsales close dates.

Kizen Activities capture interactions logged against Objects — calls, emails, meetings, tasks, and notes. Not all activity types are equally structured in Kizen. We preserve the activity record and its linked Object reference, then map to Freshsales Activities: calls map to Freshsales call logs, emails to email timeline entries, meetings to meeting records, and tasks to task records. Activity timestamps are preserved as ActivityDate for timeline ordering.

Kizen's core data unit is the Object, and every customer builds custom Objects unique to their instance. We discover the full Object list via the Kizen API before migration scoping is complete, then evaluate each for Freshsales equivalence. Objects with simple field sets map to Freshsales custom fields on the corresponding standard object (Contact, Account, or Deal). Objects with multiple fields and relationships map to Freshsales custom modules at Pro and Enterprise tiers. Schema discovery adds one to three business days to discovery before a field map can be finalized.

Kizen supports Primary (one-to-many) and Additional (many-to-many) relationship types. We inventory every relationship defined on every Object during schema discovery. Primary relationships reconstruct as Freshsales standard lookups (Contact-to-Account, Deal-to-Account). Additional relationships that lack a direct Freshsales equivalent are denormalized into a text field holding the related record ID or name, preserving the association while adapting to Freshsales's flatter schema.

Kizen tags are label values applied to Object records. We export tags as multi-select values or tag arrays and map to Freshsales Tags where supported, or to a custom multi-select picklist field on the relevant object. Tags without a clear Freshsales equivalent are preserved as text fields for the customer's admin to categorize post-migration.

File attachments linked to Kizen Objects export as binary blobs with their parent record reference. We preserve the association and import the attachment to the corresponding Freshsales Contact, Account, or Deal record. Document management capabilities vary by destination; Freshsales attachments live on the standard object record without a separate document management module at lower tiers.

Kizen Forms and Surveys create and update Object records. Form definitions — field names, types, and conditional logic — must be replicated at the destination separately from the submitted data. We export submitted form data as Contact or Account records with submission metadata, but the form definition itself does not migrate. We deliver a form inventory document listing each Kizen Form and recommending a Freshsales equivalent (Freshsales web forms or the Freshworks form builder).