Migrate from SuperOffice CRM to Freshsales

SuperOffice Company records map directly to Freshsales Account. The Company business registration number and industry fields map to Freshsales Account custom fields if configured. Account is created before any Contact import so that the AccountId relationship on Contact is satisfied at the moment of insert. We use Company name as the dedupe key during import and resolve any duplicate names by appending a numeric suffix.

SuperOffice Contact maps 1:1 to Freshsales Contact. The contact's primary Company link resolves to the AccountId on the Freshsales Contact record. Email, phone, address, and custom properties migrate directly. We map SuperOffice's person type (customer, prospect, supplier) to Freshsales Lifecycle Stage if the destination includes Salesiq or we store it in a custom field for segmentation.

SuperOffice Sale maps to Freshsales Deal. The SuperOffice sale stage maps to Freshsales Deal Stage, and the SaleType list table pipeline assignment maps to a Freshsales Deal Pipeline that we configure before migration. Closed-Lost reason and Closed-Won reason from SuperOffice custom properties become Freshsales Loss Reason and Won Reason fields. Sale amount, expected close date, and probability migrate directly.

SuperOffice Projects with type and status links migrate to a Freshsales custom object (Project__c) with type and status as picklist fields if the customer uses Projects to track deliverables beyond the sales cycle. Projects linked to active Sales can alternatively be mapped to Deals with a custom Project lookup field. Project-type-status links from SuperOffice's ProjType and ProjStatus list tables migrate as custom picklist values in Freshsales.

SuperOffice Quote root maps to Freshsales Quote linked to the Deal. Line items migrate as Freshsales Quote Items. Discount and earning fields tracked at the SuperOffice QuoteAlternative level migrate to the Quote level if only one alternative exists. If multiple QuoteAlternatives exist, we map the primary QuoteAlternative as the Freshsales Quote and store secondary alternatives as a JSON blob in a custom Quote field (secondary_alternatives__c) with a written reference table for your admin to recreate manually.

SuperOffice Activities linked to Contact or Company migrate to Freshsales Call Logs (for phone activities), Tasks (for follow-up items), and Meetings (for calendar events). Duration, completion status, and timestamps preserve. Activity associations to other SuperOffice objects (Sales, Projects) migrate as custom field lookups or tags on the Freshsales record. We validate a sample of linked activities post-import to confirm relationships rendered correctly.

SuperOffice email activities linked to Contact or Company migrate to Freshsales Email records attached to the Contact or Deal. Email body content, sender, recipient, and timestamp preserve. We set the email direction (inbound/outbound) from SuperOffice's sender type field.

SuperOffice custom fields on Contact, Company, Sale, and Project migrate to Freshsales custom fields of equivalent type. Dropdown lists and picklists from SuperOffice migrate as Freshsales picklist values; the customer recreates the picklist definitions in Freshsales Settings before migration. Multi-select custom fields migrate to Freshsales multi-select picklist fields.

SuperOffice Users (Associates) map to Freshsales Users resolved by email match. We run a duplicate-email scan against the SuperOffice associate table before migration; any conflicts must be remediated or the migration blocks at this step. Users without a valid email address cannot migrate. Owner assignments on Contact, Company, and Deal resolve via this user mapping. Role structures (module versus field-level access) do not migrate; we document the original role names for the customer to rebuild in Freshsales.

SuperOffice Selections (named dynamic lists of Contacts, Companies, or Sales) have no direct Freshsales equivalent. We export the Selection name, the record IDs within each Selection, and the Selection type (Contact, Company, or Sale) as a configuration export. In Freshsales, we apply a tag matching the Selection name to each record in the list. Your admin recreates the dynamic behavior as Freshsales Views or Filters with the corresponding criteria. This is a manual rebuild step documented in the handoff.

SuperOffice Tags applied across Contact, Company, Sale, and Project migrate to Freshsales Tags. Tags used for content classification migrate to Freshsales topic-style tags. The SuperOffice tag name preserves exactly as the Freshsales tag name.