Quick guide to import
What can be imported from Salesforce?
Contacts: Imported into Genesy as Leads.
Leads: Also imported into Genesy as Leads.
Accounts: Imported into Genesy as Companies.
🚨 Note: You can only import either contacts or leads, not both.
What can be exported from Genesy?
Contacts: Exported to Salesforce as Contacts or Leads (one or the other).
Companies: Exported to Salesforce as Accounts.
⚙️ Import Configuration
The import involves mapping Contact/Company fields in Salesforce to be displayed in Genesy.
➡️ Default Mapped Fields
Companies
Field Name in Genesy | Field Name in Salesforce |
name | name |
Website | website |
Domain | domain |
Street Address | address |
City | city |
Country | country |
Description | description |
Year founded | founded_year |
Industry | industry |
Leads
Field Name in Genesy | Property Name in Salesforce |
First Name | firstname |
Last Name | lastname |
Professional email | |
Mobile Phone | phone |
Job title | jobtitle |
Lead Country | country |
➡️ How to Map Other Fields
1️⃣ Go to Contacts/Companies.
2️⃣ Hover between two column headers and click “+” > New CRM field.
3️⃣ Set up the options in the pop-up:
Entity (only for Leads): Object to be mapped.
Name: Field name in Genesy.
CRM Mapping: Salesforce property to map to.
Toggle “Map to field”: Enable if you want to move values to a specific field in Genesy.
📤 Export Configuration
To integrate Genesy with SalesForce, go to the Integrations page on the left menu, and click on the SalesForce box.
1️⃣ Input / Sync Mapping
Contact identifier: select the fields to compare between Genesy and SalesForce to see if a contact in Genesy already exists in SalesForce as a Contact.
Lead identifier: select the fields to compare between Genesy and Salesforce to see if a contact in Genesy already exists in Salesforce as a contact.
Company identifier: select the fields to compare between Genesy and Salesforce to see if a company in Genesy already exists in Salesforce as an Account.
2️⃣ Export Mapping
Settings to select the fields to be exported from Genesy to Salesforce for contacts and companies.
Genesy Fields
Here we will indicate all the Genesy fields we want to export for the contacts / companies, and which property should be updated in Salesforce accordingly:
For each field you have the Overwrite option.
Fixed Fields
Select here the Salesforce properties you want to update with a fixed value when exporting contacts or companies from Genesy.
Example: leadorigin = Genesy
Export Fields
Select here the Salesforce properties that you want to update when exporting contacts or companies from Genesy, but whose value is neither fixed nor depends on a Genesy field, but you want to choose it when exporting.
Engagement Fields
Select here the Salesforce properties that you want to update with a fixed value, only if the contact or company in question has participated in a campaign in Genesy.
This field is used to see if a contact or company has been contacted in Genesy or not. If it has been contacted, it will be filled with the indicated value. If it has not been contacted, it will remain empty
Example: engaged_by_genesy = Yes
Example: engaged_by_genesy = Yes
3️⃣ Campaign Mapping
The following data of the campaigns in which the contacts participate can be exported to Sales Force:
Campaign Sequence Details: sequence description
Campaign Engagement Status: step of the sequence in which the contact is located
Campaign Opens: times the email has been opened
Campaign Clicks: times the email has been clicked on
Campaign Open Analysis: whether the email was opened or not, and if so, which message
Campaign Click Analysis: Whether or not the email was clicked, and if so, on which message
Campaign Reply Analysis: Whether or not the email has been replied to, and if so, to which message.
To synchronise them, you need to create properties in Salesforce
4️⃣ User Mapping
Identities mapping: matches identities between Genesy and Salesforce to ensure that campaign activity is correctly synchronised in the CRM.
Users mapping: assigns a default owner for when we export from Genesy to Salesforce.
Default user: If during the synchronisation process between Genesy and Salesforce a specific mapping has not been configured for a user, or if the system does not find a match in SalesForce the platform will automatically assign a default user to prevent them from being left without an owner in the CRM.