Migrate your Dialytica - Marketing Automation Platform data

Contacts are the core records in Dialytica, holding phone numbers, names, and campaign assignment data. We map contacts 1:1 in most migrations, preserving custom fields and contact-level campaign history.

Dialytica separates Call Campaigns from SMS Campaigns. Both are exportable with their scheduling, targeting, and script configurations. We preserve the full campaign object including its active/paused state at export time.

Call logs contain duration, disposition, agent assignment, and timestamps. Dialytica stores AI-evaluated metadata on each call. We map these fields but flag that AI-generated sentiment or score data may not export in standard formats.

The Review module stores supervisor evaluations tied to specific call records. Review scorecards include structured criteria and free-text notes. We extract full review data but map the criteria fields explicitly since naming conventions vary by account.

SMS logs record individual message events, delivery status, and phone numbers. We preserve the full activity log but note that Dialytica's SMS tracking is campaign-scoped, which may require grouping logic in the destination.

Dialytica's Payments module handles transaction records associated with campaigns or contacts. Payment data includes amounts, statuses, and timestamps. We map these as transactional records and flag any required currency or tax field transformations.

Agent and user accounts are exportable with roles and permissions. We map user records to the destination's user object, preserving active status and agent assignments on call logs.

Agent availability and shift configurations may be stored as schedule objects. These are not always exposed via standard exports and may require manual capture or supplementary API calls.

Message templates used in SMS campaigns export with their content and variable placeholders. We preserve template body text and merge field structures during migration.

Call scripts and dial plan logic define agent workflows during outbound calls. These are partially structured in Dialytica. We extract the text and sequence but may not preserve branching conditions that rely on Dialytica's internal LLM evaluation.