Migrate from MaxCredible to Freshsales

MaxCredible debtors split into Freshsales Contact and Account based on debtor type. Individual persons map to Contact records with first name, last name, email, and phone preserved from MaxCredible fields. Business entities map to Account records with the business name as Account Name, and the primary contact within that business is created as a Contact linked via AccountId lookup. We preserve MaxCredible's debtor_id as custom field max_debtor_id__c and the credit risk score as custom field credit_risk_score__c on both Contact and Account for collections reference. The debtor status field maps to a custom picklist.

MaxCredible invoices map to Freshsales Deal records using invoice number as an external dedupe key. The invoice amount becomes the Deal value. Due date migrates to Close Date. Invoice aging status (current, overdue, disputed) is stored as a custom field invoice_aging_status__c on the Deal. The debtor relationship resolves to the target Contact or Account, which provides the Deal's primary relation. We flag any invoice with a disputed flag for manual review before insert to prevent validation rejections.

Credit notes require a two-part migration since Freshsales has no native credit note object. We create a Deal adjustment by reducing the original invoice Deal value by the credit note amount and link it via a custom field credit_note_reference__c pointing to the parent invoice. For audit purposes, we also populate a Credit_Note__c custom object with the credit note number, original invoice external ID, adjustment amount, issue date, and reason code. Net receivable balance is recalculated in Freshsales as the Deal value minus all linked credit note adjustments.

MaxCredible reminders migrate to Freshsales Task records. The reminder due date becomes Task Due Date. The priority and urgency from MaxCredible's aging rules map to Freshsales Task Priority (High for overdue, Normal for upcoming). The reminder body copy migrates as the Task description. The debtor and invoice references migrate as custom fields reminder_debtor_id__c and reminder_invoice_id__c so the customer's collections team can trace the origin in MaxCredible if needed during the transition period.

MaxCredible user accounts map directly to Freshsales User records by email match. Role assignments from MaxCredible (collections handler, credit manager, admin) migrate as a custom picklist field max_role__c. Active users get Active status in Freshsales; inactive users are provisioned as Inactive Users so historical assignment on migrated tasks and deals is preserved without exposing the former employee to live data.

MaxCredible communication logs across email, SMS, and WhatsApp channels normalize into Freshsales Task records. Each Task stores the communication body, timestamp, and channel type in a custom field communication_channel__c. WhatsApp thread context, SMS carrier metadata, and email template references from MaxCredible are preserved as a JSON blob in a custom long-text field original_metadata__c to prevent data loss even though they do not render natively in Freshsales. This keeps the audit trail intact for compliance review.

The MaxCredible receivables ledger aggregates open items per debtor and is not a single record but a financial view. We extract the per-debtor open invoice total, credit balance, and DSO snapshot and map these to Freshsales custom fields on Contact (open_receivable_total__c, credit_balance__c) and Account (open_receivable_total__c, dso_snapshot__c). Since Freshsales is not an accounting system, these fields serve as a collections reference view rather than a ledger. The customer configures list views and reports against these custom fields in Freshsales.

MaxCredible AI credit risk scores are snapshot values stored as a number field per debtor. We migrate the current score and the scoring date to custom fields credit_risk_score__c and credit_risk_score_date__c on both Contact and Account. The underlying behavioral data (payment timing history, dispute frequency) is not separately exposed in MaxCredible's export, so the destination cannot reproduce the identical score. We document this limitation in the migration handoff and recommend the customer's credit team recalibrate scoring rules in Freshsales using Freshsales' built-in Freddy AI lead scoring as the replacement model.