Migrate from Simply CRM to Freshsales

Simply CRM contacts are assessed by deal-stage context: contacts with associated deals in a closed-won or active stage map to Freshsales Contact; contacts with no associated deal or in an early stage map to Freshsales Lead. Email is the unique identifier for de-duplication during import. The routing decision is configurable before migration runs.

Simply CRM companies map directly to Freshsales accounts using the company name as the primary match key. Address, industry, employee count, and annual revenue fields translate field-by-field. Parent-company hierarchies in Simply CRM map to Freshsales' parent_account_id lookup; circular references are flagged before import.

Simply CRM deals map to Freshsales opportunities. The deal name becomes the opportunity name, deal amount maps to the amount field, and close date maps to close_date. Pipeline and stage assignment is resolved by matching Simply CRM pipeline names to Freshsales pipeline names; stages map value-by-value per pipeline.

Simply CRM pipelines are read from the source account and created as Freshsales pipelines with matching names. Each pipeline's stage set is recreated in Freshsales with the same stage order and probability values. Multi-pipeline setups in Simply CRM translate to multiple Freshsales pipelines without additional transformation.

Stage names in each Simply CRM pipeline are mapped to the corresponding Freshsales stage in the same pipeline by position and name. Where stage names differ between platforms, a value-mapping table is generated and reviewed before import. Probability and forecast category are applied per Freshsales stage configuration.

Simply CRM tasks migrate as Freshsales tasks with the original subject, description, due date, priority, and status preserved. The task owner is resolved by email match against Freshsales users; unmatched owners are assigned to a fallback owner and flagged in the migration report.

Calendar events from Simply CRM migrate as Freshsales events with original start time, end time, location, and attendee data preserved. Recurring events are flattened to individual event records; the recurrence pattern is stored as a custom text field for admin reference.

Simply CRM notes migrate as Freshsales notes attached to the target Contact, Lead, Account, or Opportunity record. Note body content and original creation timestamp are preserved. HTML-formatted notes are converted to plain text to match Freshsales' note format for consistent display across all record types.

Simply CRM users are matched to Freshsales users by email address. Users without a matching Freshsales account are flagged before migration; records can be assigned to a placeholder owner or held for admin to create Freshsales accounts first. Owner history is preserved as a custom field on migrated records.

Simply CRM custom contact fields that have no direct Freshsales equivalent are created as custom fields in Freshsales before data import. Field data type is matched: text to string, number to number, date to date. Pick-list custom fields use Freshsales' pick-list type with the same value options.

Simply CRM custom deal fields are created as custom opportunity fields in Freshsales. Multi-select pick-list fields are migrated as multi-select pick-lists where available or as comma-separated text strings if the Freshsales plan does not support multi-select. Field labels and help text are preserved during the custom field creation process.

File attachments from Simply CRM records are downloaded and re-uploaded to Freshsales as file attachments on the corresponding record. All supported file types are transferred. Freshsales imposes file size limits per account; storage capacity planning is recommended before migration for accounts with large attachment volumes.

Simply CRM workflow rules do not migrate automatically. We export the rule definitions (trigger conditions, actions, email templates) as a JSON reference file that your Freshsales admin can use to rebuild equivalent rules in Freshsales' workflow builder or sequence editor.