Migrate from Spin CRM to Freshsales

Spin CRM Leads export as a CSV snapshot from the settings menu in the Lead window. These map directly to Freshsales Leads with all standard fields (name, email, phone, status, owner) transferred. Spin CRM custom lead fields must be explicitly added to the CSV export view before extraction; we review column headers against the customer's reported custom field list and request a re-export if columns are missing. Freshsales Lead-to-Contact conversion mapping is configured post-migration by the customer if leads are to be converted.

Spin CRM Contacts export via CSV with name, email, phone, company association, and custom fields. We import Contacts after Accounts (see below) so that the AccountId lookup can be resolved by matching the Spin CRM company name against the Freshsales Account name. Any Contact without a matching Account is held in a reconciliation queue. Freshsales requires custom contact fields to be created under Admin Settings before import; we coordinate this pre-import.

Spin CRM Companies export first to establish the relationship anchor. Standard fields (company name, address, industry, website) map directly to Freshsales Account fields. Company name is used as the dedupe key during import. We extract all unique company names from the Spin CRM Contact export to cross-reference and resolve any Contacts without an explicit company association in Spin CRM.

Spin CRM Deals link to Contacts and Companies with stage, value, owner, and expected close date. We import Deals after Accounts and Contacts so that AccountId and PrimaryContactId lookups are satisfied at migration time. The Spin CRM pipeline stage configuration (custom stage names and order) is captured during scoping and replicated in Freshsales under Admin Settings before Deal import. Deal values and currency format are preserved; any currency field is mapped to Freshsales Deal Amount.

Spin CRM supports fully customizable pipeline stages. We capture the complete stage sequence during discovery (stage name, order, and probability if configured) and create the corresponding stage values in Freshsales under Admin Settings before any Deal records are imported. This ensures Deal stage values in the CSV match a whitelisted Freshsales stage.

Spin CRM supports task management, reminders, and calendar functionality. Activity records may be present in the CSV export depending on what the settings menu exposes. We attempt to extract task and meeting records, map task status and priority to Freshsales Task fields, and import via Freshsales API with rate-limit pacing. Activity history import is scoped separately because the export mechanism is not fully documented in Spin CRM's public materials.

Spin CRM supports custom fields on Leads, Contacts, and Deals but they are not guaranteed to appear in the CSV export unless the user explicitly adds them to the export view. We review the exported column headers against the customer's reported custom field list, flag any missing columns, and request a re-export before proceeding. In Freshsales, we pre-create all confirmed custom fields under Admin Settings with appropriate field types (text, number, date, picklist, checkbox) before the main import phase.

Spin CRM owner assignments on Leads, Contacts, Deals, and Activities are resolved by matching the owner name or email against Freshsales User records. We build a lookup table during scoping. Any Spin CRM owner without a matching Freshsales User is flagged for the customer to provision before the relevant object import begins. OwnerId must be resolved before Deal import because Deals require an assigned OwnerId.