Migrate from REIPro to Freshsales

REIPro contacts map 1:1 to Freshsales Contacts. Freshsales requires an AccountId lookup on contacts — REIPro contacts without a primary company must be associated against a default account or require account creation first during migration. We create placeholder accounts for orphaned contacts if needed.

REIPro leads map to Freshsales Leads with all standard fields preserved including name, email, phone, source, and status. Lead conversion settings in Freshsales determine how leads become Account-Contact-Deal triplets upon closure. We respect any existing conversion mapping rules configured in Freshsales.

REIPro companies map to Freshsales Accounts. Company hierarchies with parent-child relationships in REIPro translate to Freshsales' Parent Account lookup field. Multi-company associations on a single contact collapse to the primary AccountId with secondary associations flagged for manual review after migration.

REIPro deals map to Freshsales Deals with deal name, amount, close date, owner, and stage preserved. Freshsales Deal pipelines must be pre-configured to match REIPro's stage names before migration — stage probability values are set per Freshsales pipeline configuration based on your workflow requirements.

REIPro pipeline stage names map to Freshsales Deal stage values via a value-by-value translation table. Each stage probability percentage is re-applied based on Freshsales' stage configuration model. Stage-entered timestamps are preserved as custom datetime fields in Freshsales to maintain historical stage transition data.

REIPro tasks and follow-up reminders map to Freshsales Sales Activities with Type='Task'. Original due dates, owners, and parent-record links to Contact, Account, or Deal are preserved through the migration. Task status values are translated using a mapping table.

REIPro notes on contacts, companies, or deals migrate as Freshsales Notes attached to the corresponding record. Rich-text formatting is preserved where the source format is compatible with Freshsales' note renderer. Notes without a parent record are attached to the most relevant object based on context.

REIPro custom contact properties beyond standard fields map to Freshsales custom fields on the Contact object. Text, number, date, and pick-list field types are fully supported. Pick-list values require a value-mapping table for each field to translate between REIPro and Freshsales options.

REIPro deal-level custom properties migrate as Freshsales custom fields on the Deal object. Fields referencing property-level data from REIPro are flagged because they must map to text fields in Freshsales since no native property object exists in the target system.

REIPro's 10-step workflow tracker and marketing automation sequences do not migrate as functional automation. They must be rebuilt in Freshsales' Workflow builder or Visual Workflow builder. We export the complete step definitions as a structured reference document for your Freshsales admin to use during rebuild.

REIPro users are matched to Freshsales agents by email address. Unmatched owners are flagged before migration in a pre-flight report — your team either invites them to Freshsales first or assigns their records to a fallback agent during migration. Owner history is preserved in a custom field.

REIPro tags on contacts, companies, and deals migrate as Freshsales Labels. Multiple tags on a single record become comma-separated values or individual label assignments per Freshsales' label model. Tag counts and usage statistics are preserved in the migration audit log.

REIPro lead source values such as Absentee Owner, Pre-foreclosure, Bank Owned are preserved as a pick-list custom field on the Freshsales Lead object, maintaining the complete sourcing attribution history for each contact and lead record.

REIPro's 156M+ property database has no Freshsales equivalent object. Property addresses associated with deals can be stored as text fields or in the Deal description field. Property-level data including tax info, MLS comps, and deed history is preserved as a reference note attached to the related Deal record for cross-reference.