Migrate from Salesflare to Freshsales

Salesflare Accounts map directly to Freshsales Organizations. Standard fields including name, domain, industry, and location transfer 1:1. Custom fields on Accounts (created via Salesflare Settings > Customize fields) map to Freshsales custom fields on the Account/Organization object. We match by field label first and fall back to API name where available. Account is imported before any Contact or Deal records so the lookup relationship is satisfied at insert time.

Salesflare Contacts map to Freshsales Contacts with the Account-Contact relationship preserved. The primary Contact role and manually assigned secondary roles map to Freshsales Contact roles. Enrichment data from email signature scraping (job title, phone, social links) transfers to the equivalent Freshsales fields. Any custom properties on Contact objects migrate to Freshsales custom fields.

Salesflare Opportunities map to Freshsales Deals. Deal value, stage name, expected close date, and owner transfer 1:1. Pipeline and stage names from Salesflare become Freshsales pipeline and stage labels. We map Salesflare pipeline assignments to Freshsales Sales Pipes by name match and flag any stages that require new stage values to be created in Freshsales before import.

Salesflare pipelines define the stage sequence available to Opportunities. Each Salesflare pipeline becomes a Freshsales Sales Pipe, and the stage labels map to stage values within that pipe. If Salesflare uses multiple pipelines for different lines of business, we configure multiple Sales Pipes in Freshsales. Stage probability percentages transfer as-is where Freshsales supports custom probabilities, otherwise they are documented for manual configuration.

Salesflare activity history (logged calls, emails, meetings) maps to Freshsales Tasks and Events. Call disposition and duration transfer to Freshsales custom task fields if configured; otherwise they are stored as task descriptions. Meeting details (title, date, attendees) map to Freshsales Events. We set the original activity timestamp as the Freshsales created_at value to preserve timeline ordering. Activities without an associated Contact or Deal are linked to the parent Account.

Salesflare Users map to Freshsales Users by email match. We extract the full user roster including name, email, and role. Pipeline assignments on Salesflare users map to Freshsales territory or pipeline assignments. Any Salesflare user without a matching Freshsales user goes to a reconciliation queue for the customer to provision before record migration continues.

Salesflare tags are flat labels applied to Accounts, Contacts, and Opportunities as a many-to-many join. We export the full tag assignment table and map tags to Freshsales tags by name match. Freshsales tags are per-object labels, so a contact tagged 'enterprise' and an account tagged 'enterprise' remain separate tag values. We flag any tag name conflicts and deduplicate before import.

Salesflare custom properties on Accounts, Contacts, and Opportunities migrate to Freshsales custom fields on the corresponding object. Field type mapping follows Salesflare types: text to string, number to number, date to date, dropdown to picklist, checkbox to boolean. We create the target custom fields in Freshsales before import and map by label match. Custom properties on other objects (if any) are documented and migrated as configuration notes for the customer to set up post-migration.

File attachments on Accounts, Contacts, or Opportunities in Salesflare are stored as URLs or binary blobs. We preserve attachment metadata (filename, linked object type and ID, size, upload date) and re-download files where accessible via URL. Freshsales attachments are linked via the file management system. Large binary files (over 10MB) are flagged for manual re-upload or alternative storage. File content itself does not transfer as embedded data.

The Account-Contact junction in Salesflare is a first-class relationship. We preserve which Contacts belong to which Account and which Contact is flagged as primary. This junction migrates as a lookup resolution at Contact import time. The primary contact designation transfers to Freshsales Contact role configuration.