Migrate from Synergy Matters to Freshsales

Synergy Matters contacts who represent new prospects without a closed matter route to Freshsales Lead. Contacts with active or historical matters route to Freshsales Contact. The split is determined by whether the Synergy Matters contact has an associated matter record at migration time.

Synergy Matters matters do not have pipeline stages. FlitStack maps each matter to a Freshsales Opportunity with a default stage (typically 'New' or 'Qualification') and preserves matter metadata in custom fields. Matter number and matter description map to Opportunity name and description. Billing status from Synergy Matters is stored as a custom pick-list on the Opportunity.

Synergy Matters time entries (attorney hours, paralegal hours, costs) map to Freshsales Tasks with the time value stored as a custom numeric field. Original date, owner, and matter association are preserved as task metadata and linked to the parent Opportunity.

Documents attached to Synergy Matters contacts, clients, or matters are re-hosted to Freshsales file attachments. FlitStack downloads each file, validates type and size, then uploads it via the Freshsales file attachment API, preserving the original filename and upload timestamp. The file is linked to the appropriate Freshsales record—Contact, Lead, or Opportunity—so it appears in that object's activity feed.

Synergy Matters fee schedule items and billing products map to Freshsales Products with SKU, unit price, and description. Each product inherits pricing tiers or billing categories defined in Synergy Matters, and the product-to-matter linkage is preserved by creating Freshsales Opportunity Line Items that reference the imported Products. Line item quantity and price reflect the fee amounts recorded against the matter, so opportunity revenue in Freshsales matches the original billing data.

Synergy Matters attorneys, paralegals, and staff members are resolved by email match against Freshsales users. FlitStack compares each staff member's email address with Freshsales user records; a match transfers ownership of migrated records to that user. Unmatched staff are flagged before migration, and teams either create Freshsales user accounts first or assign records to a designated fallback owner, ensuring every contact, opportunity, and activity has a recognized owner in Freshsales.

Synergy Matters custom fields defined at the matter level migrate as custom fields on Freshsales Opportunity. Field type is inferred from the source type: text maps to text, date maps to date, pick-list maps to pick-list with value-by-value mapping where the source values are preserved.

Synergy Matters custom fields on clients and contacts are migrated as custom fields on Freshsales Lead and Contact. FlitStack translates each field's data type—text, number, date, or pick‑list—preserving pick‑list values and any default settings. Both Lead and Contact objects receive identical custom field definitions so that records routed to either path retain the same metadata, and any contact‑level values can be displayed uniformly in Freshsales views and reports.

Synergy Matters notes and annotations are imported as Freshsales Tasks with type 'Note'. The original note body, author email, and creation timestamp are preserved, and the author is matched to the corresponding Freshsales user. Each note is linked to its parent record—Contact, Lead, or Opportunity—using Freshsales' association API, so it appears in the activity timeline of the related entity. Attachments within notes are processed using the file migration workflow.

Synergy Matters disbursement records are legal-billing-specific and have no Freshsales equivalent. We preserve disbursement totals, categories, and billing status as custom fields on the Opportunity. Clients needing full billing reconstruction should use Freshworks' separate billing product or a third-party integration post-migration.