Migrate from Simple Sales Tracking to Freshsales

Simple Sales Tracking Leads map directly to Freshsales Lead records. We preserve lead source, status, and any custom Lead-level properties from Simple Sales Tracking as Freshsales custom fields on Lead. If the customer uses a custom field on Leads for lead scoring in Simple Sales Tracking, we map it to a numeric custom field on Freshsales Lead and recommend the customer configure Freddy AI scoring rules in Freshsales as the replacement scoring engine.

Simple Sales Tracking Opportunities map to Freshsales Deals. The Opportunity amount field maps to Deal Amount, stage name maps to the corresponding Freshsales Deal Stage, and expected close date maps to Close Date. We capture the original Simple Sales Tracking pipeline stage probability assumptions and apply them to the Freshsales Deal Stage probability settings during configuration. Owner assignment migrates by email resolution against the Freshsales User table.

Simple Sales Tracking Accounts map to Freshsales Accounts. Account name, industry, website, phone, and address fields map to the equivalent Freshsales Account fields. We create the Account in Freshsales before importing any related Contacts or Deals to satisfy Freshsales's lookup requirements. If the Simple Sales Tracking Account has no associated Contacts, we create it as a standalone Account record.

Simple Sales Tracking Contacts map to Freshsales Contacts with the AccountId lookup resolved to the corresponding Freshsales Account. We preserve name, email, phone, title, and address fields. If the customer uses a Contact-to-Account link in Simple Sales Tracking that has no match in Freshsales, we create the Account record first or hold the Contact in a reconciliation queue for the customer admin to resolve before import resumes.

Simple Sales Tracking Appointments map to Freshsales Meetings. We preserve start time, end time, duration, title, and the linked Contact reference by resolving the Contact to its Freshsales equivalent via email match. Owner assignment migrates by email match to the Freshsales User. If the original Appointment has no linked Contact, we create the Meeting against the linked Account or Deal in Freshsales.

Simple Sales Tracking Tasks map to Freshsales Tasks with Status, Priority, Due Date, and Subject preserved. Open tasks and completed tasks both migrate. Simple Sales Tracking does not expose a full activity log of status changes, so the task history in Freshsales reflects the current status rather than a timeline of transitions. Owner assignment migrates by email resolution to the Freshsales User table.

Simple Sales Tracking Notes attached to Contacts, Opportunities, or Accounts map to Freshsales Notes linked via ContentDocumentLink to the parent record. We preserve note body text and creation timestamp. Formatting and embedded file links from Simple Sales Tracking Notes may not survive the migration intact; we flag any Notes containing file references for manual review before cutover.

Simple Sales Tracking allows custom fields on Sales Records without exposing a schema API. We extract custom field definitions by requesting screen captures of the customer's field configuration page during discovery and cross-referencing them against a sample API response. We pre-create matching custom fields in Freshsales (with equivalent field types: text, number, date, picklist, checkbox) before migration day. Custom field data migrates as key-value pairs mapped to the pre-created Freshsales custom fields.

Simple Sales Tracking pipeline stage names and ordering migrate to Freshsales Deal Stages. We capture the full stage sequence, including any custom stage names the customer defined, and create corresponding Freshsales Deal Stages with matching probability percentages. If Simple Sales Tracking has stages with no clear Freshsales equivalent, we map to the nearest stage and flag the gap in the mapping documentation for the customer admin to confirm.

Simple Sales Tracking Lead Sources are a configurable taxonomy of referral labels. We migrate the source labels as text values and map them to Freshsales Lead Source picklist values. If the Freshsales Lead Source picklist does not include a source label from Simple Sales Tracking, we add it to the picklist before migration.

Simple Sales Tracking provides 1 GB total file storage across all users. We export each file attached to Contacts, Opportunities, and Notes as an individual download and re-attach them in Freshsales using the Freshsales API. Files are linked to the correct parent record by resolving the record ID in the destination. We recommend the customer confirm their Freshsales plan's storage allocation before migration to avoid a storage overflow condition on the destination side.

Simple Sales Tracking multi-level user permissions migrate as a written role mapping rather than a direct permission set transfer. We export user email addresses and role names from Simple Sales Tracking and map them to Freshsales User roles (Admin, Standard) and profile assignments during migration. Role naming conventions differ between platforms, so we document the mapping and the customer admin applies the final role assignment in Freshsales after migration.