Migrate from VisionFlow to Freshdesk

Discovery and export coordination

We audit all active VisionFlow modules (Issues, Customers, Assets, Contracts, Organizations, Activities, Ideas, Users) and confirm the deployment type (cloud-hosted at IP-only or on-premise). For cloud-hosted VisionFlow, we coordinate manual CSV exports through VisionFlow support. For on-premise, we work with the customer's database administrator to extract directly. We also capture custom fields on Issues and Customers, workflow definitions for documentation, and any file attachment references. The discovery output is a written scope confirming record counts per module and the Freshdesk plan required to support custom objects.

Freshdesk plan and schema design

We confirm the destination Freshdesk plan. If Assets or Contracts are in scope, we require Growth plan or above for Custom Objects. We design the custom object schemas (Assets and Contracts) including field types, relationships to Tickets, and any required picklist values. We also configure the standard Freshdesk schema: ticket fields, contact fields, company fields, agent groups, and ticket status labels (mapping VisionFlow stages to Freshdesk's Open, Pending, Resolved, Closed model). Schema is validated in a Freshdesk trial or sandbox before production migration begins.

Manual export and staging

VisionFlow data is exported as CSV files (or database extracts for on-premise). We stage these in a secure workspace and validate record counts against the discovery scope. We check for duplicate records, missing required fields, and inconsistent date formats. Data quality issues are flagged to the customer's VisionFlow team for correction before transformation begins. This staging step is where VisionFlow's lack of API creates the most schedule risk — export delivery depends on vendor or DBA availability.

Transformation and mapping

We transform VisionFlow records into Freshdesk-compatible format. Issues become Tickets with status mapping applied. Customers become Contacts with organization associations mapped to Companies. Assets and Contracts become custom object records (or CSV exports if the plan does not support them). Activities are attached to their parent Tickets as conversation entries. Users are matched by email to Freshdesk agents provisioned by the customer. We generate a field-level mapping document showing every source field and its destination equivalent, including any transformations applied.

Production migration and reconciliation

We run the migration into the production Freshdesk instance in dependency order: Companies first (for dedupe), then Contacts, then Tickets with conversation history, then custom object records. Each phase emits a row-count reconciliation report. We verify that ticket status values in Freshdesk match the intended VisionFlow-to-Freshdesk mapping table, that contact-company associations are resolved, and that custom object records are linked to their related tickets. The customer spot-checks a sample of migrated records against the source VisionFlow export before sign-off.

Cutover, validation, and workflow handoff

We freeze VisionFlow writes at cutover, run a final delta migration for any records modified during the migration window, then enable Freshdesk as the system of record. We deliver the workflow inventory document (documented VisionFlow workflows with Freshdesk Automation Rules recommendations) to the customer's admin team for rebuild. We support a 72-hour hypercare window to resolve any reconciliation issues. We do not rebuild VisionFlow workflows as Freshdesk automation rules inside the migration scope; that is separate configuration work for the customer's admin or a Freshdesk partner.