Migrate from Saleshiker to Freshsales

Saleshiker Lead records map directly to Freshsales Lead. All standard fields (name, email, phone, status, source, owner) transfer via CSV import. Any Saleshiker lead score or lifecycle properties map to Freshsales custom fields that we create before import. Saleshiker lead status values are reconciled against Freshsales Lead Status picklist during import.

Saleshiker Contact records map to Freshsales Contact. The full name, email address, phone number, lifecycle stage, and owner fields migrate directly. Lifecycle stage values are preserved in a custom field sh_original_lifecycle__c for audit. Saleshiker's contact-to-organization association resolves to the corresponding Freshsales Account via domain-based deduping or name matching at import time.

Saleshiker Organizations map to Freshsales Accounts. Organization name becomes the Account name, domain becomes the Website field, and industry and address fields map to their Freshsales equivalents. The contact-to-org linkage is preserved through a two-phase import: Accounts first, then Contacts with AccountId resolved against the created Account records.

Saleshiker Deals map to Freshsales Deals. Deal name, value, expected close date, owner, and pipeline stage migrate directly. Pipeline stages in Saleshiker are mapped to Freshsales Deal Stage values through a customer-confirmed mapping table during the scoping call. Closed-won and closed-lost outcomes are preserved with their original timestamps.

Saleshiker pipeline structures (named stages with ordering and probabilities) map to Freshsales Pipeline configuration. We create the target pipeline in Freshsales with stages ordered to match Saleshiker's layout, including probability percentages per stage. Stage labels are adjusted to match Freshsales conventions where naming differs from Saleshiker.

Saleshiker Quote records (header and line items) map to Freshsales Quote objects. We split quote headers into Freshsales Quote records and line items into Quote Items linked via the QuoteId. Product references are resolved against the migrated Product catalog. Quote status values map to Freshsales Quote status enum.

Saleshiker Products (name, SKU, price, description) map to Freshsales Product records. SKU values become the product code in Freshsales and serve as the dedupe key for product import. Standard pricing information migrates to Freshsales product pricing fields.

Saleshiker Tasks migrate to Freshsales Tasks with title, due date, status, priority, and assignment preserved. Task owner references resolve to Freshsales Users via email matching during owner reconciliation. Related-to linkage (Deal, Contact, Organization) migrates as a custom relationship field or note in Freshsales.

Saleshiker Events migrate to Freshsales Events with title, start time, end time, type, and assignee preserved. Recurrence patterns from Saleshiker are noted in the event record; Freshsales supports recurrence patterns which we replicate where the schema is compatible.

Saleshiker file attachments stored per record (Lead, Contact, Organization, Deal) are downloaded from Saleshiker's storage during export, then re-uploaded to Freshsales and linked to the corresponding record via the standard attachment object or file management system. File metadata (filename, size, upload date) is preserved. Any embedded image attachments in notes are handled as separate file uploads.