Migrate from Legrand Cloud CRM to Freshsales

Legrand Account records export via the built-in Excel export with company name, address, type, owner, and standard fields. Freshsales Accounts accept company name, website, phone, address, and owner. The Account record is ingested first in all migrations because Contacts require an AccountId or Account lookup at insert time. We validate record count against the export log after the Account pass and resolve any duplicate domain names as dedupe keys before proceeding.

Legrand Contact records export with full name, email, phone, role, and parent Account linkage preserved as a CSV column. We map the parent Account name to Freshsales AccountId via a pre-built lookup table generated during the Account pass. Contact ownership migrates by resolving the Legrand owner email to a Freshsales User email match. Any Contact without a resolvable parent Account is held in a staging queue for manual Account assignment before the Opportunity pass begins.

Legrand's Lead Inbox exports as a separate module sheet with source, status, and owner fields. We apply a split rule based on lead status: leads with a status indicating qualification and a linked Account become Freshsales Contacts attached to the Account; unqualified inbound leads become Freshsales Leads. The customer defines the status threshold during scoping. Any custom lead fields require manual field-to-field mapping against Freshsales' custom field schema.

Legrand Opportunity/Pipeline records export with stage name, deal value, expected close date, and owner assignment. We map pipeline stage names to Freshsales Deal stages, and preserve stage order as a custom text list if the source stage names are non-standard. The parent AccountId and OwnerId are resolved via the lookup tables built during the Account and User passes before Opportunity insert begins.

Legrand Sales Quotes (add-on on On-Premise, built-in on Cloud with Professional plan) export with line items, revision history, and conversion status. Freshsales Deals do not have a native quote sub-object on Growth or Pro tiers. We map Quote header fields (quote number, date, total, status) into Freshsales Deal custom fields, and line items into a structured notes block on the Deal. For customers with quoting requirements, we recommend Freshsales Pro's built-in quote capabilities post-migration.

Legrand Service Desk tickets export with board assignment, status, custom fields, and linked Asset references. Internal agent comments are documented as a known gap and do not appear in the standard export; we run a separate comments report pass before cutover and flag it as a supplemental data pass. We map ticket status to Freshsales Task status, or to Case records if the destination is Freshsales Pro or Enterprise with Service Cloud enabled.

Legrand Asset Tracking records export with serial number, linked customer, service history, and custom fields. Freshsales has no native Asset object on Growth or Pro. We map serial number and service history to Contact-level custom fields, and link related asset records as Notes attached to the parent Contact or Account for audit trail purposes.

Legrand Documents export as individual files per record rather than a contiguous folder structure. We run a bulk-rename pass to prefix each file with the parent record's ID (AccountID or ContactID) so that files can be associated to the correct parent record during Freshsales import. The folder hierarchy is reconstructed from document metadata. Files are ingested via Freshsales' file attachment endpoint linked to the parent object record.

Legrand stores email threads and calendar entries via Outlook and Gmail integration, exporting them as individual text files per activity rather than threaded conversations. We separate email body content from attachments, and map email content to Freshsales Task records with a type indicator, and calendar entries to Freshsales Event records with start/end time and location preserved. Email attachments are ingested separately via the Freshsales File API.

Legrand Campaign records export with name, type, status, and target member count. Campaign member associations export as a separate sheet. We map campaigns to Freshsales Segmentation (Pro/Enterprise) or to a manually maintained Target List, and map campaign member records to Contact records with a campaign association flag. Campaign-level reporting and UTM data migrate as Campaign custom fields.