Migrate from Sales Mantra to Freshsales

Sales Mantra Lead records map directly to Freshsales Lead objects. We extract the full Lead CSV export (contact details, status fields, source attribution, owner assignment) and map each column to the corresponding Freshsales Lead field. Any Sales Mantra Lead status values that have no Freshsales equivalent are mapped to the closest standard status and preserved in a custom field sm_original_status__c for audit. Owner assignment maps by matching Sales Mantra owner names to Freshsales User records by email.

Sales Mantra Account records (representing companies or organizations) map to Freshsales Account. We preserve account name, address, industry classification, and any custom fields exported from Sales Mantra as Freshsales custom fields on the Account object. Foreign-key relationships to Deals are resolved at migration time by extracting the Account ID from the Deals export and re-establishing the lookup after the Accounts are loaded. Freshsales requires Account records to exist before Contacts are created, so we load Accounts first.

Sales Mantra Deals map to Freshsales Deals with deal name, stage, value, expected close date, and owner assignment. Pipeline stage names vary by Sales Mantra implementation, so we map the exported stage values to Freshsales deal stages and configure the Freshsales pipeline stages to match the source pipeline logic during the custom field pre-creation phase. The associated Account lookup is resolved using the Account ID from the Deals export after the Accounts are loaded.

Sales Mantra Activities (calls, emails, tasks, notes) linked to Leads, Accounts, or Deals map to Freshsales Sales Activities. We verify activity completeness during the data audit phase because not all activity types may be included in the standard Sales Mantra export. Each activity type maps to its corresponding Freshsales Sales Activity subtype, and the WhoId (Lead or Contact reference) and WhatId (Deal or Account reference) are resolved via the lookup tables built during the Account and Deal migration phases.

Sales Mantra's contact classification feature likely exports as additional columns with delimited multi-value entries (e.g., comma-separated tags or pipe-delimited categories). We audit the export schema during the data audit phase, split any malformed columns into normalized single-value fields, and create corresponding Freshsales multi-select picklist custom fields on the Contact object. Classification logic that relied on the platform's internal UI state is translated into field-level picklist values so that filtering and segmentation work in Freshsales without requiring complex filter logic.

Sales Mantra Owner records (the team members assigned to Deals and Activities) map to Freshsales Users. The Sales Mantra user roster is small given the vendor's 8-employee headcount, which makes owner mapping tractable. We extract the user list from the Deals and Activities exports, match by name or email against the Freshsales User table, and flag any Owner without a matching Freshsales User for the customer's admin to provision before the Deals phase begins.

Sales Mantra document attachments may be stored as file references or URLs within the CSV export rather than as downloadable binary files. We attempt to extract all available document URLs or binary files during the data audit phase. Where only URL references are available, we load them as links on the corresponding Freshsales Account or Deal record. We recommend that customers download any critical documents manually before the migration cutoff date to ensure availability, or request a bulk file export from Sales Mantra if documents are business-critical.

Sales Mantra custom fields beyond the contact classification set are exported as additional columns in the CSV. We audit the export schema, identify all non-standard columns, and create corresponding Freshsales custom fields on the appropriate object (Lead, Contact, Account, or Deal) before any data loads. Field types are matched to Freshsales field types: text fields to text, numeric fields to number, date fields to date, and delimited lists to multi-select picklist.