Migrate from MOGO to Freshsales

Direct map where MOGO contact records land as Freshsales Contact records. Freshsales requires an AccountId for most contact lookups — contacts without a primary company in MOGO attach to a default placeholder Account or the company is extracted and created first.

MOGO company records map to Freshsales Account objects. Account.Name, Account.Website, Account.Industry, and employee/revenue fields map directly. Parent-child company relationships in MOGO map to Freshsales Parent Account lookup. If MOGO stores additional attributes such as billing address or employee count, those map to corresponding Freshsales Account fields to preserve complete company profiles.

If MOGO distinguishes leads from contacts, those records migrate as Freshsales Lead objects. Freshsales Lead has separate fields from Contact — status, source, rating, and owner assignment all transfer. During migration, FlitStack ensures that any custom lead fields in MOGO are recreated as Freshsales custom fields, maintaining data richness for reporting and segmentation.

MOGO deals map to Freshsales Deal objects. Deal name, amount, close date, owner, and stage map directly. Stage names may require value mapping if MOGO stage names differ from Freshsales default stage options. FlitStack also migrates deal currency and discount fields, ensuring that financial details align with Freshsales's deal record schema.

MOGO pipeline configuration becomes Freshsales pipeline setup. Each MOGO pipeline creates a corresponding Freshsales pipeline. Stage names, probabilities, and forecast categories map per stage with value mapping applied. If MOGO pipelines include custom stage colors or labels, FlitStack preserves those as stage metadata in Freshsales to maintain visual consistency for sales teams.

MOGO call logs, emails, and meetings migrate as Freshsales Sales Activities. Original timestamps, owners, and associated contact/account links are preserved. Activity type determines the Freshsales activity record subtype. FlitStack also maps any MOGO activity attachments to Freshsales file links, ensuring that related documents remain accessible within the activity record.

MOGO notes on contacts, companies, or deals migrate as Freshsales Note records attached to the corresponding object. Note body content transfers directly; associated object resolved by MOGO record ID cross-reference. If notes contain HTML formatting or embedded images, FlitStack strips unsupported markup to ensure clean text display in Freshsales notes.

MOGO tasks map to Freshsales Task records. Task subject, due date, priority, status, and owner transfer directly. Completed status and completion timestamps are preserved for audit continuity. FlitStack also migrates task-related comments and attachments, linking them to the Freshsales Task record for complete context.

MOGO custom fields on contacts require Freshsales custom field creation before migration. Field data type determines the Freshsales field type — text fields become text, pick-lists become pick-lists, date fields become date fields. The custom field is created first, then data populates during migration.

If MOGO stores products or service items linked to deals, those migrate to Freshsales Product catalog. Product name, unit price, and description map directly. Deal-to-product associations migrate as Deal Product junction records. FlitStack also maps product categories and images, ensuring that the Freshsales Product catalog mirrors the richness of the MOGO catalog for sales and quoting workflows.

MOGO user and owner records resolve to Freshsales users by email address match. Active MOGO users without matching Freshsales email are flagged before migration — teams either invite them to Freshsales or reassign records to an existing user. If multiple MOGO users share the same email address, FlitStack merges them into a single Freshsales user to prevent duplicate records.

MOGO file attachments associated with records download and re-upload to Freshsales Files. File name, content type, and associated object link are preserved. Large files may be subject to Freshsales storage limits per plan tier. FlitStack also verifies file integrity after upload, generating checksums to confirm that no data corruption occurred during the transfer.