Migrate from Tall Emu CRM to Freshsales

Tall Emu Companies map directly to Freshsales Accounts. Standard fields (name, address, phone, website, email) transfer cleanly. We extract the full company grid view first and use Company Name as the dedupe key during Freshsales import. Account must exist before Contact import so that the parent-company lookup is satisfied at insert time.

Tall Emu Contacts map to Freshsales Contacts with name, email, phone, role, and address fields preserved. We resolve each Contact's parent Company by matching on Company Name to the Account record inserted in the prior phase. Email serves as the unique identifier for duplicate detection. Role and department fields map to Freshsales custom text fields if the standard job title field does not capture the specificity.

Tall Emu Products map to Freshsales Products. SKU, product name, description, and pricing tiers transfer. Stock-on-hand, reorder points, serial number tracking, BOM structures, and landed cost data have no equivalent in Freshsales Products and are flagged for pre-migration data extraction to a separate spreadsheet for admin reference. Freshsales does not have a native inventory management module.

Tall Emu Pipelines with their custom Kanban stages map to Freshsales Deals. We extract each named pipeline and its stage list, then configure Freshsales Deal stages to match the source pipeline stage names and probabilities. Stage order and probability percentages transfer. Deals are imported after Accounts and Contacts so that parent lookups are resolved at insert time.

Tall Emu Quotes map to Freshsales Quotes with line items, pricing, terms, and acceptance status. Quote status values (Draft, Sent, Accepted, Declined) require mapping to Freshsales Quote status equivalents. PDF attachments and template styling do not migrate; we export filenames and note that quote PDFs require re-generation in Freshsales from the imported quote record.

Tall Emu Sales Orders (generated from accepted Quotes) map to Freshsales Deals where the order represents a won deal. Line items, quantities, and pricing transfer as Deal line items. Order-to-invoice tracking does not have a direct Freshsales equivalent; we document the order number and fulfilment status in a custom field and flag that order-to-fulfilment tracking requires a Freshsales Deals app or manual process post-migration.

Tall Emu Subscriptions with Plan, Status, Order Quantity, Billable Quantity, Price, Period, and Renewal Due Date map to Freshsales Subscriptions. Status value mapping is required: Tall Emu's Active, Expired, Paused, and Cancelled map to Freshsales equivalents, with any unmapped status values stored in a custom field for admin review. Renewal Due Date transfers as Subscription End Date.

Tall Emu Activities (calls, emails, meetings, tasks) map to Freshsales Tasks with assignees, due dates, completion status, and timestamps preserved. We export the full activity log and import as history records in Freshsales; assignee resolution matches on email against the imported Users table. Activity type (call, email, meeting, note) maps to Freshsales Task type field.

Tall Emu custom fields on supported modules migrate to Freshsales custom fields of equivalent type (text, number, date, picklist). We audit custom field availability per Tall Emu module during discovery; if a destination module lacks an equivalent, we flag it for pre-migration field creation in Freshsales or map to a text property with a note requiring manual review.

Tall Emu Users with roles and team assignments map to Freshsales Users. We extract user records and map by email match to the destination. Team structures in Tall Emu map to Freshsales Groups or Teams depending on the Freshsales tier. Any Tall Emu user without an email match goes to a reconciliation queue for the admin to provision before record migration resumes.