Migrate from VAIL-CRM to Freshsales

VAIL-CRM Contact records map directly to Freshsales Contact. Standard fields including name, email, phone, and social media identifiers transfer to Freshsales Contact fields. We use email as the dedupe key during import to prevent duplicate Contact records. Any multi-channel social media identifiers stored in VAIL-CRM custom properties migrate to Freshsales custom Contact fields. Contact ownership resolves via email match to Freshsales User records.

VAIL-CRM Company records map to Freshsales Account. The Company-Contact relationship is preserved during migration by matching on company name or a VAIL-CRM external ID field where available. Account is created before any Contact import so that the Account association is satisfied at the moment of Contact insert. Billing address, industry, and employee count fields migrate to Freshsales Account standard fields or custom fields based on schema discovery.

VAIL-CRM Deal records map to Freshsales Deal. Deal name, amount, close date, and stage assignment transfer directly. The pipeline stage names from VAIL-CRM are extracted during discovery and mapped to Freshsales Deal Stages, with probability weights preserved in a custom field for reporting. Owner assignment resolves by email match to Freshsales User.

VAIL-CRM custom pipeline configurations and stage sequences are extracted as a full pipeline definition including stage order, names, and probability weights. These map to Freshsales Deal Pipeline configuration, where each pipeline has its own stage set. We configure the Freshsales pipeline stages before migration so that Deals land in the correct stage on import. Probability weights migrate to Freshsales custom fields since stage probability is not externally configurable in all Freshsales tiers.

VAIL-CRM Activity history including calls, emails, meetings, and notes may be stored across multiple object types depending on which communication channels are integrated. We extract the full activity record set and map to Freshsales Tasks (for calls and generic activities), Events (for meetings), and Notes. Activity timestamps preserve for timeline ordering. Attachment migration depends on whether VAIL-CRM stores files as linked URLs or as binary blobs; we document the attachment handling approach during discovery.

VAIL-CRM custom fields added to standard objects vary by instance and must be individually mapped. We capture the full custom field schema including field type, required status, and picklist values during discovery. Field type mapping follows: VAIL-CRM text fields map to Freshsales Text custom fields; date fields map to Freshsales Date fields; picklist fields map to Freshsales Dropdown fields with values preserved. Custom fields are deployed in Freshsales before any data import to avoid import rejection.

VAIL-CRM marketing automation workflows and campaign records require custom field mapping since workflow logic does not transfer between platforms. We extract campaign names, audience definitions, and campaign status but do not migrate the automation logic itself. We deliver a written inventory of every active marketing automation record with its trigger, conditions, and recommended Freshsales Workflow equivalent for the customer's admin to rebuild in Freshsales or Freshmarketer.

VAIL-CRM service automation records including support tickets and customer service interactions are exported with their status and assignment data. Ticket field configurations must be mapped individually. We map ticket status to Freshsales Deal custom fields or, if Freshdesk is in scope, to Freshdesk Cases. We flag whether the destination Freshsales plan supports Freshdesk integration for service automation continuity.