Migrate from Lifeline Suite to Freshsales

Doctor profiles in Lifeline Suite — name, specialty, credentials, contact details — map directly to Freshsales Contacts. Referring physicians who are early in your referral funnel can map to Leads and be converted to Contacts upon engagement confirmation. Each Contact retains the original Lifeline Suite identifier in a custom field for traceability.

Lifeline Suite organizational units (departments, clinics, branch offices) map to Freshsales Accounts. Account Name maps from the department or facility name; Address, Website, and Industry fields map from the source facility record. All location data is validated against Freshsales formatting rules before import to prevent mismatches.

Patient clinical records are outside Freshsales's data model. Patient identifiers and key non-clinical fields (e.g., insurance type, referring doctor) can be stored as custom fields on the Contact record representing the patient or guardian. These custom fields are created during the schema build phase and linked to the Contact via the Freshsales API.

Service inquiries and procedure requests from Lifeline Suite map to Freshsales Deals. Deal name, amount, stage, and close date map directly. Pipeline stage mapping requires a value-by-value table since Lifeline Suite stages differ from Freshsales's default pipeline stages. FlitStack AI generates this mapping during discovery and validates each stage transition before the full run.

Appointment records with type, duration, doctor attribution, and outcome map to Freshsales Tasks (for appointments without a specific time block) or Events (for scheduled meetings with start/end times). The original appointment timestamp and doctor name are preserved in the task description or custom fields.

Lifeline Suite billing amounts, payment status, and invoice identifiers are preserved as custom currency and text fields on the corresponding Freshsales Deal. Freshsales does not have a native billing or invoicing object — this data is stored for reference rather than as a live financial record.

Doctor license numbers, board certifications, DEA numbers, and hospital affiliations have no Freshsales standard field. These are stored as custom text fields on the Contact record representing the physician. Enterprise plans allow more custom fields per object. During migration, FlitStack AI creates these fields in Freshsales and populates them with the source data, ensuring no credential detail is lost.

Lab results and diagnostic data are clinical in nature and do not map to Freshsales fields. If critical identifiers or flags need to be preserved, they are stored as custom fields or as a Note attachment on the relevant Contact record. Clinical detail should not be stored in a sales CRM.

Insurance provider name, policy type, and group number are stored as custom text fields on the Contact (for patient insurance) or Account (for facility insurance contracts). Freshsales has no native insurance or payer object. These fields are mapped during the schema phase and are available for reporting on payer coverage across accounts and contacts.

Prescription records are purely clinical and have no place in a sales CRM. If prescription history is needed for compliance or referral tracking, it is stored as a Note attachment on the Contact. FlitStack discloses this limitation upfront. Clients can export prescription data to a separate clinical system if long-term retention is required beyond the CRM.

When a Lifeline Suite referring physician is associated with a service inquiry, that relationship maps to a Freshsales Deal Contact Role. The role name (e.g., Referring Physician, Ordering Doctor) is preserved as the Contact Role label. FlitStack AI also records the original Lifeline Suite relationship type in a custom field for auditability.

Lifeline Suite user accounts are mapped to Freshsales Users by email address. Admins and doctors in Lifeline Suite who should own records in Freshsales are matched by email; unmatched users are flagged before migration and assigned to a fallback owner.