CRM migration
Field-level mapping, validation, and rollback between Pure Chart and Freshsales. We move data and schema; workflows are rebuilt natively in Freshsales.
Pure Chart
Source
Freshsales
Destination
Compatibility
10 of 10
objects map 1:1 between Pure Chart and Freshsales.
Complexity
BStandard
Timeline
48–72 hours
Overview
Pure Chart and Freshsales occupy different positions in the CRM landscape — Pure Chart as a specialized or legacy tool, Freshsales as Freshworks' AI-forward sales CRM with built-in telephony, Freddy AI lead scoring, and Kanban pipeline views. The migration carries everything stored natively in Pure Chart (contacts, companies, deals, activities, custom properties) into Freshsales' standard objects: Lead, Contact, Account, Opportunity, and Task. The critical migration decisions are mapping Pure Chart's pipeline stages to Freshsales deal stages, preserving any lifecycle or scoring data as Freshsales custom fields, and handling user-to-owner resolution by email match. Freshsales' API enforces per-hour rate limits (1,000 on Growth, 2,000 on Garden, 5,000 on Estate/Forest) that govern migration pacing. Workflows, sequences, and automation rules do not migrate — FlitStack exports definitions as rebuild reference, but these must be reconstructed in Freshsales' Workflows and Sequences tools post-migration. FlitStack AI also performs a field-level diff during a test migration to validate data integrity before the final cutover, and maintains an audit log for every record created, updated, or skipped. A delta-pickup window after the initial load captures any changes made in Pure Chart during cutover, ensuring Freshsales reflects the most current state at go-live.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Pure Chart object lands in Freshsales, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Pure Chart
Contact / Person Record
Freshsales
Contact
1:1Pure Chart person records map directly to Freshsales Contact. Freshsales Contact stores name, email, phone, job title, address, and lifecycle stage. Owner resolution happens by email match against Freshsales users. Records without a matching user land under a fallback owner flagged for review.
Pure Chart
Lead / Early-Stage Contact
Freshsales
Lead
1:1Early-stage leads in Pure Chart migrate as Freshsales Lead records. Freshsales Lead captures lead source, status, rating, and owner. Lead scoring values from Pure Chart migrate as a custom numeric field since Freshsales native scoring (Freddy AI) requires Pro/Enterprise and runs post-migration.
Pure Chart
Company / Organization
Freshsales
Account
1:1Pure Chart company or organization records map to Freshsales Account. Account stores name, website, industry, employee count, annual revenue, billing address, and phone. Parent-company hierarchies in Pure Chart map to Freshsales Parent Account lookup where supported. Additionally, any parent-company references are translated into Freshsales Parent Account lookups, preserving organizational hierarchies.
Pure Chart
Deal / Opportunity
Freshsales
Deal
1:1Pure Chart deals map to Freshsales Deal. Deal stores name, amount, stage, expected close date, owner, and associated contacts/accounts. Stage names map value-by-value to Freshsales deal stage pick-list values. Multiple pipelines in Pure Chart require stage mapping per pipeline in Freshsales.
Pure Chart
Pipeline Stage
Freshsales
Deal Stage
1:1Pure Chart pipeline stage names map to Freshsales deal stage values. Each Pure Chart pipeline maps to its corresponding Freshsales pipeline. Stage probability values map to Freshsales stage probability fields for forecasting. FlitStack generates a stage-mapping matrix before migration runs.
Pure Chart
Activity Log / Engagement
Freshsales
Task / Event
1:1Pure Chart engagement records (calls, emails, meetings, notes) map to Freshsales Tasks and Events. Tasks capture activity type, subject, description, due date, and owner. Original timestamps and owners are preserved. Task associations link back to parent Contact, Lead, Account, or Deal.
Pure Chart
Custom Property / Field
Freshsales
Custom Field
1:1Pure Chart custom properties migrate as Freshsales custom fields on the appropriate object. Text, number, date, and pick-list field types map directly. Multi-select values in Pure Chart require Freshsales' custom field type support or a text concatenation approach. Custom field creation happens pre-migration.
Pure Chart
User / Owner
Freshsales
User
1:1Pure Chart user and owner records resolve to Freshsales users by email match. Unmatched owners are flagged before migration — teams either invite them to Freshsales or assign their records to a fallback user. System-generated owners (e.g., deleted users) map to an admin fallback.
