Migrate from LockedOn to Freshsales

LockedOn contacts migrate directly to Freshsales Contacts. Each contact retains first name, last name, email, phone, job title, address, and any custom properties. The contact's primary property association in LockedOn becomes a Deal link in Freshsales tied to the contact via a Contact Role.

LockedOn contacts that have not yet been converted to active clients route to Freshsales Leads if your team uses lead-conversion workflows. Decision rule: contacts with status 'enquiry' or 'prospect' without a closed deal map to Lead; contacts with at least one active deal map to Contact.

LockedOn's Property object has no direct Freshsales equivalent. We map it to a Freshsales Deal where Deal.Name = Property address, Deal.Amount = listing price, and Deal stage reflects property status (Active Listing, Under Contract, Sold). Property-specific fields (bedrooms, bathrooms, property_type, listing_agent) migrate as custom fields on the Deal.

LockedOn vendors (landlords, property managers, service providers) map to Freshsales Accounts. Vendor-specific fields like vendor_type, commission_rate, and property_portfolio migrate as custom Account fields. Each vendor's linked properties in LockedOn become Deals in Freshsales associated with the vendor Account via a direct relationship that your team can review and confirm before migration.

LockedOn enquiries (inbound property inquiries, OFI sign-ups) map to Freshsales Leads with lifecycle stage set to 'Lead'. Enquiry source, enquiry_date, and property_reference migrate as custom Lead fields. If the enquiry converts to a contact in LockedOn, the corresponding Freshsales record updates to Contact status.

LockedOn task plans (automated follow-up sequences, OFI attendance tasks) migrate as Freshsales Tasks with the original task name, due date, and owner. Note: the automated trigger logic behind the task plan does not migrate — it must be rebuilt as a Freshsales Workflow or Sales Sequence.

LockedOn engagement records — calls logged, emails sent, meetings held — migrate as Freshsales Sales Activities. Original timestamps, activity type, and owner are preserved. Activity is linked to the parent contact or deal record based on LockedOn's original association model, and your team can verify linkage accuracy during the reconciliation phase after migration.

LockedOn files attached to contacts, properties, or vendors (floor plans, contracts, marketing PDFs) re-upload to Freshsales Files and attach to the corresponding record. File size limits (Freshsales caps at 25MB per file) are enforced during migration; larger files are flagged for manual handling.

LockedOn custom properties on contacts, properties, vendors, and enquiries (e.g., lead_source_detail, vendor_commission_tier, property_council_area) migrate as Freshsales custom fields. Field type is preserved: text stays text, pick-list stays pick-list, number stays number. Pick-list values are mapped individually, and we verify each mapping during the planning phase before migration runs.

LockedOn tags applied to contacts, properties, and vendors migrate as Freshsales Tags. Tags are preserved at the record level and can be used for segmentation and filtering in Freshsales without any transformation. We validate tag count matches between source and destination during reconciliation to confirm complete transfer.