Migrate from Selligent by Marigold to Freshsales

Selligent Individuals (primary contact records) map directly to Freshsales Contacts. The Selligent Individual API exposes standard addressability fields (email, mobile, first_name, last_name) plus custom profile properties. We export all standard fields and custom key-value props, then create the corresponding Freshsales contact fields before import. The Selligent USERID becomes a custom field selligent_user_id__c for audit and cross-reference. Email address serves as the dedupe key during upsert.

Selligent Organizations store company-level data, often as custom properties or relation tags rather than a native parent object in Selligent's Individual API model. We extract organization associations from the Individual record's organization property or tag array, then create Freshsales Accounts before Contact import so that the Account-Contact relationship is satisfied at insert time. Website, phone, and industry fields map where present.

Selligent Action Lists contain LISTID-keyed records with USERID and ACTIONCODE plus custom fields. Each Action List maps to a Freshsales Deal record with the Action List name as the Deal name. Individual membership in an Action List is preserved as a contact tag or a custom multi-select field listing the Action Lists each contact belongs to. Action List-specific custom fields map to Deal custom fields. We resolve the parent Contact reference at migration time.

Selligent Dynamic Segments are defined by behavioral and demographic rules; the segment definitions themselves are not API-exportable. We export the member contacts from each segment and note the segment criteria so the customer can rebuild the logic in Freshsales using contact filters. Segment membership is preserved as contact tags or as values in a custom segmented field. We flag segments with over 1,000 members for manual rebuild priority.

Selligent tags drive personalization and segmentation. We export tag assignments per contact and write them as Freshsales contact tags (using Freshsales' native tag API) or as values in a custom multi-select field depending on the tag count. Tags used for behavioral classification migrate as a separate custom field; tags used for simple label assignment migrate as native tags.

Selligent supports arbitrary custom fields on Individuals and Action Lists, passed as key-value prop arrays without upfront schema registration. Freshsales requires custom fields to be defined before data can be written. We extract the full FieldsDefinition array from Selligent during scoping, generate the corresponding Freshsales field creation API calls, and sequence record imports after field registration completes. Field type mapping: string arrays map to multi-select picklists, dates map to date fields, numerics map to number fields.

Selligent tracks online behavior for anonymous and known visitors. Event data is available via integration endpoints but not as a standalone exportable object. We migrate the most recent event summary (last purchase date, last engagement channel, engagement frequency) as contact-level custom fields on the Individual record. Full behavioral event history (timestamps, event types, session data) is documented as a separate export for manual re-entry or BI tool use.

Campaign history (subject, send date, audience size) can be exported from Selligent. We map campaign engagement (opens, clicks) to Freshsales contact activities stored as notes or custom activity fields on the contact. Full campaign content and design templates do not migrate; we flag them for manual re-upload at Freshsales. The Selligent campaign identifier is preserved for audit.