Migrate your FranConnect data

Leads represent prospective franchisees entering the development pipeline. We migrate Leads with status, source categories, owner assignments, and associated drip campaign configurations via FranConnect's REST API using standard field mapping.

Contacts cover both franchisor staff and franchisee representatives. Standard contact fields (name, email, phone, address) migrate cleanly. Custom contact properties are mapped individually during the field-mapping phase.

Units represent operational franchise locations. We map unit records including address, status, owner assignment, and custom site-level fields. Multi-unit hierarchies may require flattening or parent-child reconstruction depending on the destination schema.

Franchisees are the individuals or entities operating units. FranConnect stores franchisee records with associated agreements, territories, and ownership stakes. Value mapping is required for franchisee status codes and relationship types between Franchisor and Franchisee objects.

Territories define geographic boundaries tied to franchise agreements. We migrate territory records including geographic definitions, associated units, and exclusivity flags. Coordinate or polygon data is preserved as-is where documented.

Tasks and checklists are used for opening procedures, compliance workflows, and operational SOPs. Task groups, dependencies, mandatory/optional flags, and reminder schedules are mapped. We do not replicate the full checklist UI rendering — only task data and status.

Site Visit records track inspections, audits, and compliance visits at units. We migrate visit summaries, completion statuses, scoring data, and response analysis from the Operate module. Audit charts and leaderboard visualizations are not transferred — raw score data is preserved.

Royalty Mgr stores financial records including invoices, payments, and royalty calculations tied to units and franchisee agreements. We extract the financial ledger entries and map them to the destination's accounting or AP/AR objects, flagging currency and fee structure differences.

Training module tracks learning completion, certifications, and course progress for franchisee employees. We migrate training enrollment records and completion status. LMS-specific metadata (quiz scores, course hierarchies) may require supplementary export handling.

FranConnect stores documents linked to Leads, Units, Franchisees, and Tasks. We extract document metadata and URLs where accessible. File binary transfers are handled separately via FranConnect's document management export where supported.

Marketing automation within FranConnect includes drip campaigns linked to Leads and Contacts. Campaign membership and sequence step statuses migrate; active campaign logic is represented as lead properties rather than workflow automation recreated in the destination.

FranConnect's BI module generates visualizations, dashboards, and franchise performance reports. These are platform-rendered artifacts that do not export as raw data. We migrate the underlying data (KPIs, metrics, audit scores) but not the report configurations themselves.

The Support module stores Trouble Tickets tied to franchisee users. We extract ticket records including status, department assignments, conversations, and resolution notes. Custom ticket field mappings are applied during the migration scoping phase.