Migrate from Comarch Marketing Automation to Freshsales

Comarch loyalty member profiles with name, email, phone, address, tier level, points balance, and enrollment date map directly to Freshsales Contact records. We extract member attributes as typed fields: tier level maps to a custom field or Freddy AI scoring group, points balance migrates as a numeric custom field, and enrollment timestamp migrates as a date field. Loyalty member ID from Comarch becomes a custom external ID field for dedupe and cross-reference.

Comarch deployments that store B2B loyalty program memberships under company records map to Freshsales Account. The company name, industry, and address fields map directly. If Comarch stores individual members without a company link, we optionally create Accounts from domain data or leave the AccountId blank, allowing the customer to link post-migration.

Comarch AI-driven segments with membership lists map to Freshsales Contact Groups or dynamic contact lists. We export the segment name, definition logic (as a text note), and the member contact IDs. Segments are represented as static groups in Freshsales; the Comarch AI rule logic is documented as a text description for the customer's admin to recreate as a Freshsales dynamic list or Freddy AI filter.

Comarch campaign records contain campaign name, channel assignments (email, SMS, push, call-center), send date ranges, and audience size. We export campaign metadata as Freshsales Deal records with a custom campaign type field, or as Notes attached to the relevant Contact records. The campaign journey workflow logic itself is proprietary and does not export; we document each campaign trigger, branch condition, and channel sequence in a written handoff for Freddy AI workflow rebuild.

Comarch promotional offers with discount rules, eligibility criteria, and temporal constraints are exported as structured records. We map offer name, discount type, validity period, and eligibility requirements to Freshsales Contact custom fields or to a Note attached to the contact record. Complex promotional structures with conditional rules are documented as a written offer catalog for the customer to rebuild in Freshsales Freddy AI workflows.

Comarch KPI records including churn prediction score, customer lifetime value, NPS, and engagement index are exported as numeric records tied to member IDs. We map these to Freshsales Contact custom fields with the original Comarch KPI name preserved in the field label (e.g., kpi_churn_score__c, kpi_clv__c, kpi_nps__c). Historical KPI values migrate as field data; real-time AI predictions are noted as runtime-only and not migrated.

Comarch channel configurations are metadata references to email, SMS, push, and call-center integrations. We export channel type and configuration status as lookup records. These map to Freshsales built-in email and phone tools (no migration of channel credentials required), and to a documented list of external channel references for SMS and push providers that the customer reconfigures post-migration.

Comarch loyalty programs include tier structures (Bronze, Silver, Gold, Platinum) with earning and redemption rules. We extract the tier names and threshold values and map them to Freshsales custom picklist fields on Contact. Tier-specific earning rules are documented as a written program summary for the customer to implement in Freshsales Freddy AI if automated tier recalculation is required.

Enterprise Comarch deployments frequently extend the data model with custom fields for industry-specific loyalty attributes. We extract all custom property definitions and map them to Freshsales custom fields on the appropriate object (Contact for member-level attributes, Account for company-level attributes). Field type mapping follows Freshsales supported types: text, number, date, picklist, multi-select picklist, phone, URL, and currency.