Migrate from Promio to Salesforce Sales Cloud

Promio Lead records map directly to Salesforce Lead. Source attribution fields (utm_source, utm_medium, utm_campaign), call-tracking metadata (call duration, disposition, recording URL where available in export), and lead creation timestamp migrate to Salesforce Lead fields. We flag any Lead records with Promio campaign IDs for Campaign Influence mapping during the Campaign phase. The migration user must have Lead Create and Edit permissions and any required field-level security grants before import.

Promio's Customer is a hybrid record that combines company-level and person-level data. We split it during extraction: company name and address fields map to Salesforce Account; individual contact name, email, phone, and role fields map to Salesforce Contact linked to the Account. Promio lifecycle stages (New, Active, At-Risk, Lapsed, Lost) migrate as a custom picklist field promio_lifecycle_stage__c on Contact for post-migration segmentation and reporting.

Promio's five lifecycle stage values (New, Active, At-Risk, Lapsed, Lost) are custom properties on the Customer record. We create a custom picklist field promio_lifecycle_stage__c on Contact with all five values, preserving the original Promio label for audit and historical accuracy. This field is not a native Salesforce lifecycle tracker; the customer's admin rebuilds any automation dependent on lifecycle stage changes in Salesforce Flow post-migration.

Promio Campaign records map to Salesforce Campaign. Campaign name, start and end dates, budget, and status migrate to Salesforce Campaign fields. Promio's bundled ad channel data (Google Ads, Bing Ads spend) migrates as custom numeric fields on the Salesforce Campaign record because Salesforce's native budget fields track campaign budget rather than actual spend. We flag any Campaign linked to Promio's managed ad layer for independent rebuild in Google Ads and Bing.

Promio's revenue-attribution reporting layer (impressions, clicks, spend, conversions, revenue attributed per campaign) migrates as custom fields on the Salesforce Campaign object. We map promio_spend__c, promio_revenue__c, promio_roas__c, and promio_conversions__c as custom currency and number fields. These custom fields support the reporting continuity that customers expect when leaving Promio's attribution dashboard.

Promio Lead-to-Campaign associations (which campaign source produced which lead) migrate to Salesforce CampaignMember records linking the Lead to the Campaign. We resolve the Lead ID and Campaign ID at migration time using the Promio lead ID to Salesforce Lead ID cross-reference table generated during the Lead phase.

Promio's linked Google Ads and Bing Ads credentials are stored in Promio's managed-service layer and are not accessible via data export. We document the current campaign structure, budget allocations, campaign names, and ad group names in a separate configuration artifact delivered with the migration package. The customer's Google Ads and Bing account owner must independently re-grant access to those accounts outside of Promio post-migration.

Promio aggregates review monitoring data (overall rating score, review site links, reputation trend) from third-party aggregators into the Customer record. We extract the aggregated rating and review URL as custom fields on the Salesforce Contact (promio_review_rating__c as number, promio_review_url__c as URL). This preserves reputation intelligence in the CRM even though the review monitoring tool itself may require a separate replacement.

Promio allows custom fields on Lead records tied to campaign attribution and lead scoring. We inspect exported CSV headers during the extraction phase to discover all custom property names, then create matching custom fields on the Salesforce Lead object. Field type mapping follows Salesforce conventions: text to Text, numbers to Number, dates to Date. Custom field names receive a promio_ prefix to avoid collision with standard Salesforce fields.

Promio custom properties on Customer records map to custom fields on either Contact or Account depending on whether the property describes a person or an organization. We make this determination per field during the discovery phase. As with Lead custom fields, we use the promio_ prefix and set field-level security for the migration user before import.

Promio team members referenced on Lead, Customer, and Campaign records map to Salesforce User records by email address match. We extract all distinct owner email addresses from Promio's export and match against the destination Salesforce org's User table. Any Promio owner without a matching Salesforce User goes to a reconciliation queue; the customer's admin provisions the missing User before record import continues.

Promio call-tracking stores audio recordings on Promio's own hosting infrastructure and does not include audio files in CSV exports. We do not migrate call recordings. As a pre-flight checklist item, we instruct customers to download all required call recordings directly from Promio's interface before the migration cutover date. We deliver a call recording inventory list (Promio recording IDs, associated Lead or Customer IDs, and recording URLs) as a migration artifact so the customer can re-upload recordings to their chosen Salesforce-compatible telephony provider post-migration.

Promio landing pages are served from promio.com subdomains and are not exportable as portable HTML or redirect-configurable assets. We inventory all active landing pages during scoping (URL, associated campaign, form fields used) and deliver a page-by-page rebuild requirements list as a migration artifact. The customer's web team or a Salesforce partner rebuilds the pages in the destination platform or on the customer's own website domain post-migration.