Migrate your Vendasta data

Accounts represent the SMB businesses that partners manage through Vendasta. The account schema includes standard fields (name, address, contact info) and is stable across API versions. We map Accounts directly to the destination CRM's Company/Account object and preserve custom fields on each account record.

Contacts are tied to Accounts and carry partner-specific custom fields. The contact schema includes name, email, phone, and lifecycle-stage data. We map contacts to the destination CRM's Contact object and handle any partner-specific custom field extensions via field-level transformation.

Orders are created when a partner activates a product or service for an SMB account. The order schema includes line items, pricing, status, and custom fields. We extract all historical orders and map them to the destination CRM's Opportunity or Deal object, preserving order totals and associated account links.

Subscriptions represent recurring billing relationships tied to active product activations. Vendasta replaced 'bill by active' with a formal Subscription object. We migrate subscription records with billing frequency, next invoice date, and associated account, mapping them to the destination CRM's equivalent recurring billing or subscription object.

Invoices are generated from subscriptions or created manually and include tax rates, discounts, and payment status. We export invoice records including line items, amounts, and due dates, mapping them to the destination system's invoice or billing record object.

Partners can define custom fields on both Accounts and Orders via the Custom Fields API. These fields are partner-specific and may not have equivalents in the destination CRM. We identify all custom fields during discovery, create matching properties in the destination system where possible, and apply value mappings for enumerated fields.

Vendasta's automation module supports triggers based on email campaigns, product adoption, and upsell opportunities. Workflow definitions include steps, conditions, and actions. We map workflow logic to the destination CRM's automation or workflow feature, noting that complex conditional branches may require manual reconstruction.

Marketplace products are third-party services that partners resell to SMBs (listings, reputation, SEO, advertising tools). Product definitions include pricing tiers, activation requirements, and fulfillment forms. We extract active product activations per account as order line items and map them to the destination system's product or service catalog.

Snapshot reports provide SMBs with an automated assessment of their online presence across listings, reviews, and social channels. These are report artifacts rather than transactional records. We extract the most recent snapshot score and key metrics per account, mapping them to custom fields or notes in the destination CRM.

AI Employees are Vendasta's proprietary agentic AI feature that automates marketing, sales, and operations tasks within the platform. There is no standard schema for AI Employees outside Vendasta, and no equivalent object in conventional CRM systems. We do not migrate AI Employees; instead, we document which workflows they automate so the customer can manually recreate or replace them post-migration.