Migrate from GENIEE to Freshsales

GENIEE SFA/CRM Contacts map directly to Freshsales Contact records. Japanese field labels (company name, phone, email, region) are discovered during scoping with machine-assisted translation and mapped to Freshsales standard fields (name, email, phone, address components). Custom fields on Contacts migrate to Freshsales custom fields scoped to the Contact object. Owner assignment (geniee_owner_id) resolves to Freshsales Owner via email lookup; any unmatched owner is flagged in a reconciliation report before import.

GENIEE Account records map to Freshsales Account. The company domain and regional address fields map to Freshsales Account name, website, and address fields. Japanese regional conventions (prefecture, city) map to the address compound field. We preserve the GENIEE account type and industry tags as Freshsales custom fields or tags depending on the customer's tagging strategy chosen during scoping.

GENIEE pipeline opportunities map to Freshsales Deal records. Stage names, probabilities, and deal value migrate directly. We configure Freshsales deal pipelines (one or multiple depending on the destination plan) to match the GENIEE stage structure before migration, setting StageProbability percentages from GENIEE stage data. Closed-won and closed-lost reasons from GENIEE custom fields migrate to Freshsales custom deal fields.

GENIEE MA campaigns map to Freshsales Campaign records. Campaign attribution data (UTM source, medium, campaign name) stored per Contact in GENIEE migrates as Campaign custom fields or tag associations on the Freshsales Campaign. Campaign links to Contacts migrate as Campaign Member records with Status mapped from GENIEE campaign membership.

GENIEE DSP campaign metadata (budget, targeting parameters, flight dates, ad formats, creative IDs, bid strategy type) has no standard Freshsales equivalent. We export this data as a custom module DSP_Campaign__c created in the destination Freshsales account during the schema design phase. DSP campaigns are not linked to Freshsales standard objects via foreign key; they are stored as reference records with a custom field linking the DSP advertiser company name to the corresponding Freshsales Account for cross-referencing.

SSP publisher inventory data (slot IDs, floor prices, telco/mobile/desktop classification, publisher domain) does not map to Freshsales standard CRM objects. We export this as a second custom module Publisher_Inventory__c if the customer requires the data in Freshsales for reference. This is an optional scope item confirmed during discovery because SSP data is not a CRM record type.

GENIEE SFA/CRM Users (owners assigned to Contacts, Accounts, and Deals) map to Freshsales Users resolved by email. Role and team assignment data migrates to Freshsales Role andTerritory where applicable. Any GENIEE Owner without a matching Freshsales User is held in a reconciliation queue; the customer provisions missing Users before record import resumes.

Files attached to Contacts, Accounts, and Deals in GENIEE SFA/CRM are exported as binary blobs and re-uploaded to Freshsales attached to the corresponding record. File name, original file type, and upload timestamp are preserved. Large files (over tenant-specific limits) are flagged in a pre-migration audit for manual review.

GENIEE tags on Contacts and Accounts migrate to Freshsales Tags. Tag vocabulary is tenant-defined in GENIEE and migrates as-is. We preserve the full tag set in a staging table during scoping so the customer can choose to consolidate, rename, or drop tags before final import. Tags that reference GENIEE-specific taxonomy (AdTech SSP terms) are flagged for manual review.

GENIEE tenant-specific custom fields on Contacts and Accounts migrate to Freshsales custom fields scoped to the respective object. Field type conversion is handled at migration time: GENIEE text fields map to Freshsales text, numeric fields map to number, date fields map to date. Picklist-style fields in GENIEE map to Freshsales dropdown fields with value sets defined from the GENIEE vocabulary.