Migrate from OnePageCRM to Freshsales

OnePageCRM Persons map to Freshsales Contacts for records with a clear organization or deal association. Persons without an Organization link and without a deal are evaluated for Lead vs Contact placement based on the customer's criteria (e.g., Has Email and no recent activity = Lead; has a deal or organization = Contact). We preserve the OnePageCRM Next Action date and text as a Freshsales Task linked to the Contact, with Task subject set to the original Next Action text and due date set to the Next Action date.

OnePageCRM Organizations map directly to Freshsales Accounts. We pre-create Accounts before Contact import so that the Account-Contact lookup is resolved at insert time. Organization name becomes Account Name; Organization phone becomes Account Phone; Organization address fields map to the standard address composite. Custom organization fields map to Account custom fields of equivalent type.

OnePageCRM Deals map to Freshsales Deals. Deal name, amount, stage, close date, margin, commission, and cost migrate directly. OnePageCRM pipeline stages map to Freshsales Pipeline stages with probability percentages mapped to the Freshsales stage probability field. If the customer is on Freshsales Growth plan, we configure a single pipeline matching the OnePageCRM stage sequence; Pro+ allows multiple pipelines which we configure only if the customer's OnePageCRM setup uses multiple stage sets.

OnePageCRM contact custom fields (dropdown, text, number, date, checkbox, anniversary) map to Freshsales Contact custom fields of the matching type. Section Divider fields from OnePageCRM do not have a Freshsales equivalent and are dropped with a note in the mapping matrix. Anniversary fields map to Freshsales Date fields. External ID fields from OnePageCRM map to Freshsales String custom fields if the destination plan supports them.

OnePageCRM Organization custom fields map to Freshsales Account custom fields using the same type-matching logic as Contact custom fields. Pre-creating the destination custom fields in Freshsales before migration is a required scoping step; we provide a checklist of all source custom fields with their types for the customer's admin to create in the destination.

Deal-level custom fields migrate to Freshsales Deal custom fields. Multi-select picklist fields in OnePageCRM map to Freshsales multi-select picklists; we verify the destination plan supports the picklist type before mapping. Character limit constraints in Freshsales custom fields are flagged during scoping for any text fields exceeding 255 characters.

OnePageCRM contact tags migrate as Freshsales Tags. Tags are preserved as a flat label namespace. We use Freshsales Tags API to create any tags that do not already exist in the destination before associating them with migrated contacts. Tags on deals migrate as Deal tags in Freshsales.

OnePageCRM Contact Status values (Prospect, Qualified, Customer, etc.) map to Freshsales Contact Status field. We capture the full status taxonomy from OnePageCRM during scoping and create equivalent status values in Freshsales Admin Settings before import. Any status not present in Freshsales is created as a custom status value.

OnePageCRM Lead Source values migrate to Freshsales Lead Source field on Contact. The source value list is pre-populated in Freshsales; any OnePageCRM lead source not present in Freshsales is added to the picklist during configuration. We preserve the original values for reporting continuity.

OnePageCRM notes and call logs attached to contacts migrate as Freshsales Notes linked to the migrated Contact record. Call duration, call date, and disposition text are preserved in the Note body. Note that OnePageCRM does not export email body content or attachments; any notes that reference email threads are migrated as plain text without the original message body.

OnePageCRM Predefined Actions (saved action templates assigned to contacts) do not migrate as active automation. We map them to Freshsales Task Templates if the destination plan supports them, preserving the action name and description. The customer rebuilds the automated assignment logic in Freshsales Workflows. We deliver a written inventory of every Predefined Action with its step sequence and recommended Freshsales Workflow equivalent.

OnePageCRM Predefined Items (products and services used in deal creation) map to Freshsales Products. We preserve name, price, quantity, and grouping. Products are imported before Deals so that the deal-to-product association resolves at migration time. Any product groupings map to Freshsales Product Categories.