Migrate from Nurture to Freshsales

Nurture Companies map directly to Freshsales Accounts. The company name becomes the Account Name field and is used as the dedupe key during import. Account is created before any Contact import so that the Account lookup relationship is satisfied at the moment of Contact insert. Custom fields on Nurture Companies map to Freshsales custom Account fields of equivalent type.

Nurture Contacts map directly to Freshsales Contacts. The contact email serves as the dedupe key. We resolve the AccountId reference by matching the parent Nurture Company name to the Freshsales Account created in the prior phase. Owner assignment migrates by matching the Nurture owner email to the Freshsales User email. Custom contact fields map to Freshsales custom Contact fields.

Nurture Deals map directly to Freshsales Deals. The deal amount, close date, and stage name transfer. We map Nurture pipeline stages to Freshsales Deal Stages, which we configure before migration to preserve the customer's existing stage labels and probabilities. The primary Contact and Account lookups resolve via the records created in prior phases.

Nurture call records (tracked with duration and disposition) map to Freshsales Call records linked to the parent Contact. Call duration, call notes, and call disposition transfer to Freshsales call activity fields. We use the Freshsales REST API to create call records with the ContactId and ownerId resolved at migration time.

Nurture email activity (sent and received) maps to Freshsales Email records linked to the parent Contact. Email subject, body content, and timestamp migrate. We create Email records via the Freshsales API with the contact_id and user_id resolved. Email attachments migrate as separate file records linked to the activity.

Nurture Tasks map directly to Freshsales Tasks with Status, Priority, Due Date, and Description preserved. Task assignment migrates by resolving the Nurture owner email to Freshsales OwnerId. Completed tasks retain their completion timestamp; open tasks retain their due date and priority.

Nurture Notes attached to Contacts, Companies, or Deals migrate to Freshsales Notes linked via the parent record type and ID. Note body content migrates as rich text. We resolve the parent record reference at migration time by matching the Nurture record type and ID to the Freshsales record created in the appropriate prior phase.

Nurture Owners map to Freshsales Users. We resolve owners by email match across Contact, Company, Deal, and Activity records. Any Nurture Owner without a matching Freshsales User goes to a reconciliation queue for the customer's admin to provision before record import resumes.

Nurture custom fields on Companies map to Freshsales custom Account fields. We verify field type compatibility during scoping: text fields map to Freshsales text fields, number fields map to number fields, date fields map to date fields. Incompatible field types are flagged for the customer to resolve before migration.

Nurture custom fields on Contacts map to Freshsales custom Contact fields. Picklist fields migrate as Freshsales picklist fields with values preserved. Multi-select picklist fields migrate as Freshsales multi-select picklist fields. Custom fields with no equivalent Freshsales type are flagged for the customer to decide on a fallback strategy.