Migrate from myCRMS.com to Freshsales

myCRMS.com contact records with a clear buying qualification status (from a sales_ready flag or equivalent field) map to Freshsales Contact tied to an Account. Contacts without a buying qualification status or with an unqualified stage map to Freshsales Lead. We determine the split criterion during the pre-migration audit based on which fields myCRMS.com exposes for qualification. Any original qualification status is preserved in a custom field for audit and reporting in Freshsales.

myCRMS.com company records map directly to Freshsales Account. The company name becomes Account Name, and any domain or website field becomes the Account Website field. Account is created before any Contact or Lead import so that the lookup relationship is satisfied at the moment of insert. We use Account Name as the dedupe key during import to prevent duplicate Account creation.

myCRMS.com pipeline deals map to Freshsales Deal records. The deal stage name from myCRMS.com maps to Freshsales Deal Stage, and any pipeline identifier maps to a Freshsales Deal pipeline that we configure before migration. Closed-won and closed-lost amounts, close dates, and owner assignments transfer directly. Custom deal fields migrate to Freshsales custom Deal fields created during the pre-migration schema phase.

Each deal stage from myCRMS.com becomes a Freshsales Deal Stage within the configured pipeline. Stage ordering and probability values transfer where available. Freshsales requires stages to be configured as a named list in Admin settings before deals can be imported; we configure this before any Deal records are loaded.

myCRMS.com call logs migrate to Freshsales as call activity records linked to the parent Contact, Lead, Account, or Deal. Call duration, disposition, timestamp, and owner assignment transfer where the export exposes those fields. Freshsales call activities appear in the Activity Timeline of the linked record.

myCRMS.com email logs migrate to Freshsales as email activity records linked to the parent Contact, Lead, Account, or Deal. Email subject, body content, sender, recipient, and timestamp transfer where the export exposes those fields. Freshsales email tracking features activate on the Growth plan and above; emails import as historical activity regardless of plan.

myCRMS.com tasks and notes migrate to Freshsales Task records linked to the parent Contact, Lead, Account, or Deal. Task status, priority, due date, and owner assignment transfer. Note content migrates as the Task description field, preserving the original timestamp. We resolve owner assignments by email match against Freshsales User records.

myCRMS.com custom fields on Contact, Company, and Deal objects migrate to Freshsales custom fields of matching data type. We discover the full custom field schema during the pre-migration audit (field name, type, picklist values if applicable), pre-create each custom field in Freshsales before any data loads, and then import data with the custom field mappings resolved. Text, number, date, picklist, and boolean field types are supported; multi-select picklists map to Freshsales multi-select fields.

myCRMS.com record owners map to Freshsales User records by email match. We extract every distinct owner referenced on Contact, Company, Deal, and activity records and match by email against the Freshsales User table. Owners without a matching Freshsales User go to a reconciliation queue for the customer's admin to provision before record import resumes.