Migrate from The Practice to Freshsales

The Practice client profile maps directly to a Freshsales Contact. The primary email, phone, name, address, and owner fields migrate 1:1. The Practice client ID is stored as Source_System_ID__c on the Freshsales Contact for delta-run de-duplication and ensures referential integrity across systems.

When a The Practice client is associated with a company or organization, that data maps to a Freshsales Account. The Account Name, Website, Industry, and Employee Count fields migrate as direct equivalents. If no company is recorded in The Practice, no Account record is created.

The Practice client status is a pick-list that maps to Freshsales Lifecycle Stage. 'Active' maps to 'Customer', 'On Hold' maps to 'Subscriber', and 'Discharged' maps to a custom lifecycle value. This mapping is configurable — your team chooses the stage values before migration.

Each session or appointment in The Practice migrates as a Freshsales Task record with Type='Appointment'. The original session date and duration are preserved in the Task's due date and description fields. The owning therapist maps to the Freshsales user by email match.

Free-text session notes migrate as Freshsales Notes attached to the corresponding Contact record. Original create timestamps are preserved in the note metadata. Rich-text formatting is converted to plain text for compatibility. The migrated notes retain the author’s name and are searchable within Freshsales, supporting future reporting and follow-up workflows.

Intake-form field names and values from The Practice become Freshsales custom fields on the Contact object. Each field requires a corresponding custom field to be created in Freshsales before migration. We deliver a field-creation checklist as part of the migration plan.

Any specialty-specific custom fields (e.g., treatment modality, referral source, insurance carrier) map to Freshsales custom fields on Contact or Account depending on whether the field applies to the person or the organization. Field data type (text, number, pick-list, date) is preserved during mapping.

Documents and attachments (PDFs of intake forms, signed contracts, session recordings if stored) are downloaded from The Practice and re-uploaded to Freshsales as file attachments on the relevant Contact or Account record. We respect the per-plan storage limits (Growth: 2GB/user, Pro: 5GB/user, Enterprise: 100GB/user).

Invoice and payment history from The Practice's billing module does not map to a native Freshsales object. We preserve billing summary fields (outstanding balance, last payment date) as read-only custom fields on the Contact for reference. Full invoice history is exported as a CSV alongside the migration.

The Practice practitioner or therapist email resolves to a Freshsales User account by email match. Unmatched practitioners are flagged before migration — either invite them to Freshsales first or assign their clients to a designated fallback owner. No Contact lands without an OwnerId.

The Practice recurring availability blocks and recurring appointment templates have no Freshsales equivalent. We export the recurring schedule data as a structured CSV that your team can use to configure Freshsales calendar integrations with Google Calendar or Outlook post-migration for smooth scheduling.

Tags and labels applied to clients in The Practice migrate as Freshsales Contact Tags. Tag names are preserved exactly. Tags used for segmentation or automation triggers are documented for workflow rebuild reference. These tags enable targeted marketing campaigns, lead routing, and performance reporting across your Freshsales instance.