Migrate from Onpipeline to Freshsales

Onpipeline Contacts migrate to Freshsales Contacts by default. If the customer uses a lead qualification process, we create a Freshsales Lead for unqualified prospects and a Contact for qualified ones based on criteria defined during scoping. Email, phone, address, and custom field properties migrate directly. Tags become Freshsales Labels. We resolve any Company linkage and attach the Contact to the corresponding Freshsales Account after Accounts are imported.

Onpipeline Companies map to Freshsales Accounts. The company name becomes Account Name, domain becomes Website, and address fields map to billing address fields. Account is imported before Contact so that the Account-Customer lookup relationship is satisfied at the time of Contact insert. Multiple Contacts can link to a single Account, preserving Onpipeline's one-to-many Contact-to-Company relationship.

Onpipeline Deals map to Freshsales Deals directly. Deal name, value, stage, probability, and expected close date migrate. The Deal-to-Contact association migrates as a Deal-Customer link in Freshsales, and if the Contact has a linked Account, the Deal-to-Account relationship is established through the Contact lookup. Custom fields on Deal migrate as Freshsales custom properties. Closed-Lost and Closed-Won status transitions are preserved as Deal status values.

Onpipeline custom stage names and probabilities map to Freshsales Deal stage values. We capture the full stage hierarchy from Onpipeline and configure matching stage values in Freshsales before migration. Stage probabilities migrate as percentage values. If Onpipeline has more stages than Freshsales default stages, we create additional stage values during schema configuration. Each stage maps to a specific Freshsales status: Open, Won, or Lost.

Onpipeline Products (name, SKU, price, stock quantity) migrate to Freshsales Products. Stock quantity migrates as inventory tracking data if the destination Freshsales plan supports inventory management. Price information becomes the standard price on the Product record. Products are imported before Quotes and Invoices so that line items can reference valid Product IDs.

Onpipeline Quotes migrate to Freshsales Quotes. Quote headers (quote number, date, expiration, status) map to Freshsales Quote fields. Line items map with product reference, quantity, unit price, and discount. E-signature status migrates as a custom field since Freshsales Quotes support PDF export but e-signature integrations are typically third-party or Freshsales CRM Suite features.

Onpipeline Invoices migrate as Freshsales Invoice records. Invoice headers, line items, payment status, and totals map directly. Payment status values (paid, unpaid, partial, overdue) migrate to corresponding Freshsales Invoice status values. Recurring invoice configurations are noted in the migration inventory but automated generation requires manual setup in Freshsales Workflows post-migration.

Onpipeline Events (calendar appointments) migrate to Freshsales Events with start time, end time, assigned user, and description. Tasks migrate as Freshsales Tasks with due date, status, priority, and assignment. Notes migrate as Task notes or descriptions. Each activity record retains its owner attribution by resolving the Onpipeline user to the corresponding Freshsales user.

Onpipeline custom fields on Contacts, Companies, Deals, and Products migrate as Freshsales custom fields. We extract the custom field schema during discovery and create matching custom field definitions in Freshsales before data migration begins. Field types are mapped: text to text, number to number, date to date, dropdown to picklist. Custom field dependencies and conditional logic do not transfer.

Onpipeline Users cannot be imported into Freshsales via the API. Freshsales requires manual user creation through the admin interface. We extract the full user roster (name, email, role) from Onpipeline during discovery and provide a user mapping table. The customer's Freshsales admin creates corresponding users before migration. We then resolve owner assignments on Contacts, Companies, Deals, and Activities by matching the Onpipeline user email to the newly created Freshsales user.