Pure Chart
Attachment / File
Freshsales
File
1:1Pure Chart file attachments download and re-upload to Freshsales Files. Files attach to the parent record (Contact, Account, Deal). File size limits apply per Freshsales plan. Inline images in notes are extracted and rehosted as separate file attachments. All file metadata, such as creation dates and owner information, is also transferred to maintain a complete audit trail.
Pure Chart
Workflow / Automation Rule
Freshsales
Workflow Rule (not migrated)
1:1Pure Chart workflow definitions export as JSON/PDF reference for rebuild. Freshsales Workflow Rules must be created manually in the admin settings. FlitStack delivers a workflow audit export before migration so teams can prioritize rebuilding critical automation sequences. This export also includes a summary of any dependencies between workflows, helping teams plan the rebuild in a logical order.
| Pure Chart | Freshsales | Compatibility | |
|---|---|---|---|
| Contact / Person Record | Contact1:1 | Fully supported | |
| Lead / Early-Stage Contact | Lead1:1 | Fully supported | |
| Company / Organization | Account1:1 | Fully supported | |
| Deal / Opportunity | Deal1:1 | Fully supported | |
| Pipeline Stage | Deal Stage1:1 | Fully supported | |
| Activity Log / Engagement | Task / Event1:1 | Fully supported | |
| Custom Property / Field | Custom Field1:1 | Fully supported | |
| User / Owner | User1:1 | Fully supported | |
| Attachment / File | File1:1 | Fully supported | |
| Workflow / Automation Rule | Workflow Rule (not migrated)1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Pure Chart gotchas
Pricing stacks per office plus per user — model the full bill before committing
AI tools may be add-ons rather than baseline
No public API documentation
Freshsales gotchas
Freddy AI is Pro-tier only despite heavy marketing
Post-migration emails and sequences are disabled
Bot session credits are a one-time 500-session allocation
Phone credits charged per minute with no cap
File storage limits scale with plan tier
Pair-specific challenges
Migration approach
Audit Pure Chart data model and Freshsales target schema
FlitStack connects to Pure Chart via API (or CSV export for platforms with limited API access) and inventories all objects, custom fields, and record counts. Simultaneously, we survey the target Freshsales account's existing schema — pipeline count, stage values, pick-list options, and custom field definitions. This audit produces a data-mapping matrix that identifies all fields requiring Freshsales pick-list creation, custom field setup, or transformation logic before migration runs.
Configure Freshsales schema and resolve owner mappings
Using the mapping matrix from Step 1, FlitStack delivers a Freshsales schema setup plan: create custom fields, add pick-list values to lifecycle stage and deal stage, create additional pipelines, and configure lead custom field conversion mappings. Simultaneously, we match Pure Chart owner/user email addresses against Freshsales users. Unmatched owners are flagged for team action — either invite them to Freshsales or designate a fallback assignee. No records migrate without a resolved owner.
Run test migration with field-level diff
A representative slice of records (typically 100–500 spanning contacts, accounts, deals, and activities) migrates first. FlitStack generates a field-level diff report comparing source values against Freshsales destination values — verifying pick-list mappings, custom field population, owner resolution, and date/timestamp preservation. The customer reviews the diff and approves before the full migration commits. Any mapping corrections happen in this window. This test run also validates that the delta-pickup mechanism will capture any new or changed records after the initial load, providing confidence for the final cutover.
Execute full migration with delta-pickup and audit log
The full record set migrates against Freshsales with API rate-limit awareness. A delta-pickup window (typically 24–48 hours post-migration) captures any Pure Chart records modified during cutover. FlitStack maintains an audit log of every record created, updated, or skipped. One-click rollback is available if reconciliation reveals data integrity issues. Post-migration, the team receives a record-count summary and a workflow-export JSON for Freshsales workflow rebuild.
Platform deep dives
Pure Chart
Source
Strengths
Weaknesses
Freshsales
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 2 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Pure Chart and Freshsales.
Object compatibility
2 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Pure Chart: Not publicly documented — typical SaaS limits assumed and confirmed during scoping.
Data volume sensitivity
Pure Chart doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Pure Chart to Freshsales migration scoping. Not seeing yours? Book a call.
Walk through your Pure Chart to Freshsales migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationAdjacent paths
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