Migrate from HaloCRM to Freshdesk

HaloCRM Tickets migrate 1:1 to Freshdesk Tickets. We disable HaloCRM automations (approval processes, notification rules, SLA escalation timers) before the migration import begins so that migrated records do not fire triggers against live customer accounts. Ticket status, priority, assignee email, requester email, created date, and modified date transfer directly. Freshdesk's ticket fields (type, status, priority, source, group) map from HaloCRM equivalents with no structural transformation required.

HaloCRM Client records (name, email, phone, custom fields) map to Freshdesk Contacts. The Client's email address is the dedupe key during import. HaloCRM Client-scoped custom fields transfer as Freshdesk Contact custom fields; these must be explicitly separated from Ticket-scoped fields during the mapping phase because Freshdesk does not support HaloCRM's scope distinction.

HaloCRM Organization records map to Freshdesk Companies. The Organization name becomes the Company name. Any Client-to-Organization link is preserved by resolving the organization identifier as a Freshdesk Company reference on the Contact record during the Contact import phase.

HaloCRM Agent records (name, email, role) map to Freshdesk Agents. We resolve agents by email match against the Freshdesk destination account. HaloCRM team and group permissions require explicit Freshdesk Agent Group and Role configuration post-migration; access control models differ structurally and are not preserved as code during data migration.

HaloCRM KB articles with categories and publication status flags migrate as Freshdesk Solutions. Article-to-category relationships transfer as Freshdesk article-to-category associations. Draft versus published status is preserved. The knowledge base article body migrates as structured HTML content, and any embedded attachments are downloaded and re-attached to the corresponding Freshdesk Solution record.

HaloCRM Client-scoped custom fields are explicitly mapped to Freshdesk Contact custom fields during the field alignment phase. We flag every custom field by scope in the mapping specification so that it is clear which Freshdesk object the field attaches to. This separation prevents Client-scoped data from incorrectly landing on a Freshdesk Ticket record or vice versa.

HaloCRM Ticket-scoped custom fields map to Freshdesk Ticket custom fields. Freshdesk requires custom fields to be created in the destination UI before the API can accept values for them; we create the target fields during the schema preparation phase before any data is imported. Field data types are matched (text to text, number to number, dropdown to dropdown) to avoid type-mismatch rejections.

HaloCRM Service Contract records with dates, values, and linked entities transfer as Freshdesk Custom Object records of type Contract. Freshdesk Custom Objects require a primary field that uniquely identifies each record; we use the contract ID from HaloCRM as the primary field value. Relationships to Tickets or Contacts are preserved via Freshdesk Custom Object association rules that the customer defines in the Freshdesk admin panel before migration.

HaloCRM Device and Asset records (serial number, type, custom info fields) migrate to Freshdesk Assets. The asset-to-ticket relationship is preserved by resolving the ticket identifier during the asset import phase so that Freshdesk can associate the asset with any migrated ticket that references it.

Tags applied to tickets and KB articles in HaloCRM export as flat label arrays and re-apply as Freshdesk Tags on the corresponding Ticket or Solution records. Tag normalization is applied during the transform phase to remove duplicate tag values and standardize casing.

File attachments associated with tickets and KB articles are downloaded from HaloCRM and re-attached to the corresponding record in Freshdesk. Large attachment batches are chunked to avoid API timeout on both the HaloCRM export side and the Freshdesk import side.

HaloCRM workflow rules, approval chains, and conditional automations are not accessible via the standard export API and cannot be migrated as code. We document every visible workflow rule and automation trigger during the discovery phase so the customer has a complete list to rebuild manually in Freshdesk. This is not data loss but represents a significant manual effort post-migration.