Migrate your MarketSharp data

Leads are the primary entry point for new inquiries in MarketSharp. We export all standard lead fields, source attribution, and status history. Custom Lead Fields configured per installation are captured and mapped to the destination CRM's equivalent contact or lead properties.

Contacts represent existing customers with project history. We map the full contact record including company affiliation, phone, email, address, and any linked project references. Lifecycle stage transitions are preserved as date-stamped activity records.

Appointments link a lead or contact to a scheduled date, salesperson, product, crew, and outcome. We export the full appointment record including result status, assigned salesperson, and associated product or project type.

Jobs are the core project records in MarketSharp, capturing scope, crew, timeline, and outcome. We map job records to the destination CRM's project or deal objects, preserving linked contact and appointment references where the schema supports it.

MarketSharp uses 'Jobs' as the primary project object. Where customers also use a separate Project or estimate object, we consolidate these into a single destination record and preserve the relationship to the originating job record via a custom reference field.

Custom Lead Fields are per-installation configurations that capture trade-specific data like permit types, product categories, or crew assignments. We export them as flat key-value pairs and map them to destination custom fields; any unsupported field types are flagged for manual rebuild.

Divisions segment data by branch or region in larger contractor organizations. We export division assignments on Leads, Contacts, and Jobs and map them to the destination's team, region, or custom division field.

Users represent salespeople and staff with login access. We export user records including name, email, and division assignment. In migrations to other CRMs, we create corresponding user or contact records and re-link any appointment or job assignments.

Activity history tracks calls, emails, meetings, and notes tied to a lead or contact. We export the full activity timeline in chronological order, mapping activity types to the destination CRM's native activity or engagement objects.

MarketSharp integrates with documentation tools for site photos and job files. We export available document references and file attachments linked to Jobs and Contacts. Full file export is subject to the source system's storage limits and the destination's attachment handling.

Lead Sources track how a prospect entered the pipeline (e.g., referral, website, ad campaign). We export the full lead source taxonomy and map source names to the destination CRM's equivalent tracking field, preserving attribution data for reporting continuity.

Estimates are tied to Jobs and capture pricing, line items, and proposal status. We export estimate records and their line items, mapping them to the destination's quote, estimate, or deal-line-item objects depending on the target schema.