Migrate from Wealthengine to Freshsales

WealthEngine Individual Profile maps 1:1 to Freshsales Contact. Email, phone, name, and address from the WE lookup populate standard Contact fields. Wealth attributes attach as custom fields on the Contact record. Where the prospect has not yet been converted from a Lead in Freshsales, the Individual Profile maps to the Lead object first, with field mapping for WE attributes on the Lead.

If the enriched profile corresponds to a Freshsales Lead (not yet a Contact), the WealthEngine Individual Profile maps to the Lead object. The same custom fields (net worth, propensity score, etc.) apply on Lead. Upon Lead conversion in Freshsales, these custom fields can be mapped to corresponding Contact fields using Freshsales's lead-conversion field mapping tool.

WealthEngine Organization Profile maps to Freshsales Account. Business name, industry, employee count, and annual revenue populate standard Account fields. Organization-level wealth attributes (business ownership indicators, foundation affiliations) attach as custom fields on the Account. Each enriched Individual Profile is linked to its corresponding Account via the Account lookup on the Contact record.

WealthEngine's Score Card aggregates RFM (Recency, Frequency, Monetary), Inclination: Giving, Inclination: Affiliation, Influence, and Planned Giving indicators into one composite response. We split this into individual custom fields on Contact: RFM_Score__c, Inclination_Giving__c, Inclination_Affiliation__c, Influence__c, Planned_Giving__c. The raw JSON blob is preserved in Score_Card_Raw__c for audit reference.

Net worth is stored as a currency field on the Contact. WealthEngine returns estimated ranges and point estimates — point estimates are stored directly; range values are stored as formatted text with the range bounds preserved. Precision is limited to WealthEngine's reported granularity (typically nearest $10k or $100k).

Estimated Income migrates as a currency field on Contact. Income bands from WealthEngine (e.g. '<$50k', '$50k-$100k') are stored as formatted text; point-estimate income is stored numerically. This field enables income-based segmentation in Freshsales reports, powers tiered lead scoring, and can be referenced in workflow conditions to route prospects into appropriate sales sequences or appeal campaigns. It also supports dashboard visualizations of donor capacity across the pipeline.

Real estate ownership, property count, and estimated value are consolidated into a formatted text field. If WealthEngine returns structured real estate records (multiple properties), these are stored as a JSON array in the custom field and can be parsed in Freshsales reports or via a supporting app.

Business ownership flags, stock holdings, and executive board positions are consolidated into a multi-value text field. For executive board positions, the organization is linked via the Contact's Account lookup. Stock holding values are stored as a separate currency field if numeric.

Estimated annual donations and giving capacity ratings migrate as custom fields on Contact. Gift_Capacity_Rating__c is a pick-list matching WealthEngine's rating scale. Estimated_Annual_Donations__c is a currency field. These fields feed into Freshsales deal qualification, appeal segmentation, and custom scoring rules to prioritize high-capacity donors. They also drive targeted campaign workflows, such as routing prospects to major-gift teams, and can be visualized in Freshsales dashboards to monitor fundraising pipeline health.

WealthEngine's P2G score is a 0–100 numeric score predicting charitable giving likelihood. Migrates as a Number field on Contact. This can be used in Freshsales's custom scoring rules, workflow conditions, or Freddy AI lead scoring as a manual override signal.

Three metadata fields are attached to every Contact: Source_System_ID__c stores the WealthEngine profile ID for traceability and delta-run de-duplication; Last_Enriched__c is a datetime field capturing when WealthEngine last returned a match; Match_Confidence__c stores WealthEngine's confidence score (percent) for the lookup result. These ensure data provenance is visible directly on the Freshsales record.

WealthEngine batch exports arrive as CSV files or API response JSON — neither matches Freshsales's import format directly. FlitStack AI transforms the export schema into Freshsales-compatible CSV with column headers matching Freshsales field API names, creates custom fields on Freshsales before import, and ingests via the Freshsales API respecting per-plan rate limits (1000/hr on Growth, 2000/hr on Pro, 5000/hr on Enterprise).

WealthEngine's propensity models, RFM calculations, and segmentation workflows are built on WE's proprietary scoring engine. These do not have a structural equivalent in Freshsales and cannot be exported as data. They must be rebuilt as Freshsales custom scoring fields, workflow conditions, or Freddy AI scoring rules post-migration. FlitStack AI exports WealthEngine workflow definitions as reference documentation for the rebuild.