Migrate from Ziggu to Freshsales

Ziggu contacts (homebuyers, partners, contractors) map directly to Freshsales Contacts. Name, email, phone, job title, and address fields transfer as-is without transformation. Owner resolution uses email match against Freshsales users; unmatched owners are flagged before migration commits. All contact custom fields including selection preferences and project associations are preserved during migration.

Ziggu organizations map to Freshsales Accounts. Account Name, Website, Industry, Number of Employees, and Annual Revenue transfer directly. Ziggu parent-child organization relationships map to Freshsales Parent Account hierarchy where applicable. Organization-level custom fields are preserved and mapped to corresponding Freshsales custom fields on the Account object.

Ziggu deals map to Freshsales Opportunities. Deal name becomes Opportunity Name, amount maps to Amount, and close date maps to CloseDate. The Ziggu pipeline and stage status map to a Freshsales custom picklist field since Freshsales uses stage probabilities rather than project-phase labels.

Ziggu tracks client selection status (e.g., kitchen style, flooring choice) as a custom field per contact or unit. These migrate as Freshsales custom picklist fields (Selection_Status__c) so the data is queryable and reportable in Freshsales reports and dashboards. The picklist values are preserved as-is to maintain selection consistency across systems.

Multi-unit project data (unit number, floor, block) from Ziggu migrates as Freshsales custom text fields (Unit_Number__c) on the Account or Contact. This preserves the unit association for development teams managing multiple properties per client. Unit-level custom fields are mapped to ensure property-specific information remains accessible in Freshsales.

The development or project name from Ziggu migrates as a Freshsales custom text field (Development_Name__c) so teams can filter deals and accounts by the specific property development without relying on account name alone. This field enables cross-property reporting and segmentation in Freshsales.

Ziggu stores address components separately (street, city, state, postcode). Freshsales Account and Contact have structured address fields (Street, City, State, Zip). We concatenate components into Freshsales address fields and preserve the original structured values in custom fields for reference. Address validation ensures data integrity during migration.

Ziggu communication history — emails, calls, meetings — migrates as Freshsales Tasks (for emails and calls) and Events (for meetings). Original timestamps, task subjects, and owner attribution are preserved. The parent record link (contact or account) is re-established during migration.

Ziggu file attachments on contacts, organizations, or deals re-upload to Freshsales Files and attach to the corresponding record. Freshsales file size limits (25MB per file) apply; files exceeding this threshold are flagged for manual handling before migration runs. File metadata including creation date and author information is preserved.

Ziggu workflows and automated sequences do not migrate to Freshsales. They require manual reconstruction in Freshsales' workflow builder. We export Ziggu workflow definitions as a structured reference document to support your admin's rebuild effort. The exported document includes trigger conditions, actions, and execution logs for rebuilding.