Migrate from IDX Broker to Freshsales

IDX Broker contacts who have not yet been converted to a known client map to Freshsales Leads. All standard contact properties (name, email, phone, address) transfer as Lead fields. The original IDX Broker contact ID is stored as Source_ID__c for traceability.

IDX Broker contacts flagged as 'client' or assigned to a specific agent who has confirmed the relationship migrate as Freshsales Contacts. Contacts are associated to an Account record (typically the contact's brokerage or a personal 'Individual' account) using the Account lookup field.

IDX Broker agent assignments on contacts resolve by email match against Freshsales users. Prior to migration, FlitStack generates an owner-resolution report that lists matched agents, unmatched agents, and the contact count affected. Your team creates Freshsales user accounts for any unmatched agents or designates a fallback owner. No contact migrates without an assigned owner; unresolved contacts temporarily land with the migration service account for post‑migration reassignment.

IDX Broker saved searches (city, price range, beds/baths) have no Freshsales equivalent. We migrate them as a JSON-serialized custom field on the Contact record for reference and, where volume warrants, as a linked Custom Search Object with searchable criteria fields.

Each property a contact viewed or saved in IDX Broker maps to a Freshsales custom Property object (e.g., Property__c) with fields for MLS ID, address, price, beds, baths, status, and listing URL. A junction relationship links Property__c to the originating Contact.

IDX Broker listing objects contain dozens of MLS-sourced fields. We create a Property__c custom object in Freshsales and map listing fields individually — price to Listing_Price__c, MLS ID to MLS_ID__c, status to Listing_Status__c, and so on. The object's label and plural label are configured before data ingestion.

Any custom fields configured in IDX Broker's lead capture forms migrate as Freshsales custom fields on the Lead or Contact object. Field type is preserved — text stays text, pick-list stays pick-list — and Freshsales field-level permissions are configured per your plan.

IDX Broker contact street, city, state, zip, and country fields map directly to Freshsales standard address fields on the Contact or Account record. Each address component is mapped individually, enabling Freshsales' map view, geocoding, territory segmentation, and routing features. Incomplete or inconsistent addresses are flagged during pre‑migration validation for review or enrichment before import.

IDX Broker inquiry records and showing requests are written as Notes on the corresponding Freshsales Contact or Lead, preserving the original timestamp, inquiry details, and source URL. If your team used IDX Broker's internal notes, those migrate as Notes with the original author attributed.

IDX Broker pipeline stages, auto-responder rules, and lead-routing configurations do not have Freshsales equivalents and cannot be exported. FlitStack provides a settings export workbook documenting your current IDX Broker automation logic for your Freshsales admin to rebuild as workflows and sequences.

IDX Broker's MLS listing content is licensed from your MLS board and must remain in IDX Broker or be re-connected to a new IDX provider. Only listing associations tied to specific contacts migrate as custom property records. The MLS feed itself stays with the IDX platform you choose post-migration.