Migrate from Digital Signup to Freshsales

Digital Signup's Registrant object maps directly to Freshsales Contact. Name, email, phone, address, and date_of_birth carry over as Contact fields. Registrants without a company association land as Contacts with no Account link — your team can link them to a primary Account post-migration.

Digital Signup registrants in 'inquiry' or 'waitlisted' status route to Freshsales Lead rather than Contact. Registration confirmed registrants land as Contacts; those who submitted interest but never enrolled become Leads for follow-up by your enrollment team. Lead status lets your enrollment team run nurture campaigns, schedule follow-ups, and score readiness before converting to Contact. Original inquiry dates are preserved as custom fields for reporting.

Digital Signup family accounts group multiple registrants under one household. We create one Freshsales Account named for the family (or primary adult name) and link all registrants as Contacts under it using Account Contact Relationships. Secondary adults and dependents each become separate Contact records under the same Account.

Digital Signup programs and classes (e.g., 'Fall Soccer League', 'After-School Care') map to Freshsales Account records with the program name as Account Name and the facility as Industry or a custom Program_Type__c field. This allows Deals to be associated with the program as the Account, giving pipeline visibility by program.

Digital Signup facility locations (rooms, buildings, field sites) map to Freshsales Account records. Facility name becomes Account Name; address maps to Billing Address fields. These Accounts are used as lookups when program classes reference a specific physical location. Each facility Account also stores capacity and contact details, enabling your team to view resource availability alongside program Deals.

Each Digital Signup registration becomes a Freshsales Deal. The program or class name maps to Deal Name; fee_amount maps to Amount; payment_status maps to a custom Payment_Status__c field. Deal Stage is set based on payment_status: 'Paid' = Closed Won, 'Pending' = Negotiation/Review, 'Refunded' = Closed Lost.

Waitlisted registrations become Freshsales Deals with a custom Waitlist__c checkbox set to true. Stage defaults to a pre-registration stage so your team can track intent-to-enroll separately from confirmed registrations. The Deal's intent status is visible in pipeline reports, allowing managers to prioritize outreach and allocate capacity based on waitlist demand.

Digital Signup payment records require a custom Invoice object in Freshsales (Enterprise tier) or are stored as custom fields on the Deal. Fee_amount and payment_method map to custom fields; payment_history is stored as a note attachment on the Deal for audit trail purposes.

Signed waivers and policy acceptances are stored as Note attachments on the Contact record. A Waiver_Signed__c checkbox and Waiver_Date__c custom field capture the key compliance data. Full waiver text is preserved in the note body. If waivers include signatures captured as images, those image files are attached as Files linked to the Contact for full audit retrieval.

Digital Signup users (administrators, instructors, program coordinators) resolve by email match to Freshsales Users. Unmatched users are flagged before migration; your team either creates Freshsales user accounts first or assigns their records to a fallback owner. Instructor records also create Contact records for person-level enrollment data.

File attachments on registrations (birth certificates, insurance cards, medical forms) are downloaded and re-uploaded to Freshsales Files linked to the corresponding Contact or Deal record. File size limits apply — files over 25MB are flagged for chunked upload or alternative storage.