Migrate from Variable Soft CRM to Freshsales

Variable Soft CRM Leads map to Freshsales Lead records. Because Variable Soft CRM does not publish a field schema, we discover field names and data types from the customer's exported CSV file. We map standard fields (name, email, phone, source, status, owner) to their Freshsales equivalents and create any matching custom fields in Freshsales Admin Settings before import. Email serves as the dedupe key to prevent duplicate Leads during migration.

Variable Soft CRM Contact records map to Freshsales Contact. We preserve the primary company link by resolving the Company ID to the Freshsales Account created in the Account import phase. Lifecycle stage information from Variable Soft CRM migrates to a custom contact field lifecycle_stage__c in Freshsales if the platform supports custom fields at the customer's plan tier. We run a deduplication pass on email before importing to merge duplicates.

Variable Soft CRM Company records map to Freshsales Account. We import Accounts first in the migration sequence so that Contact records can resolve their AccountId reference during import. Company name becomes the Account Name field; domain or website data from the export maps to the Account Website field if present.

Variable Soft CRM Deals map to Freshsales Deal records. We preserve deal value, stage name, expected close date, owner assignment, and the linked Contact and Company associations. Pipeline names and stage labels from Variable Soft CRM require pre-configuration in Freshsales Admin Settings before Deals import so that stage values match the destination whitelist.

Variable Soft CRM named pipelines with custom stages map to Freshsales Deal Pipelines configured in Admin Settings. We extract pipeline and stage names from the customer's export file, create matching Pipelines in Freshsales with corresponding stage sequences, and map active deal assignments to the correct pipeline during the Deal import phase.

Variable Soft CRM activity records (calls, emails, tasks, meetings) associated with Contact or Deal records map to Freshsales Task and Appointment records. Activity type, timestamp, linked entity, and content migrate where present in the export. We link each Task or Appointment to the migrated Contact or Deal using the target record's Freshsales ID resolved during the import pass.

Variable Soft CRM custom fields on Contacts, Companies, and Deals are discovered from the customer's export file (field names appear as CSV column headers). We pre-create matching custom field definitions in Freshsales Admin Settings with equivalent data types (text, number, date, picklist) before importing the corresponding records. Fields with no equivalent in Freshsales are documented in the field mapping sheet for the customer's review.

Variable Soft CRM owner assignments on Leads, Contacts, Deals, and Activities map to Freshsales User records. We resolve owners by email match against the destination Freshsales User table. Any Variable Soft CRM owner without a matching Freshsales User goes to a reconciliation queue for the customer's admin to provision before record import resumes, because OwnerId references are required on standard object inserts.