Migrate from Wyvern Magic to Freshsales

Wyvern Magic Contact records map 1:1 to Freshsales Contact. Standard fields (name, email, phone, address) transfer directly. We apply a type-inference step to map any Wyvern Magic custom contact properties to Freshsales custom fields, assigning the correct field type (text, number, date, picklist) during the transform phase. Contact records are loaded before Deals so that account and contact lookups are satisfied at insert time.

Wyvern Magic Company records map to Freshsales Account. The company domain and industry fields transfer directly. We use the Account Name as the dedupe key during Freshsales import. Account is created before Contact import so that the primary_contact_id relationship and any account-contact associations are valid at insert.

Wyvern Magic Deal records map to Freshsales Deal. Pipeline and stage names are tenant-configurable in Wyvern Magic; we extract the active pipeline definition first, create the corresponding Freshsales Deal pipeline and stage values, then map deal records into the correct stage. Deal amount, probability, close date, owner, and associated contact/account references transfer directly. Closed-Lost and Closed-Won reason fields from Wyvern Magic custom properties map to Freshsales Deal loss_reason and custom fields.

Wyvern Magic pipeline definitions (stages, probabilities, stage order) are extracted separately from deal records during scoping. Each Wyvern Magic pipeline becomes a Freshsales Deal Pipeline with matching stage names and probability percentages. Stage order is preserved. If the customer has multiple Wyvern Magic pipelines, we create corresponding Freshsales pipelines and map deal records to the appropriate pipeline during migration.

Wyvern Magic Lead records map to Freshsales Lead. Lead source, status, rating, and any custom scoring fields transfer to Freshsales Lead fields. If the customer uses Wyvern Magic lifecycle stage assignments on leads, we preserve them in a custom field for segmentation after migration. Lead-to-Contact conversion is handled post-migration by the customer's admin using Freshsales native conversion action.

Wyvern Magic email engagements map to Freshsales Email records linked to an Activity Task. Email subject, body, direction (sent/received), timestamp, and recipient data transfer. The associated Contact or Lead WhoId and the related Account or Deal WhatId are resolved via email-address lookup and parent-record resolution at migration time. Email activity timeline ordering is preserved by ActivityDate.

Wyvern Magic call engagements map to Freshsales Call Log records with call disposition, duration, outcome, and timestamp preserved. Call recording URLs stored as custom fields transfer to Freshsales call_log custom fields if available, or remain as notes on the linked Contact or Deal. Owner assignment migrates by resolving the Wyvern Magic owner reference to the Freshsales User via email match.

Wyvern Magic meeting engagements map to Freshsales Meeting records with start time, end time, location, title, and attendee data preserved. Attendee emails are linked to Freshsales Contact or Lead records via email lookup. Meeting notes and description text transfer directly. Owner assignment migrates by resolving Wyvern Magic owner reference to Freshsales User.

Wyvern Magic notes attached to contacts, deals, or companies map to Freshsales Notes linked to the parent record via ContentDocumentLink. Note body text migrates with timestamp preserved. If the note contains file attachments, we migrate them as separate file records with a reference link back to the note.

Wyvern Magic Owner records are mapped to Freshsales User by email address. We extract all distinct owner emails referenced on Contacts, Companies, Deals, and Activity records. Any Wyvern Magic owner without a matching Freshsales User goes to a reconciliation queue for the customer's admin to provision before record import resumes. Active owner status is preserved; inactive Wyvern Magic owners are flagged for admin decision on Freshsales user activation.