Migrate from SalesTown CRM to Freshsales

SalesTown Pipelines export with stage order and stage-specific win/loss flags. Freshsales uses named Pipelines with configurable Stages, each carrying a probability percentage. We create Freshsales Pipelines first during migration so that Deals can reference valid pipeline IDs at insert time. If SalesTown has multiple pipelines, each maps to a separate Freshsales Pipeline; if only one exists, we map it to the default Freshsales Pipeline.

SalesTown Stages carry names, probabilities, and ordering. We map stage-to-stage by name rather than by position to handle pipelines with different stage counts between systems. Stage probabilities round to Freshsales-accepted integers. Any custom stage properties (stage-specific SLAs, automation triggers) are flagged in the handoff document for Freshsales admin rebuild.

SalesTown Users carry name, email, and team assignment. We map SalesTown Users to Freshsales Users by email address, which is the dedupe key in Freshsales. Owner assignment on Contacts, Deals, and Activities resolves to Freshsales OwnerId via this User lookup. Any SalesTown User without a matching Freshsales User goes to a reconciliation queue for admin provisioning before record import.

SalesTown Company records map to Freshsales Account. The Company name becomes Account Name; domain or website fields map to the Freshsales website property. Account is inserted before Contact import so that the Account Lookup relationship is satisfied at Contact insert time. Any unmapped Company custom fields are flagged for Freshsales custom field creation pre-import.

SalesTown Leads (the primary acquisition object in SalesTown) map directly to Freshsales Lead. Lead Status, source, and scoring values migrate to Freshsales Lead fields. If the customer plans to use Freshsales Lead conversion to create Contacts and Accounts from Leads, we configure the conversion field mapping in Freshsales Admin settings before migration so that converted Leads carry over the relevant custom field data.

SalesTown Contact records map to Freshsales Contact with name, phone, email, address, and owner preserved. Custom properties on SalesTown Contacts migrate to Freshsales custom Contact fields, which we create during the schema phase. If a SalesTown Contact lacks a phone or email, we flag the record for the customer to review rather than silently importing incomplete data that blocks Freshsales telephony features.

SalesTown Deals (amount, stage, owner, expected close date, and pipeline association) map to Freshsales Deal. We resolve the Freshsales Pipeline and Stage by matching SalesTown pipeline and stage names. Deal amount, probability override, and expected close date migrate directly. Closed-won and closed-lost reasons from SalesTown map to Freshsales Deal Loss Reason and custom fields where applicable.

SalesTown Activities (WhatsApp threads, emails, calls) link to Contacts or Leads. WhatsApp activities carry thread-level metadata including message status and timestamp sequences. Flat CSV exports split these into individual rows, losing parent-child thread associations. We reconstruct thread relationships during the transform phase using timestamp ordering and sender IDs, rehydrating conversation continuity in Freshsales as Activity records with proper Contact or Lead association. Call disposition and duration values map to Freshsales custom Task fields.

SalesTown Custom Templates for email and communications have no documented schema and export as available template metadata only. We export template names and any accessible field placeholders. Full template body mapping is flagged as a post-migration cleanup task; Freshsales Email Templates are rebuilt by the admin using Freshsales template editor with reference to the SalesTown exports.

SalesTown CRM reporting and dashboard definitions are stored server-side with no documented export mechanism. We migrate the underlying data (Contacts, Deals, Activities) so that reports can be rebuilt in Freshsales. We deliver a written inventory of SalesTown report names and the field names used in each report for the customer's Freshsales admin to recreate as Freshsales Reports and Dashboards.