Migrate from Sales Infinite to Freshsales

Sales Infinite Contact records migrate to Freshsales Contact. The Freshsales Contact object stores name, email, phone, address, and custom properties. Owner assignment resolves by matching Sales Infinite hubspot_owner_id to Freshsales Owner by email. Any Sales Infinite contact without an email fails Freshsales required-field validation and is flagged for the customer's admin to supply or exclude.

Sales Infinite Account records map directly to Freshsales Account. Industry, annual revenue, and type fields translate 1:1. We flag any custom Account properties that exceed Freshsales standard field set and create equivalent custom fields before migration. Account is created before Contact import so that the parent Account reference is satisfied at Contact insert.

Sales Infinite Opportunity records migrate to Freshsales Deal. Amount, CloseDate, and Stage map directly. Pipeline stage names are Sales Infinite-specific and require mapping to Freshsales stage values during schema discovery. We capture the full Sales Infinite stage label set and configure matching stage values in Freshsales before Deals are imported. Probability percentages migrate to Freshsales stage probability settings.

Sales Infinite Lead records migrate to Freshsales Lead if the source tier supports a separate Lead object. Lead_Status from Sales Infinite maps to Freshsales Lead Status. Where Sales Infinite lacks a separate Lead object, Lead records are stored as Contacts with a custom Lead_Status property that we create in Freshsales during schema setup. The customer chooses the merge strategy during scoping.

Sales Infinite email engagements migrate to Freshsales Task records with the original timestamp preserved for timeline ordering. Email subject and body content transfer to Task description. We set the WhoId (Contact or Lead reference) and WhatId (Deal or Account reference) by resolving the original Sales Infinite contact and deal associations at migration time.

Sales Infinite call engagements migrate to Freshsales Task records. Call disposition, duration, and any recording URL transfer to custom Task fields we create during schema setup. Activity timestamp preserves the original Sales Infinite call date for chronological accuracy in the Freshsales timeline.

Sales Infinite meeting engagements migrate to Freshsales Event records. Start time, end time, location, and attendee information transfer directly. Attendee mapping links to Freshsales Contact or Lead records by email resolution. Original timestamp preserves meeting chronology in the Freshsales activity timeline.

Sales Infinite Task engagements migrate to Freshsales Task with Status, Priority, and ActivityDate preserved. Task subject and description transfer directly. Owner assignment migrates by resolving Sales Infinite owner email to Freshsales Owner ID.

Sales Infinite Notes migrate as Freshsales Notes linked to the parent Contact, Account, or Deal. Rich text formatting converts to Freshsales Note body format. If the original Sales Infinite Note references attachments, those files are downloaded and re-uploaded to Freshsales as linked file attachments on the parent record.

Custom fields on any standard object require schema discovery before mapping. Picklist values, text fields, number fields, and date fields map to Freshsales equivalent field types. We create the destination custom field schema in Freshsales before any data import. Any Sales Infinite formula fields or roll-up summaries are flagged as requiring Freshsales formula field equivalents or reporting-layer solutions since formulas cannot migrate as computed values.