Migrate from SoulCRM to Freshsales

Discovery and CSV extraction

We kick off with a scoping call to identify all SoulCRM modules in use, approximate record counts per module, active custom fields, pipeline configuration, owner assignments, and any India-specific data patterns (GST fields, regional segments). We then request CSV exports from the customer for each module: Leads, Contacts, Companies, Deals, Activities, and any Marketing Campaigns. We validate field headers against SoulCRM's standard module schema and flag any non-standard or missing columns for correction before transformation begins.

Data quality audit and cleansing

We run data quality reports on the exported CSVs to identify duplicate records (same email appearing multiple times), incomplete records (missing required fields like email or phone), inconsistent formatting (phone number formats, address formats), and orphaned records (Contacts or Deals with no linked Company). We deliver a cleansing checklist to the customer and run a cleansing pass before transformation. This step is the most critical predictor of a smooth Freshsales import; skipping it results in duplicate records, import errors, and post-migration data remediation that costs more time than it saves.

Schema design and Freshsales custom field creation

We design the Freshsales destination schema based on the SoulCRM module structure. This includes pre-creating any India-specific custom fields (GST identifiers, regional categories) in Freshsales before data import, matching SoulCRM field types to Freshsales field types (text, number, date, picklist, checkbox, multi-select). We also configure the Freshsales pipeline stages to match SoulCRM's deal stages as closely as practical, noting that the free and Growth tiers allow one pipeline. The customer provisions the Freshsales account at the appropriate tier during this phase.

Test import and reconciliation

We run a test migration with a sample dataset into a Freshsales trial account (or the customer's designated Freshsales environment) to validate field mapping, relationship resolution, and import order. The customer reconciles record counts (Accounts imported, Contacts imported, Deals imported, Activities imported) and spot-checks 15-25 records against the SoulCRM source. Any mapping corrections, field type mismatches, or relationship resolution failures are fixed before the production migration begins. This step prevents errors from propagating into the live Freshsales account.

Production migration in dependency order

We run the production migration in record-dependency order: Accounts (from SoulCRM Companies) first, then Contacts (with Account resolution), then Leads, then Deals (with Account and Owner resolution), then Activities (calls, emails, tasks with timestamps preserved), then Attachments. Each phase emits a row-count reconciliation report before the next phase begins. Owner mapping resolves SoulCRM's contact_owner and deal_owner to Freshsales Owner by email match; any unmatched owners go to a reconciliation queue for the customer admin to provision.

Cutover and Workflow inventory handoff

We freeze SoulCRM writes during cutover, run a final delta migration of any records created or modified during the migration window, and enable Freshsales as the system of record. We deliver the written Workflow and Marketing Automation inventory document listing every SoulCRM workflow and campaign configuration with its trigger, conditions, and a recommended Freshsales workflow equivalent for the admin to rebuild. We support a three-day hypercare window for reconciliation issues raised during the first week of Freshsales production use.