Migrate from Myprosperity to Freshsales

MyProsperity Users map directly to Freshsales Contacts. The email address is the primary key for de-duplication and owner resolution. Users without an email address are flagged for manual review before migration — Freshsales requires a valid email for Contact creation via API.

MyProsperity Users with a relationship_type of 'Lead' or 'Prospect' route to Freshsales Lead. All other relationship types (Owner, Family, Accountant) route to Contact. The split is determined by a pre-migration relationship_type audit against MyProsperity's API field values. If any User lacks a relationship_type value, it defaults to Contact and is flagged for review.

MyProsperity Relationship records define how a User relates to a client (Owner=0, Accountant=1, Lawyer=2, Wife=3, Husband=4, Child=5). These map to Freshsales custom pick-list field Relationship_Type__c on Contact. For adviser-to-client relationships, Freshsales Contact Roles provide the built-in equivalent. The integer codes are preserved in a hidden reference field for audit and de‑duplication.

MyProsperity Documents (attached statements, signed forms, valuations) migrate as Freshsales Notes with the original filename stored in the Note title. If the file is binary, it re-uploads to Freshsales Files. Document create timestamps and associated User links are preserved as Note metadata fields.

MyProsperity financial properties — property valuations, investment balances, insurance policies — have no Freshsales native equivalent. We create a Financial_Asset__c custom object with fields for asset type, value, currency, and a lookup to the Contact. N:1 relationship from asset to contact preserves the client-centric model.

MyProsperity Practice Portal staff licences ( Adviser, Paraplanner, Admin) map to Freshsales Users. Owner resolution uses email match — if the MyProsperity staff email matches a Freshsales user, the Contact OwnerId links automatically. Unmatched staff are flagged for Freshsales admin to invite before migration.

MyProsperity live investment feeds (Xplan, Macquarie) pull portfolio data into the portal. These values cannot be exported as a data feed from MyProsperity. We preserve the last-synced snapshot values as custom fields on the Contact (Last_Portfolio_Value__c, Last_Sync_Date__c) — ongoing sync requires a Freshworks or Zapier integration rebuild.

MyProsperity subscription tiers (Starter, Pro, Mobile First) map to a custom pick-list field Client_Tier__c on Contact. The mapping is 1:1 — Starter maps to Starter, Pro to Pro, Mobile First to Mobile First. Subscription renewal dates migrate as a custom date field.

MyProsperity live balance sheets and cashflow reports are generated dynamically from connected accounts and are not stored as exportable records. The most recent snapshot values migrate as custom fields on Contact. The underlying report format cannot be reproduced in Freshsales — advisers use Freshsales custom reports and dashboards to rebuild this view.

MyProsperity's Annature e-signing integration produces signed document records. These are preserved as Freshsales Notes or Files with the signer's contact link. The cryptographic signature metadata is stored as a custom text field. Annature itself is not connected in Freshsales — your team configures a fresh e-signing integration post-migration.

Referral leads generated through MyProsperity's lead-generation tools migrate as Freshsales Leads. The lead source field maps to Freshsales Lead Source. Any lead score assigned in MyProsperity migrates to a custom numeric field Lead_Score__c on the Lead object. If the source system records multiple lead statuses, they map to Freshsales Lead Status pick‑list values, ensuring consistent pipeline reporting.

MyProsperity tracks client engagement events (portal logins, document views, goal completions) but has no deal pipeline. We surface these as a Freshsales Opportunity named after the engagement type with Amount=0 and a custom Stage='Client Engagement'. This lets advisers report on client lifecycle within Freshsales pipelines.