Migrate from MRI Software to Freshsales

MRI tenants map directly to Freshsales Contacts. Tenant name, email, phone, and address fields translate to Freshsales Contact standard fields. A tenant's lease link is preserved by creating the lease record first, then linking the Contact to the Lease custom object via a lookup relationship.

MRI owners (property owners or landlords) map to Freshsales Accounts. Owner name, company name, email, and address map to Account standard fields. In MRI, an owner may own multiple properties — in Freshsales, that becomes one Account record with multiple property custom fields or related property records.

MRI properties do not have a native Freshsales equivalent. We map each property to an Account record and attach property-specific data (address, unit count, property type, acquisition date) as custom fields on the Account. The Account Name uses the property name. Owner link is stored as Account-to-Account lookup if MRI models parent ownership.

MRI units (individual suites or apartments within a property) have no Freshsales equivalent. Units are represented as a custom multi-value field on the Account, or as a custom object linked to Account when unit-level lease data must be tracked. We surface the mapping choice during the sample migration review.

MRI leases (rental agreements with start date, end date, rent amount, security deposit, and renewal terms) require a custom object in Freshsales. We create a Lease custom object with lookup to Account (owner/landlord) and Contact (tenant). Lease status (active, expired, month-to-month) maps to a custom pick-list field.

MRI lease payment history (monthly rent, late fees, security deposit transactions) becomes custom currency fields on the Lease object. Transaction-level detail is stored as a custom multi-line text field or related payment sub-records. Full financial ledger data stays in MRI or an accounting system — Freshsales is not a GL.

MRI vendors (contractors, service providers) map to Freshsales Accounts of type 'Vendor'. Contact details for vendor representatives become Contact records linked to the vendor Account. Vendor insurance and labor rate fields from MRI ProLease Maintenance module migrate as custom fields on the Account.

MRI users with CRM roles (property managers, leasing agents) are matched by email address to Freshsales users. MRI's entity-level security (Site ID, Entity Class) has no Freshsales equivalent — access control must be rebuilt in Freshsales using roles and territory management available in Pro and Enterprise plans.

File attachments in MRI — lease PDFs, inspection reports, vendor contracts, and maintenance invoices — are downloaded via the MRI API and uploaded to Freshsales as file attachments on the matching record (Account, Contact, Lease, etc.). Each attachment is linked using the MRI record ID for traceability. File size limits and supported formats follow Freshsales upload constraints; large files may need compression before ingestion.

MRI activity history — call logs, email exchanges, scheduled inspections, property showings, and maintenance requests — is mapped to Freshsales Activities. Call logs become Tasks with Type='Phone Call', email threads become Tasks with Type='Email', and inspections or showings become Events. Original timestamps and the owner (user) from MRI are preserved, ensuring that the timeline of interactions is intact after migration.