Migrate from Vtiger Sales to Freshsales

Vtiger Organization records map directly to Freshsales Account. Organization name becomes Account name; website, phone, address, industry, and employee count migrate to equivalent Freshsales Account fields. Account is created before any Contact import so that the account_id lookup is satisfied at the moment of Contact insert. We use Organization email domain as a dedupe key during Account creation.

Vtiger Contact records map to Freshsales Contact with first_name, last_name, email, phone, mobile, and address fields preserved. The account_id reference from Vtiger is resolved to the migrated Freshsales Account ID. Owner assignment migrates by email matching to Freshsales User records.

Vtiger Lead records map to Freshsales Lead with first_name, last_name, email, phone, company, lead_source, and status fields preserved. Vtiger lead status values (New, Assigned, In Process, Converted, Dead) map to Freshsales Lead Status picklist entries that we configure before import. Lead score from Vtiger custom fields migrates to Freshsales custom numeric field.

Vtiger Deal (Potential) records map to Freshsales Deal with deal_name, amount, closing_date, stage_name, probability, and pipeline assignment preserved. Vtiger deal stage names map to Freshsales Deal Stage values that we configure as a pre-migration step. The associated Organization account_id resolves to the migrated Freshsales Account ID.

Vtiger Quotes linked to Deals migrate as Freshsales Deals with the Quote data preserved as custom fields on the Deal record (quote_number, valid_until, subtotal, tax, total). Line items from Vtiger Quotes map to Freshsales Deal Items on the same Deal record.

Vtiger Sales Order records map to Freshsales Deals with order status, billing address, shipping address, and PO reference preserved as custom Deal fields. Active or closed Sales Order status maps to Freshsales Deal stage (Closed Won for fulfilled orders).

Vtiger Invoice records map to Freshsales Deals with invoice number, invoice date, due date, payment status, and total amount preserved as custom Deal fields. Vtiger invoice status (Paid, Unpaid, Overdue) maps to custom picklist values on the Deal record.

Vtiger Help Desk Tickets migrate to Freshsales Cases. Ticket subject becomes Case subject; ticket status (Open, Wait, Closed) maps to Freshsales Case Status; priority maps to Case Priority. Customer and agent reply conversation history migrates as Case conversation entries linked to the Case record. The related Contact or Account account_id resolves to the migrated Freshsales Contact and Account IDs.

Vtiger Price Books store product-to-price mappings. Freshsales does not have a separate Price Book object; pricing is managed inline on Product records. We unroll each Vtiger Price Book entry into Freshsales Product records with the price stored in the standard price field. Multiple Price Books require splitting into separate Product records or using custom fields to indicate price tier.

Vtiger Project records with milestones and tasks migrate as Freshsales Tasks with project name stored in a custom field and milestones represented as parent Task records. Kanban view configuration does not migrate as it is a UI preference, not data. The customer rebuilds project-specific views in Freshsales using the Tasks object or a project management integration.

Vtiger custom fields on any standard module (Contact, Organization, Deal, Ticket) are extracted with their data types and values. We create matching Freshsales custom fields via the admin UI before import, mapping text to text, number to number, date to date, and picklist to dropdown. Picklist values are unrolled from Vtiger picklist definitions into Freshsales dropdown options.

Vtiger Tags applied across modules migrate to Freshsales Tags. Tags are extracted per record and mapped to Freshsales Tag assignments on the equivalent object (Contact, Account, Deal, Lead, Case).