Migrate from The Customer Factor to Freshsales

Direct 1:1 map. The Customer Factor customer record (person + company affiliation) becomes a Freshsales Contact. The primary company stored in The Customer Factor's company_name field maps to Contact.AccountId via a pre-migrated Freshsales Account. Original create date preserved as a custom datetime field since Freshsales CreatedDate reflects migration time.

Direct 1:1 map. The Customer Factor prospect record — a person not yet converted to a paying customer — migrates as a Freshsales Lead. Prospect status and source information map to Lead.Status and Lead.Lead Source as custom or standard fields depending on what The Customer Factor exposes in its export.

Direct 1:1 map. The Customer Factor stores a primary company per customer in a company_name field. We extract unique company values and create Freshsales Account records first, then link Contact.AccountId. If The Customer Factor has a separate Companies module, those map directly to Freshsales Accounts with industry, website, and employee count preserved.

Merged map: one Estimate becomes one Freshsales Deal, and each estimate line item becomes a Freshsales Product attached to that Deal. Estimate total maps to Deal.Amount. Estimate status (Open/Accepted/Rejected) maps to a custom Deal_Status__c field. Freshsales requires Products to exist before attaching to Deals — we pre-create Product records from line item data before Deal migration.

Estimate line items become Freshsales Products. Product.Name receives the line item description, Product.UnitPrice receives the unit price, and Product.Quantity receives the quantity. Product.Description captures full line item detail. Each Product is associated to the parent Deal via Deal Products (the junction). If The Customer Factor uses a product catalog internally, we cross-reference it before creating duplicates.

Freshsales has no native invoice object. Invoice metadata (invoice number, amount, payment status, due date, balance) migrates as custom fields on the linked Deal. Invoice PDFs are downloaded and re-uploaded as Freshsales Files attached to the Deal. Payment status logic and due-date reminders must be rebuilt as Freshsales Workflow rules.

The Customer Factor's Job module (service calls, scheduled visits) maps to Freshsales Tasks with Type='Service' on the related Contact or Deal. On Enterprise plans with Custom Modules, we create a Service_Visit__c module matching The Customer Factor's job fields. On lower plans, Tasks with custom field captures the same data.

The Customer Factor owner assigned to a record is resolved by email match against Freshsales User accounts. Unmatched owners are flagged before migration — your team either creates Freshsales users first or assigns records to a fallback owner. Owner history is preserved as a custom Owner_Original__c field on each record.

The Customer Factor activity log (call logs, email records, notes attached to customers or jobs) migrates as Freshsales Tasks (for calls/emails) and Notes (for free-form notes). Original timestamps and owner assignments are preserved. Meeting or appointment records map to Freshsales Events with start/end times.

Any user-defined fields in The Customer Factor migrate to Freshsales custom fields with matching data types. Text fields stay text, numeric fields stay numeric, date fields stay date. We create the custom fields in Freshsales before migration runs and map them in the field_mapping step. Field-level permissions are set per Freshsales profile after migration.

Mass email history from The Customer Factor migrates as Activity records (Tasks with Type='Email') on the associated Contacts. The scheduling and automation logic behind mass email campaigns does not migrate. Freshsales Sales Sequences (Pro+) or Campaigns can be rebuilt manually with the same contact lists — we provide a CSV export of campaign membership for reference.

Files attached to customers, prospects, estimates, or invoices in The Customer Factor are downloaded and re-uploaded to Freshsales Files associated with the equivalent record. File size limits on Freshsales apply (default 25MB per file). Inline images in notes are extracted and rehosted as separate File records.