Migrate from PAWS to Freshsales

Direct map. Freshsales Contact stores first name, last name, email, phone, title, address, and custom field values. PAWS contacts migrate as Freshsales Contact records with lifecycle stage set to the configured default or preserved from PAWS status fields via custom field mapping.

Direct map where PAWS exposes a distinct Lead object. Freshsales Lead uses its own lifecycle stage field (separate from Contact lifecycle). If PAWS does not have a separate Lead object, unconverted contacts land as Freshsales Leads and must be manually converted to Contacts in Freshsales post-migration.

Direct map. PAWS Company maps to Freshsales Account with name, domain/website, industry, employee count, and annual revenue fields transferred directly. Additional fields such as phone, address, and social URLs are also migrated when present. Freshsales Account does not support hierarchical parent‑child structures natively — all relationships are flattened to single‑level accounts, and any parent‑child references are stored in a custom text field for audit purposes.

Direct map. PAWS Deal maps to Freshsales Deal with name, amount, currency, stage, probability, close date, and owner transferred. Pipeline mapping requires Freshsales pipeline IDs — we configure these during the planning phase so deal stages resolve correctly during import.

PAWS pipeline configurations map to Freshsales Sales Pipelines. Each PAWS pipeline becomes one Freshsales pipeline. Pipeline stage names and probability values are mapped value-by-value. We export the PAWS pipeline-stage structure and configure matching Freshsales pipelines before the migration run. The mapping also preserves stage order and entry dates, while default probabilities fill gaps. All pipeline IDs are logged for reference.

PAWS custom fields migrate to Freshsales custom fields created under Account Settings > Fields > Contact Fields or Account Fields. Freshsales does not support all PAWS field types natively — multi-select picklists convert to text fields with pipe-separated values, and dependent fields collapse to standalone text.

Direct map. PAWS tasks migrate to Freshsales Tasks with subject, due date, status, priority, and owner preserved. Tasks linked to specific contacts or deals are re-linked using the migrated record IDs captured during the import. Task creation timestamps and any associated notes are transferred when available. Priority levels map directly, default assigned for non-standard values. Attachments are not migrated; references stored in a custom text field.

Direct map. PAWS meeting records migrate to Freshsales Appointments with start time, end time, location, title, and associated contact or deal link preserved. Original timestamp and meeting organizer transferred for audit continuity. Meeting description and any notes are transferred when present. Duration is calculated from start and end times. Meeting type stored in a custom field if needed. Original creation date retained for reporting.

Direct map where Freshsales Pro or Enterprise is the destination tier. PAWS call logs with duration, direction, and outcome map to Freshsales Sales Activities of type 'Call'. Growth plan users see calls as tasks without the structured sales activity layout.

PAWS file attachments on contacts, accounts, or deals are re-uploaded to Freshsales Files attached to the corresponding record. Freshsales file size limits apply — files over 25MB must be hosted externally with a link stored in a custom text field.

Direct map for PAWS products to Freshsales Products. Product name, SKU, unit price, and description transfer. Product-Deal associations migrate as Freshsales Deal Products linked to the migrated deal records. Product category maps to Freshsales product category when present. Custom attributes like weight or dimensions transfer as additional text fields. Images are not migrated; a reference link stored in a custom field.

Direct map. PAWS tags on contacts, accounts, or deals migrate as Freshsales Tags. Tags are stored as a multi-select text array on the record — not as a separate Tag object. Tag-based segmentation in Freshsales reports requires custom filters. Tag names are preserved, respecting case. In Freshsales, tags appear as an array field and can be used in list views or reports via filters. Bulk updates are supported through API.