Migrate from Vtiger All-In-One CRM to Freshsales

Vtiger Accounts map to Freshsales Companies as the primary organization record. We preserve the account name, industry, website, phone, billing address, and any standard address fields. The Company record is created before any Contact import so that the Contact-to-Company relationship is satisfied at insert time. If the source account uses Vtiger's Organization module variant, we treat it as Accounts for mapping purposes.

Vtiger Contacts map directly to Freshsales Contacts. We preserve first name, last name, email, phone, mobile, job title, and address fields. The Contact-to-Account relationship resolves to the Freshsales Company record via email-domain matching or explicit account_id linkage. Custom fields on Contact migrate as Freshsales custom contact fields with type mapping (picklist, checkbox, date, currency). Vtiger .vcf exports are also supported as a fallback format.

Vtiger Leads map to Freshsales Leads. Vtiger's Lead_Status, Lead_Source, and industry fields map to Freshsales Lead Status, Lead Source, and Industry fields respectively. Any Vtiger lead scoring field migrates as a Freshsales numeric custom field. We resolve the assigned Owner by email match against Freshsales Users.

Vtiger Potentials are the deal/opportunity object and map to Freshsales Deals. We preserve deal name, amount, close date, pipeline stage, and pipeline assignment. Vtiger's multi-pipeline configuration maps to Freshsales pipeline views. Amount fields are mapped as Freshsales deal amount with currency preserved. Loss reason and closed-won metadata migrate as deal custom fields if present in Vtiger.

Vtiger Help Desk Tickets map to Freshsales Cases. Ticket status, priority, category, assigned agent, related Contact, related Account, and internal notes migrate as Case fields. Freshsales does not include a native help desk tier; Cases are the equivalent ticket object in Freshsales CRM. Social ticketing and round-robin assignment rules do not migrate as automation and are noted in the workflow handoff document for Freshsales admin rebuild.

Vtiger Products with pricing, vendor associations, and stock information migrate as Freshsales Items. We preserve product name, SKU, unit price, vendor, and description. Product-to-quote linkage is maintained in the Quotes migration phase. Note that Vtiger Products live under the Inventory module, which we verify is enabled before Products export; if Inventory is disabled, we flag the absence before proceeding.

Vtiger Quotes migrate to Freshsales Quotes on Growth and above plans. Vtiger gates the Quotes module behind the Inventory module — we verify Inventory is active before extracting Quote records and flag any customer accounts where Quotes will be absent from the export. Quote line items reference Products, so we sequence the Products import before Quotes to maintain referential integrity. Quote status, discount, and totals migrate directly.

Vtiger Sales Orders with line items, totals, and status migrate to Freshsales Orders. Orders require Products to exist in the destination first to maintain referential integrity, so we import Items before Orders. Vendor linkage from Vtiger Purchase Orders maps to Freshsales vendor custom fields on Order records. Note that Freshsales Order management is available on Enterprise tier; if the destination is on Growth, Orders may need to be stored as Quote custom fields or handled as a manual process post-migration.