Migrate from Smart CRM Online to Freshsales

Smart CRM Online Company records map directly to Freshsales Account. The company name becomes the Account Name field, and any company identifier from the Smart CRM Online export becomes a reference key we use for Contact association. We import Accounts before Contacts to satisfy the Account-to-Contact lookup dependency in Freshsales.

Smart CRM Online Contact records map to Freshsales Contact. Email address is the dedupe key. We resolve the Company association from the Smart CRM Online export's Company ID reference to the destination Account record and populate the Contact's Account lookup. Any Smart CRM Online Contact without an email address receives a generated placeholder and is flagged for manual review.

Smart CRM Online does not separate Leads from Contacts. We treat all Smart CRM Online Contact records as Contacts by default in Freshsales. If the customer specifically uses Smart CRM Online to track unqualified prospects separately, we can create Freshsales Lead records from a subset of records flagged with a source tag, then configure Lead conversion field mapping before migration.

Smart CRM Online Deal records map to Freshsales Deal. The deal name, value, stage, owner, and expected close date migrate directly. We reconstruct the Account association by resolving the Company ID from the Smart CRM Online export against the destination Account records created during the import phase.

Smart CRM Online pipeline stages are custom named and exported with each Deal. We map the full stage order from Smart CRM Online to Freshsales Deal Stages in Admin, preserving stage sequence and any custom stage labels. If the customer has multiple Smart CRM Online pipelines, we configure multiple Freshsales Deal stages under a single pipeline and add a custom field to differentiate the original pipeline source.

Smart CRM Online activity logs (calls, emails, meetings, tasks) associate with Contact or Deal records. We reconstruct the parent linkage during migration by matching the contact reference in the activity export against the migrated Contact record ID. Freshsales creates Tasks for calls and tasks, Events for meetings, and Email records for email engagements, all linked to the parent Contact and Deal. Activity timestamps are preserved to maintain engagement chronology.

Smart CRM Online custom fields have no published schema, so we identify them during discovery by auditing the CSV export column list against the standard Smart CRM Online object schema. Any column without a standard field match is treated as custom. We create matching custom fields in Freshsales Admin with appropriate field types (text, number, date, picklist, checkbox) and map them explicitly during the import phase. Fields that cannot be typed from the export values are flagged for the customer to confirm.

Smart CRM Online tags attach as a flat property on the Contact record (typically a comma-separated or multi-value field in the export). We create Freshsales Contact Tags from the source values and associate them at import time. Tags used for segmentation migrate as tag records; tags used for content classification are preserved as a multi-select picklist custom field.