Migrate from Profi to Freshsales

Profi members map directly to Freshsales Contacts. The member's email, phone, address, company name, and job title transfer as standard Contact fields. The member's original create date is preserved as a custom datetime field since Freshsales CreatedDate reflects migration time, not source creation.

When Profi tracks organizations or business entities as members, those map to Freshsales Accounts. The company name becomes Account.Name, the domain maps to Account.Website, and industry maps via pick-list value mapping. Parent-child company hierarchies in Profi map to Account.ParentId in Freshsales, preserving multi-level organizational structures during migration.

Profi sessions are the primary revenue-tracking unit in the source system. Each session maps to a Freshsales Deal: session title becomes Deal Name, package or session fee becomes Deal Amount, and session status maps to a Freshsales pipeline stage (Booked → Appointment Scheduled, Completed → Won / Closed Lost). The session date becomes the Deal Close Date.

Profi packages such as session bundles, subscription plans, and course bundles have no native Freshsales equivalent. These require migration as custom fields on the Deal object: Package_Name__c stores the package name, Sessions_Remaining__c tracks remaining session count, Billing_Frequency__c captures the billing cycle, and Renewal_Date__c preserves the next renewal date. This approach maintains package context within the deal record.

Profi course enrollments and content module completions do not map to a standard Freshsales object. We create a custom field on Contact (Course_Enrollment__c) storing the course name and completion status as a text or pick-list value. Course progress percentages migrate as Course_Progress__c on the same Contact record.

Profi session bookings map to Freshsales Appointments. Original booking date and time, duration, and status (confirmed, completed, cancelled) transfer to the Appointment object. The associated member contact is linked via the Contact lookup. Zoom or meeting links stored in session notes are preserved as Appointment notes.

Session notes attached to a Profi member record map to Freshsales Notes on the equivalent Contact. Rich-text formatting is preserved during migration. Inline images hosted in Profi are extracted, re-rendered as Freshsales Files, and the corresponding file link is embedded in the Note body to maintain visual context.

Profi invoices and payment records do not map to a native Freshsales object. Invoice status, amount paid, payment method, and next billing date migrate as custom fields on the Deal (Invoice_Status__c, Amount_Paid__c). The full invoice record migrates as a Note with the label 'Invoice Record' for reference.

Profi staff who own members or sessions resolve to Freshsales Users by email match. Unmatched owners are flagged before migration so your team can invite them to Freshsales or assign a fallback owner. Owner records are created before any contact, account, or deal records are migrated.

Files uploaded to Profi records (contracts, session handouts, profile photos) re-upload to Freshsales Files and attach to the equivalent record. File size limits apply — Freshsales supports up to 25MB per file. We split larger files and re-host them with the original filename preserved for traceability.

Profi booking automations, session reminders, and drip content sequences do not migrate. We export the workflow definitions (trigger, conditions, actions) as a reference document your Freshsales admin uses to rebuild equivalent Workflows in Freshsales Admin Settings. The migration covers data only.