Migrate from Spotler CRM to Freshsales

Spotler Contact records map directly to Freshsales Contact by email as the unique identifier. Standard fields (first_name, last_name, email, phone, mobile, job_title, address fields) map to Freshsales Contact fields. Custom properties on Spotler Contacts migrate to Freshsales custom Contact fields, but only after the destination schema is pre-created with matching field types. Dropdown list values require explicit mapping because Spotler stores them as reference IDs in the export and as value labels in Freshsales.

Spotler Company records map to Freshsales Account. The company_name maps to account_name, industry maps to industry, number_of_employees maps to employees, and address fields map to the address compound field. Company-to-Contact linkage via company_id foreign key is preserved by resolving the company_id to the Freshsales Account ID at Contact import time. Spotler plan-tier company caps (1,000 Starter, 5,000 Professional) do not apply to the destination, but we verify the customer is not at the cap during scoping to avoid unexpected export truncation.

Spotler Opportunity records map to Freshsales Deal. Pipeline stage from Spotler migrates as the Deal status value in Freshsales, and deal_value maps to deal_value. The Spotler Owner (sales rep) resolves by email against Freshsales User records. If the owner is inactive or absent in Freshsales, we flag the record for the admin to provision the User before the Deal import phase. Closed-won and closed-lost reasons migrate to custom deal fields.

Spotler Tasks linked to Contacts or Companies migrate to Freshsales Task records with the parent Contact or Account lookup resolved at migration time. Activity date, subject, description, and completion status map directly. Spotler stores activity type (call, email, meeting, note, task) as a string field; we map this to the appropriate Freshsales task type and set task_subtype where applicable.

Spotler call activity records with duration and disposition notes migrate to Freshsales Task with type set to Call and Call Duration stored in a custom field. The related Contact or Company lookup resolves via email match against the migrated Contact and Account records. Call recordings stored as document attachments on Spotler migrate as Freshsales Document records linked to the task.

Spotler meeting activities with location, start time, and end time map to Freshsales Task with type set to Meeting. Attendee information is preserved as a custom multi-line text field since Freshsales does not have a native EventAttendee equivalent at the base tier. The related Contact or Account lookup resolves at migration time.

Spotler notes attached to Contacts or Companies migrate to Freshsales Note records linked via the appropriate parent object lookup. Rich text formatting in Spotler notes converts to plain text in Freshsales. Notes without a valid parent Contact or Account are held in a reconciliation queue for the admin to assign post-migration.

Spotler Quotations (Professional and Enterprise only) export as a header record with line items as a separate table. We merge these into Freshsales Quote format, preserving line item descriptions, quantities, and prices. Quote status migrates as a custom field. The parent Deal lookup resolves by matching the Spotler opportunity_id to the migrated Freshsales Deal.

Spotler Cases (Professional and Enterprise) map to Freshsales Ticket if the destination plan includes the Service module. Case priority and status map to Freshsales Ticket priority and status. Case owner resolves by email against Freshsales User records. Conversation threads on Cases migrate as Note records attached to the Ticket.

Spotler allows free-form custom field creation without enforced naming conventions, and dropdown list values are stored as reference IDs separate from field definitions. We export the Spotler field definition table alongside the data export, then pre-create all custom fields in Freshsales before importing record values. Each dropdown list value is mapped explicitly from Spotler reference ID to Freshsales label so that no silent data loss occurs during import. Dropdown values that have no Freshsales equivalent are flagged for the admin to define before final import.

Spotler tags applied to Contacts and Companies export as a comma-separated string per record. We parse these into individual Freshsales Tags and create Tag records linked to the migrated Contact and Account. Tags used for list segmentation export as list membership records and are recreated as Freshsales contact lists.