Migrate from PlanPlus Online to Freshsales

PlanPlus Online Contacts map to Freshsales Leads for unqualified records and to Contacts attached to Accounts for qualified records. We apply a lifecycle-stage-based split rule during scoping: contacts with a Franklin Covey mission or goal assignment that indicates a prospect relationship map to Freshsales Lead; contacts with associated Deals and company assignments map to Freshsales Contact linked to an Account. Email serves as the dedupe key. We preserve the original PlanPlus Online contact ID in a custom field pp_original_id__c on both Lead and Contact for audit.

PlanPlus Online Company records map directly to Freshsales Account. Company name becomes Account Name, industry maps to Industry picklist, and employee count maps to Number_of_Employees. We build a contact-to-account mapping table during data extraction so that each Contact in the migration payload carries the correct AccountId. Accounts are imported before Contacts to satisfy the parent lookup.

PlanPlus Online Deals tracked in the External Opportunity Portal map to Freshsales Opportunities. Stage names, deal values, close dates, and associated contact references transfer directly. We configure Freshsales deal stage values to match the source pipeline structure before migration. Deal owner assignment resolves by matching PlanPlus Online user email to Freshsales User email.

PlanPlus Online deal pipeline stages map to Freshsales Opportunity stage values. We pre-configure the Freshsales pipeline stages during schema setup to match the source stage names and order, so that deal records land with the correct stage on import without requiring manual reassignment.

PlanPlus Online calendar entries with appointments, all-day events, locations, and attendee lists map to Freshsales Events. We extract event timestamps in UTC and normalize to the account's configured time zone during import. Linked tasks or projects associated with calendar events migrate as separate Task records with a reference to the parent Event.

PlanPlus Online Tasks export with priority, due date, status, and assignment. Subtasks map as child Task records. We preserve the Franklin Covey priority quadrant (Urgent/Important matrix) as a custom picklist field Priority_Quadrant__c on the Task record when present in the source data.

PlanPlus Online Projects export with status, milestones, and task breakdowns. Projects map to Freshsales Opportunities using the project name as the Opportunity name and the project status as a custom field Project_Status__c. Milestones map to Tasks with a custom Milestone__c flag set to true. Cross-project dependencies are captured in a custom text field Dependencies__c for manual rebuild in Freshsales.

PlanPlus Online custom fields export as key-value pairs within each object. We map them to equivalent Freshsales custom fields, creating the destination schema before migration. Any custom field with no direct Freshsales equivalent goes to a reconciliation list for the customer to review. Franklin Covey-specific properties (mission statements, goal hierarchies) become custom text fields on Contact and Company.

PlanPlus Online user accounts map to Freshsales Users by email match. We extract every distinct owner referenced on Contacts, Companies, Deals, and Tasks and resolve by email against the destination Freshsales User table. Any PlanPlus Online user without a matching Freshsales User goes to a provisioning queue; migration cannot proceed for that owner's records until the User exists.

Sync connections to Google Calendar, Microsoft 365, and Outlook are authentication configurations that do not carry between platforms. We document which external systems were connected in PlanPlus Online so the customer's admin can reauthorize those connections in Freshsales. Calendar events and tasks from sync-connected sources export from PlanPlus Online before the migration window and do not require reconnection.