Migrate from Ringy (formerly iSales) to Freshsales

Ringy Leads map directly to Freshsales Leads. The CSV export uses the 'Generate CSV' function with 'Include all custom fields' selected. We extract all standard fields (name, phone, email, address) plus any custom properties added by the customer. Auto-block filtered records are identified during scoping by auditing the keyword list and comparing against the full lead set before export. Lead source and status fields map to Freshsales lead_status and lead_source with custom field creation for any non-standard Ringy values.

Custom properties on Ringy Leads require explicit mapping through Freshsales lead conversion field configuration before migration. We create matching custom fields on Freshsales Contact during setup, then configure the Field mapping dropdown in Admin Settings > Leads Module so that each Lead custom field maps to its corresponding Contact custom field. This ensures that when Leads convert to Contacts, custom property values are preserved rather than lost.

Ringy Company records are extracted through the Lead export with company data embedded in Lead rows. We normalize company data into Freshsales Account records. Company name becomes the Account name, domain extracted from email addresses populates the Website field, and physical address fields map to the billing address on Account. We use company name as the dedupe key during import to prevent duplicate Account creation.

Ringy Deals associated with Leads are included in CSV exports via filtering. Pipeline names and stage definitions are extracted as metadata and mapped to Freshsales deal stage values. The deal amount, close date, and owner assignment migrate directly. We configure Freshsales deal stages to match Ringy pipeline stages before import so that stage assignment is valid at insert time.

Activity records appearing in Ringy's Lead export (call dispositions, email timestamps, SMS references) migrate to Freshsales Tasks. Call activity maps with TaskSubtype = Call, duration fields map to custom Task fields, and disposition values map to custom picklist fields. We preserve activity timestamps to maintain the chronological timeline. Note that detailed call recordings and SMS message bodies do not export from Ringy and are not included in the migration scope.

Ringy Contacts are extracted via the same Lead CSV export workflow. We extract contact-level fields including name, phone, email, and any associated custom properties. After mapping to Freshsales Lead during the initial import phase, we create a parallel Contact record where the customer has already performed Lead conversion or where the contact data warrants a separate Contact record. Contact creation happens after Account creation to satisfy lookup requirements.

Tags applied to Ringy records exist in the CSV export and migrate to Freshsales tags. We extract tag values from Lead CSV rows and import them as Freshsales tag entries. Tag values that do not yet exist in Freshsales are created during import. Tags serve as a lightweight segmentation mechanism and do not require custom field configuration.

Ringy Owners referenced on Lead, Deal, and Activity records map to Freshsales Users. We resolve owners by email match. Any Ringy Owner without a matching Freshsales User goes to a reconciliation queue for the customer's admin to provision before record import resumes. Owner resolution is required before Deals and Activities can reference the correct User.