Migrate from Soffront to Freshsales

Soffront Contact records map directly to Freshsales Contact. Standard fields (name, email, phone, address, lifecycle stage) map to Freshsales Contact fields with type alignment. Because Soffront custom field names vary between instances, we perform a field inventory during discovery and map each Soffront custom field to a Freshsales Contact custom field or standard field equivalent. Group assignments on Soffront Contacts migrate as Freshsales Contact custom fields or tags depending on the destination configuration.

Soffront Account records (representing companies or organizations) map to Freshsales Organization. The Account-Contact relationship in Soffront maps to Freshsales' Contact-to-Organization association. All standard fields including industry, size, and custom properties map to Freshsales Organization fields with field-level mapping documented in the discovery phase mapping document.

Soffront Deals tracking opportunities through pipelines map to Freshsales Deal. Pipeline stage names in Soffront vary between instances due to customization-first design, so we perform a stage value-mapping exercise during discovery to align Soffront stages with Freshsales pipeline stages before import. Deal amounts, owners, and close dates migrate directly.

Each Soffront pipeline's stage values require explicit mapping to Freshsales pipeline stages. We configure the Freshsales pipeline with stages that match the Soffront stage semantics (or closest available Freshsales stage if a semantic match is not available) before Deal import begins. Stage probability mapping is applied at the pipeline configuration level in Freshsales.

Soffront Activities (calls, emails, meetings, tasks) linked to Contacts or Deals map to Freshsales Task and Event records. Activity type labels from Soffront map to Freshsales Task subtypes (call, email) or Event types. Activity timestamps are preserved on the Freshsales record to maintain the timeline order that sales reps rely on. Custom activity fields in Soffront map to Freshsales Task or Event custom fields.

Soffront Knowledge Base articles are organized by category and linked to ticket types for agent lookup. We export articles with their category assignments, then recreate the category structure in Freshsales Articles before importing articles. Freshsales Articles support category assignment and permissions, which we configure to approximate the Soffront KB linking behavior. Article content migrates as Freshsales Article body with formatting preserved where possible.

Soffront Tickets tracking support cases through assignment, escalation, and resolution can map to Freshsales Deal (if the customer uses a ticket-style pipeline for post-sale issues) or to a Freshsales Custom Module at Enterprise tier (if the customer needs a separate support record type). We determine the target during scoping based on whether the customer wants support and sales pipelines unified or separated. Ticket status, priority, assignee, and conversation history migrate with the chosen mapping.

Soffront Custom Objects require inspection at the start of migration to capture the schema. At Freshsales Enterprise tier ($59/user/mo), Custom Modules are available and we map Soffront Custom Objects to Freshsales Custom Modules with all custom fields, lookup relationships, and validation logic reconstructed. At Growth or Pro tiers, we map Custom Object data into Freshsales Deal custom fields or as a tagged extension on the primary object, which the customer accepts as a tier limitation.

Soffront Projects with status, milestones, managers, resources, and due dates have no direct Freshsales equivalent. Freshsales does not include native project management. We export project metadata and task breakdowns as a structured CSV inventory delivered to the customer's admin for import into a project management tool (Asana, Monday.com, Jira) as a separate post-migration step. Project-record links to Contacts and Deals migrate as notes on the related Freshsales record.

Soffront attachments linked to Contacts, Deals, Tickets, and Projects are exported and re-uploaded to Freshsales as file attachments on the corresponding record. File size limits in Freshsales (25 MB per file) are checked during extraction; files exceeding the limit are flagged and the customer decides whether to compress, link externally, or skip. Storage location and access permissions are reconstructed in Freshsales.