Migrate from Sharp CRM to Freshsales

Sharp CRM Company records map to Freshsales Account. Company name, domain, phone, address, and industry fields migrate directly. Account is created before Contact import so the Account-to-Contact relationship resolves at insert time. We use Company domain as a dedupe key during import and flag any duplicate Accounts for customer resolution before the Contact phase begins.

Sharp CRM Contact records map to Freshsales Contact with standard fields (name, email, phone, address) migrating directly. Each Contact's associated Company ID is resolved to the Freshsales Account ID using a lookup table built during the Account migration phase. Owner assignment requires matching Sharp CRM owner email to a Freshsales User record; unresolved owners are flagged for admin provisioning before Contact import begins.

Sharp CRM Deal records map to Freshsales Deal with deal name, value, close date, and owner preserved. Pipeline stage names vary by Sharp CRM customer configuration and must be mapped explicitly to Freshsales stage names during scoping. We ask the customer to provide their current stage names and order before migration and build a stage-mapping table so Deal records land in the correct Freshsales pipeline stage. If the customer has multiple pipelines in Sharp CRM, we map each to a separate Freshsales Deal pipeline.

Sharp CRM pipeline stage definitions are customer-specific and do not export in standard format. We document each stage name and probability from the customer's scoped configuration and create corresponding Freshsales pipeline stages (with probability percentages) before Deal import. Stages are ordered to match the customer's current flow from early-stage through Closed Won and Closed Lost.

Sharp CRM Tasks migrate to Freshsales Tasks with title, due date, status, priority, and description preserved. Owner assignment is resolved via the User lookup by email. Tasks linked to a Contact or Company in Sharp CRM are re-linked to the corresponding Freshsales Contact or Account ID using the record mapping built during earlier phases.

Sharp CRM Activities (call logs, email records, notes) migrate to Freshsales Task records with the activity type preserved as a Task subtype field. We set ActivityDate to the original Sharp CRM timestamp so the timeline order is maintained. Email body content migrates as plain text to the Task description field; call duration and disposition are stored in custom fields if present in the source export.

Sharp CRM is marketed toward diverse verticals and agencies with specific data needs, making custom fields likely in most customer accounts. We enumerate all custom fields during scoping, classify each by data type (text, number, date, picklist, checkbox), and map them individually to Freshsales custom fields created before import. Any custom fields without a clear Freshsales equivalent are flagged for the customer to resolve. Freshsales requires custom fields to be created in the UI or via API before data import; we do this as a pre-import configuration step.

Sharp CRM tags or labels on Contacts and Deals are exported as tag arrays. Freshsales uses a Tag field on Contacts and Accounts. We map each Sharp CRM tag value to a corresponding Freshsales tag; if the tag does not exist in Freshsales, we create it during the pre-import phase. Tags used for segmentation or lead categorization are preserved individually rather than collapsed into a single field.