Migrate from KulaHub to Freshsales

KulaHub stores all entities as Contacts with no separate Company object. We extract company name and domain from KulaHub Contact records during discovery and create Freshsales Accounts before importing Contacts. Individual Contact properties (name, email, phone, address) map to Freshsales Contact fields. The split between Lead and Contact on the destination depends on whether the customer wants unqualified prospects to enter Freshsales as Leads (defaulting to Contact conversion later) or directly as Contacts attached to Accounts. We confirm the preferred entry model during scoping and apply it consistently across all imported records.

Company information embedded in KulaHub Contact records (company name, website, industry, employee count where present) is extracted and consolidated into Freshsales Account records. We use company name as the dedupe key to avoid duplicate Accounts. If a KulaHub Contact references no company, it is imported as a standalone Contact without an Account link. Account creation precedes Contact import so that the AccountId lookup is resolved at import time.

KulaHub activity logs (telephone calls, emails, meetings, and system events) are exported as chronological time-series and loaded in date order to preserve the audit trail. Calls map to Freshsales Task with TaskSubtype=Call and CallDurationInSeconds in custom fields. Emails map to Freshsales EmailMessage records linked to a Timeline Task entry. Meetings map to Event with StartDateTime and EndDateTime preserved. System events are imported as notes or custom Activity Log entries depending on their type. Owner mapping resolves KulaHub user references to Freshsales Users by email match.

KulaHub campaign records (campaign name, status, send date, open rate, click rate, unsubscribe count) are mapped to Freshsales as custom fields on Contact records plus linked activity records. GDPR unsubscribe flags from KulaHub migrate to Freshsales HasOptedOutOfEmail on Contact and to a custom gdpr_unsubscribe_date__c field. We do not recreate campaign objects in Freshsales CRM (Freshmarketer handles campaign management separately). The customer's admin maps which campaign metrics should appear as custom fields versus historical notes.

KulaHub tasks linked to Contacts migrate to Freshsales Task records with Status, Priority, and ActivityDate preserved. Task subject and body map to Subject and Description. Owner mapping resolves KulaHub task assignments to Freshsales User records. Tasks without a resolvable owner are held in a reconciliation queue and imported as tasks owned by the migration service account for the customer's admin to reassign.

Documents attached to KulaHub Contacts are extracted as binary blobs and re-associated with the corresponding Freshsales Contact record. Freshsales supports attachment import via CSV with file upload or via API. We confirm the attachment size and format constraints during discovery and test a sample batch before loading the full set. Attachments without a parent Contact on the destination are held in a staging table.

KulaHub user records export first so that OwnerId mapping is resolved before any record import that references users (Contacts, Tasks, Activities). We match KulaHub users to Freshsales Users by email address. Users without a matching Freshsales User are held in a provisioning queue for the customer's admin to create active Freshsales accounts before record import resumes. Inactive KulaHub users (departed staff) are imported as inactive Freshsales Users to preserve the owner history on migrated records.

KulaHub captures website enquiries via forms linked to Contacts, but the form-field schema is not publicly documented. We request a sample form submission export during discovery to identify the actual field names and data types. Unmapped form fields are staged in a holding table and presented to the customer for manual mapping before the production run. Form submissions without a corresponding Contact record are imported as standalone Notes with a source tag identifying the form.