# Move your Freshsales CRM data into Zoho CRM Your accounts, contacts and deals, with the supported notes, tasks and files. See what travels and what stays in Freshsales before switching over. Migratez runs Freshsales CRM to Zoho CRM migrations. The assessment is free and comes before any commitment. Canonical page: https://migratez.com/migrations/freshsales-to-zoho-crm-migration Running this for a client? The partner path is at https://migratez.com/partners. ## What lands in Zoho CRM - Accounts → Accounts - Contacts → Contacts - Deals → Deals - Notes → Notes - Tasks → Tasks - Appointments → Meetings - Attached files → Files attached to migrated records (Files need a parent record included in the migration.) - Custom fields → Custom fields on the matching records (The plan identifies fields to create and any changes to their values.) - Record owners → Matched to Zoho CRM users (You choose who inherits records with no matching owner.) - Deal stages → Matched to destination deal stages (We review stage choices before the run, including which deals are open, won or lost.) ## What comes across Keep the data that matters to you. - **Keep records connected.** Keep deals linked to contacts and companies, and activities linked to their records in Zoho CRM. - **Your custom fields come with you.** We find your custom fields in Freshsales CRM and plan how their values will travel to Zoho CRM before migrating their records. - **Bring your activity history.** Your activity history arrives on the record it belongs to. This page names which types transfer and any limit on them. - **Match owners, pipelines and stages.** We match them to your Zoho CRM users and stages. - **Review changes before the run.** The plan flags values that change during migration. The original value comes across beside the converted one. - **Keep data with no matching field.** Where possible, we create a field in Zoho CRM for data with no matching field. ## Check your Freshsales scope before switching to Zoho We read accounts, contacts and deals from the saved views selected for the migration. We check those views with you so the scope includes the records you intend to bring. Notes and files are read with their parent records. Keep access to Freshsales for the calls, emails and other records listed as outside this migration. Accounts, contacts and deals keep their roles. Appointments become meetings, with notes, tasks and files linked to the migrated records. Connect Freshsales using the API key and account address from [Profile Settings, API Settings](https://developers.freshworks.com/crm/api/#authentication). Your source connection gives you the free record count and price. ## Limits and changes - **A migrated note is dated the day it lands** (degraded). Zoho stamps a note with the moment it was created and accepts no date on the way in, so a note written in Freshsales two years ago arrives dated today. The text and the record it belongs to both come across. Instead: The text, the title and the record it belongs to all come across. Verified against https://www.zoho.com/crm/developer/docs/api/v8/create-notes.html - **Custom fields per module are capped by your Zoho CRM edition** (requires_action). Zoho caps how many custom fields a module will hold, and the cap moves with your edition. A Freshsales account that has grown a lot of custom fields can exceed it. Instead: We count yours in the free assessment and show you the number against your edition's limit. Verified against https://www.zoho.com/crm/help/feature-availability.html - **Calls and email conversations stay in Freshsales** (unsupported). Our Freshsales source does not read phone calls or email conversations. Instead: Your notes, tasks and appointments can still travel. - **Custom modules, products and line items are outside this migration** (unsupported). Our Freshsales connector does not carry these records in either direction. Instead: Accounts, contacts, deals, notes and tasks are included in the supported scope. - **Marketing consent is not migrated** (unsupported). We do not read or write subscription status through our Freshsales connector. Instead: Review consent separately before using the destination for marketing. - **Closed-deal reporting needs a stage review** (degraded). Our Freshsales source carries stage names without declaring whether each stage means won, lost or open. Instead: We review how your stages should be treated before the migration runs. - **Extra company relationships need review** (degraded). We carry one company reference on a person and do not rebuild every Freshsales account link as a separate relationship. Instead: Review the selected company and any additional links before cutover. ## Stay in control - **Undo the migration.** One action removes the records we wrote to Zoho CRM. Review what will remain before you undo and retry. - **Paused runs resume.** A paused run resumes where it stopped, without losing progress or duplicating records. - **Read-only in Freshsales CRM.** We only read Freshsales CRM. Nothing is written back to it. - **Catch up before switching over.** Keep working in Freshsales CRM while you check the results. Then bring across the latest changes before switching over. ## What it costs One payment, based on the records you move. - **From $799.** Covers up to 20,000 records. Larger migrations use higher tiers. You pay once per migration, with no recurring charge. - **Get your exact price for free.** Connect Freshsales CRM to see your record count and price before you commit. - **A 30-day money-back guarantee.** Ask for a refund within 30 days of your migration being marked complete. We reverse the migrated data out of Zoho CRM and refund you. ## Questions about moving Freshsales CRM to Zoho CRM ### Will my Freshsales custom fields come across? We discover your Freshsales custom fields and plan them for the matching Zoho CRM records. Review the plan for type changes and fields you prefer to leave behind. ### Do calls and emails come across? No. Our connector leaves calls and email conversations in Freshsales. Review the supported activity types above before switching over. ### Will won and lost deals be labelled correctly? We review stage choices with you. The Freshsales connector does not infer won or lost from a stage name, so this needs attention before you rely on destination reports. ### Who actually runs the migration? We run the migration and stay reachable. Connect Freshsales for the free assessment and price, then Zoho to complete the plan. Nothing moves until you ask. ### Can I keep working in Freshsales while this happens? Yes. We only read Freshsales and never write back to it. Keep working while you check the results, then bring across the latest changes before switching over. ### What if the result is not what I expected? You can undo the migration, correct the issue and run again. Created fields, shared catalogue data and any other items listed as retained stay in place. ### What does it cost? One payment, based on the records that move. The free assessment of Freshsales gives you the exact count and price before you commit. Payment is by invoice, with no subscription.