Migrate from Sugar Market to Freshsales

Sugar Market Account records map to Freshsales Account via AccountName as the dedupe key and domain as the Website field. Billing and shipping address fields map directly. We resolve the primary contact association and preserve any Account-level custom fields from Sugar Market as Freshsales custom fields on the Account object. The export handles Sugar Market's API sorting limitation by performing client-side sorting on AccountName during the transform phase.

Sugar Market Contact records map to Freshsales Contact with FirstName, LastName, Email (dedupe key), Phone, and address fields mapped directly. Email opt-out flags (OptOut in Sugar Market) map to Freshsales's unsubscribe status field. We preserve custom contact fields and the CRMType differentiator (Contact vs Lead) as a custom contact property since Freshsales handles both in a single Contact object with a lifecycle stage.

Sugar Market Opportunity records map to Freshsales Deal with stage, amount, close date, and Account association preserved. Opportunity amount maps to Freshsales Deal amount. We resolve AccountId from Sugar Market to a Freshsales Account lookup at migration time. Opportunity custom fields migrate as Freshsales custom Deal fields. The Opportunity sync relationship from Sugar Market to SugarCRM does not apply in Freshsales since Freshsales is the standalone system of record.

Sugar Market Campaign metadata (name, status, start/end dates, budget) maps to a Freshsales Deal record with a campaign-type tag. Campaign contacts migrate as Freshsales Contacts with a tag referencing the parent campaign. Campaign performance metrics (opens, clicks) export as activity notes on the corresponding Contact records since Freshsales does not have a native campaign analytics object equivalent to Sugar Market's campaign dashboard.

Sugar Market Nurture flow enrollment states (enrolled, step reached, completed) migrate as Freshsales contact notes with a nurture reference and timestamp. Nurture step history exports as a text block on the Contact. The complex branching logic and delay configurations are documented in the automation inventory we deliver to your admin; they cannot be migrated as automation logic because Freshsales uses a different automation model. Lead scoring data from Sugar Market maps to Freshsales custom contact fields.

Sugar Market Form field definitions export as a mapping manifest documenting field names, types, and routing logic. The form body HTML does not migrate; we deliver a Freshsales web form setup guide mapping each Sugar Market field to the equivalent Freshsales web form field. Progressive profiling settings are documented for manual reconfiguration in Freshsales.

Sugar Market Landing Page metadata (name, URL slug, form associations) exports as Freshsales web form setup documentation. The HTML page body does not migrate; we deliver a landing page mapping manifest so your admin can recreate pages in Freshsales or an external CMS. Form-to-Landing Page associations export as relationship notes.

Sugar Market User records (name, email, role) map to Freshsales User. We resolve by email match. Any Sugar Market user without a matching Freshsales User is held in a reconciliation queue for your admin to provision before record import resumes. Active/inactive status migrates as-is.

Sugar Market Task records (subject, due date, status, assigned user) map to Freshsales Task with the same field names. We resolve the assigned user via the User mapping. Tasks linked to Campaigns in Sugar Market are relinked to the corresponding Freshsales Deal with a campaign tag.

Sugar Market Event records (webinar, virtual,线下) map to Freshsales Appointment with event name, date, time, and location preserved. Registration lists migrate as Freshsales Contacts with an event-tagged association. Session metadata exports as appointment notes.

Sugar Market Web Activity records (anonymous and known visitor behavior) export as Freshsales contact activity timeline entries with activity type, timestamp, and page URL. The activity type maps to a Freshsales activity note. Known visitor records link to the corresponding Freshsales Contact by email match.

Sugar Market Distribution List membership per contact exports as a mapping manifest. We recreate list membership in Freshsales as contact lists using the exported membership data. The segment logic (criteria-based filtering) is documented for manual rebuild in Freshsales's segment builder.