Migrate from Spark CRM to Freshsales

Direct map. Spark CRM Contact maps to Freshsales Contact. Freshsales Contact requires a valid email address — Spark CRM contacts without email are migrated as Leads first. The linked_accounts field resolves to the Freshsales AccountId lookup; if no matching Account exists, we create one from the company name before inserting the Contact.

Direct map. Spark CRM Company becomes Freshsales Account — name, website, industry, annual revenue, and employee count transfer as-is. Industry pick-list values that have no Freshsales equivalent receive the default pick-list value; the mismatch is flagged in the sample migration report.

Direct map. Spark CRM Deal fields (name, amount, stage, close_date, owner, priority) map to Freshsales Deal fields with the same names. The pipeline stage in Spark CRM maps to Freshsales deal_stage_id — value-by-value mapping is applied per pipeline since Freshsales stage names are scoped to each pipeline.

Merged. Spark CRM allows N:1 contact-to-company associations (a contact can link to multiple companies). Freshsales supports a single primary AccountId per contact. We migrate the most-recently-modified linked company as the primary AccountId; all other linked companies are stored as a contact note so no association data is lost.

Direct map. Spark CRM email activities become Freshsales Tasks with Type='Email'. Subject, body, timestamp, and owner_id transfer directly. The original sent/received datetime is preserved as a custom datetime field on the Task for reporting continuity. We also ensure that any email attachments are linked to the Task via the Freshsales file attachment API, and that the task status is set to 'Completed' to reflect the sent nature of the activity.

Direct map. Spark CRM call logs migrate as Freshsales Tasks with Type='Call'. Duration, disposition, and outcome notes are stored as custom fields on the Task. Owner and original timestamp transfer directly. We also map the call direction (inbound/outbound) to a custom pick-list field, and attach any call recordings if available via the Freshsales file attachment API.

Direct map. Spark CRM meeting records become Freshsales Events. Start time, end time, location, title, and attendee list transfer as-is. Original organizer and timestamp are preserved for reporting. We also map the meeting status (scheduled/completed/cancelled) to a custom pick-list field, and link any meeting notes or attachments using the Freshsales file attachment API.

Direct map for straightforward custom objects. Spark CRM custom objects with one-to-many relationships to contacts or deals map 1:1 to Freshsales Custom Objects. N:N custom object relationships in Spark CRM require a Freshsales junction object — we surface this in the migration plan and create the junction schema during the Freshsales configuration phase.

Direct map. Tags from Spark CRM transfer as Freshsales Tags attached to the corresponding record (Contact, Account, or Deal). Tags are a native Freshsales field — no transformation or custom field creation required. During migration, we deduplicate tags case-insensitively to avoid creating duplicate tag entries in Freshsales, and we log the original Spark CRM tag names for audit purposes.

Transformed. Spark CRM owner_id maps to Freshsales user_id by email address matching. Unmatched owners are flagged before migration; records are assigned to a fallback Freshsales user or held for manual assignment. Freshsales users must exist in the account before their records can be assigned.