Migrate your BenchmarkONE data

Core record type with rich export: name, title, company, phone, email, address, contact status, temperature, lead source, assigned sales rep, opt-in status, and tags. We map all standard fields 1:1. Tags and temperature (lead scoring) are preserved as native fields on the Contact record.

Linked to contacts via Account Company ID. The platform stores Company Name, Website URL, and associated contacts as a separate entity. We map the Company object and preserve the contact-to-company linkage during migration.

BenchmarkONE includes a Deal Pipeline with pipeline stages. Deals are associated with contacts and companies. Reviewers note Deals can feel redundant with Tasks, but they are distinct objects. We map deal name, value, stage, owner, and associated contact/company.

Tasks are linked to contacts, companies, or deals. Standard due date, status, and assignee fields. Some users find Tasks and Deals overlapping. We map tasks and preserve their associations to the parent record.

Free-form tags applied to contacts for segmentation. Multiple tags per contact supported. The CSV export includes tags as a comma-separated list. We preserve tags and map them to destination segment/labels.

Contacts and companies support custom fields. Custom field definitions and values are included in the full database export. We audit custom field schemas on both sides during scoping because field types and naming conventions vary by destination CRM.

BenchmarkONE stores campaign metadata (name, send date, audience, template) and aggregate performance stats (opens, clicks). We map campaign records and aggregate stats; individual email event logs may require supplemental export depending on destination.

Automations are triggered by form submissions, link clicks, website visits, tag changes, or purchases. These are platform-specific constructs. We document automation logic and map it to equivalent rules or workflows at the destination, though full fidelity depends on destination capabilities.

BenchmarkONE stores social profile URLs linked to contacts. The platform surfaces social profile data on the contact record. We map these as URL fields on the contact object.

Users are assigned as owners to contacts, companies, deals, and tasks. BenchmarkONE has unlimited user seats. We map user accounts to owner fields in the destination, preserving assignment logic.

Email reports include daily activity summaries, open rates, click rates, and bounce data exportable to CSV. We map aggregate email performance metrics. Individual email event logs may need separate extraction.