Migrate from Termene to Freshsales

Termene company records map to Freshsales Account objects. Business name, address, industry, and employee count translate directly to native Account fields. CUI/ONRC identifiers, financial health scores, and debtor flags are non-native in Freshsales and must be migrated as custom fields to preserve the Romanian registry data integrity during the transition.

Contact persons exported from Termene map to Freshsales Contact records linked to the corresponding Account via AccountId lookup. If no contact data exists in Termene, no Contact records are created — Freshsales requires manual contact creation for those accounts post-migration.

Romanian company tax identification numbers (CUI from Ministerul Finantelor, ONRC registry code) have no native Freshsales equivalent. We create a custom text field capped at 20 characters to store the full identifier with validation for numeric format and pipe-delimited storage when both codes are present.

Termene reports revenue in Romanian Lei (RON). We convert to EUR or USD at the exchange rate captured at time of export and store in Freshsales AnnualRevenue (currency field). A custom field preserves the original RON value for audit trail and reconciliation reporting.

Numeric employee count maps directly to the Freshsales NumberOfEmployees field. Termene may bucket ranges (e.g., '51-200') — if so, we use the midpoint value per range to populate the integer field, ensuring accurate workforce sizing on each Account record.

Termene classifies companies by Romanian legal form (SA, SRL, PFA, II, etc.). These map to a custom pick-list on Freshsales Account. Unrecognized legal forms are stored as text and flagged for admin review before final migration commitment.

Industry maps directly where Termene's CAEN code maps to a Freshsales Industry pick-list value. The numeric CAEN code itself is stored in a separate custom field for regulatory reference and government reporting requirements.

Termene flags companies with outstanding government debts (datorii la buget). Boolean custom field on Freshsales Account surfaces this risk indicator prominently. Sales teams can filter accounts by debtor status in Freshsales list views and create segments for collections follow-up.

Numeric score from 0–100 representing Termene's computed financial health. Maps to a custom number field on Freshsales Account. Score bands (low/medium/high) can be added as a companion pick-list field for quick visual assessment by sales reps.

Timestamps from Termene are preserved as custom datetime fields. Freshsales native CreatedDate and LastModifiedDate reflect migration time — the original registry update date is preserved separately in Termene_Import_Date__c for reporting continuity and historical accuracy.

Termene internal record ID is stored on Freshsales in Termene_ID__c for delta-run de-duplication and traceability. All subsequent Freshsales API calls that reference the original Termene record use this ID for cross-system synchronization and audit compliance.

If Termene exports include an owner email, we resolve by email match to Freshsales users. Unmatched owners are flagged before migration — records are assigned to a fallback Freshsales user or placed in a holding queue for manual owner assignment.