Migrate from Rainbow CRM to Freshsales

Rainbow CRM Contacts export cleanly via CSV with standard fields (name, email, phone, address). We map these directly to Freshsales Contact fields. Lifecycle stage is not a native Rainbow CRM field and will not appear in exports; any lifecycle data held outside the export must be flagged during scoping and migrated as a custom field if the customer provides it separately. Email deduplication runs before insert using Freshsales' unique contact identifier logic.

Companies export as flat records from Rainbow CRM. We import Accounts into Freshsales first, before Contacts, to satisfy the AccountId lookup required on Contact creation. The Company name becomes the Account Name; industry, website, and address fields map to Freshsales Account fields where present in the export schema.

Deals export with Rainbow CRM's internal pipeline stage labels. These do not match Freshsales stage names out of the box. We present a stage mapping table during the scoping call, confirm each mapping with the customer, and apply the agreed values before the first Deal batch inserts. Deal amount, close date, and associated Contact and Company lookups resolve via the account-first import sequence.

Leads export as a separate object from Rainbow CRM but may share email addresses with Contact records. We run email deduplication against the Contact import set and flag duplicate conflicts for customer review before writing. Lead status maps from Rainbow CRM lead stages to Freshsales Lead Status picklist values confirmed during scoping.

Tasks export as flat records without assignee IDs in Rainbow CRM's documented format. We map task titles, due dates, and descriptions directly. Assignee resolution requires a cross-reference against the Freshsales Users list after scoping; we provide a reconciliation list of task owners that could not be matched by email so the customer's admin can provision users or reassign before final import.

Activity history exports in a denormalized format from Rainbow CRM. We reconstruct activity threads and attach them to the correct Contact, Account, or Deal record during import. Calls map to Freshsales Tasks with Call type; emails map to Freshsales' email records linked to the Contact; meetings map to Events with attendees resolved via email match against the imported Contact list.

Rainbow CRM exposes a subset of custom fields in exports; not all custom field types are included in the documented export format. We inspect the export schema during the discovery phase and flag which custom fields are present and which are absent. High-value custom fields that do not appear in the export require a direct extraction request from Rainbow CRM or manual data provision from the customer before migration scope is finalized.

Rainbow CRM Owners export with name and email but no user ID format compatible with Freshsales. We match by email against the Freshsales Users list and hold any unmatched owners in a reconciliation queue. The customer's Freshsales admin provisions missing users before record import resumes. Active versus inactive status on the destination is resolved at this stage.