Migrate from Thryv to Freshsales

Thryv Clients map to Freshsales Contact records. Standard fields (name, email, phone, address) transfer directly. Custom fields migrate as Freshsales Contact custom fields if they exist in the destination account before import; we create matching fields during schema prep. Thryv's Additional Info tab fields are mapped as contact-level custom properties. Owner resolution uses email match to Freshsales User.

Thryv's flat Company structure maps to Freshsales Account. Thryv's Company name, address, and custom fields transfer directly. The key migration consideration is that Thryv Companies are not hierarchically linked to other Companies, whereas Freshsales Accounts support parent-account hierarchies; we configure this as flat during migration unless the customer specifies a parent-child structure. Company custom fields are recreated as Freshsales Account custom fields before import.

Thryv Clients that are unqualified prospects (no associated Opportunity, no purchase history) map to Freshsales Lead. We apply a split rule during scoping: any Thryv Client with a Thryv Opportunity in any stage other than Closed Lost maps to Freshsales Contact (qualified). All others map to Lead. The original Thryv client record is preserved with its full custom field set on the target object. Lead source from Thryv migrates to Freshsales Lead Source.

Thryv Opportunities map to Freshsales Deal records. Stage names transfer as Freshsales Deal Status values. Deal value and close date migrate directly. Thryv Opportunity custom fields map to Freshsales Deal custom fields. We resolve the owner by email match against Freshsales User records before import.

Thryv Appointments (date, time, duration, service type, assignee) migrate to Freshsales Tasks or Events depending on whether the appointment represents a sales call or a scheduled meeting. We map the assignee by email to a Freshsales User. Recurring appointment series are flattened into individual Event records. Appointment notes migrate as the Task or Event description. Service type maps to a Freshsales custom Task field.

Thryv Invoice records (line items, totals, payment status, client association) migrate as Freshsales Deal records with invoice metadata stored in custom fields. The invoice total becomes the Deal amount, and payment status (paid, partial, overdue) becomes a custom picklist field. Invoice line items are represented as a custom text area field with a JSON or delimited summary since Freshsales Deals do not have native line-item child records. Invoice PDF attachments migrate as Freshsales CRM file attachments on the Deal.

Thryv's freeform tagging on Contact records converts to Freshsales multi-select picklist fields. We deduplicate tags during the transform phase (removing duplicates, normalizing case), create a corresponding multi-select picklist field in Freshsales Contacts, and import the tag assignments as delimited values. If tag volume exceeds Freshsales picklist limits on Growth ($9/user/mo), we recommend a separate tag management module or a custom object instead.

Thryv User records (name, email, role) map to Freshsales User by email lookup. Permission levels and access control configurations do not transfer and must be re-established in Freshsales Admin Settings post-migration. Inactive Thryv users migrate as inactive Freshsales Users unless the customer specifies otherwise.

Thryv form submissions (date, contact name, contact info, custom form fields) migrate as Freshsales Lead or Contact records depending on the split rule applied to the contact portion of the submission. Custom form field data migrates as custom fields on the target object.