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Migration Guide

Migrating from Salesforce to SalesOS

Complete your Salesforce migration in 30-45 minutes with our step-by-step guide

30-45min

Average migration time

95%+

Auto-mapping accuracy

4 Steps

Simple migration process

What You Can Migrate

Leads

All lead data including custom fields

Contacts

Contact records with account relationships

Accounts

Company records with full address data

Opportunities

Sales pipeline and deal information

1

Export Your Data from Salesforce

Leads & Contacts Export

  1. 1.

    Go to Setup → Data → Data Export

  2. 2.

    Click "Export Now" or schedule a weekly export

  3. 3.

    Select the objects you want to export:

    • Leads
    • Contacts
    • Accounts
    • Opportunities
  4. 4.

    Click "Start Export"

    You'll receive an email when your export is ready (usually within 30 minutes)

  5. 5.

    Download the ZIP file and extract the CSV files

Pro Tip

Export all objects at once to maintain relationships between records (e.g., Contacts linked to Accounts)

2

Prepare Your CSV Files

Salesforce exports are typically ready to import directly into SalesOS. Here's what to expect:

Lead.csv

Contains: FirstName, LastName, Email, Phone, Company, Title, Status, etc.

Contact.csv

Contains: FirstName, LastName, Email, AccountId, Title, Department, etc.

Account.csv

Contains: Name, Industry, Website, Phone, BillingStreet, BillingCity, etc.

Opportunity.csv

Contains: Name, StageName, Amount, CloseDate, AccountId, Probability, etc.

3

Import to SalesOS

  1. 1.

    Go to Settings → Migration in SalesOS

  2. 2.

    Select "Salesforce" as your source CRM

  3. 3.

    Choose the entity type (Leads, Contacts, Accounts, or Opportunities)

  4. 4.

    Upload your CSV file

  5. 5.

    Review the AI-suggested field mappings (typically 95%+ accurate for Salesforce)

  6. 6.

    Click "Start Import" and wait for completion

Start Migration
4

Common Issues & Solutions

"Some records failed to import"

This usually happens when required fields are missing or data format is incorrect.

Solution: Download the error report, fix the issues in your CSV, and re-import just the failed records.

"Account relationships aren't preserved"

Import Accounts first, then Contacts and Opportunities.

Recommended order: 1. Accounts → 2. Contacts → 3. Leads → 4. Opportunities

"Custom fields not importing"

Custom fields need to be manually mapped during the import process.

Solution: In the field mapping step, manually assign your custom Salesforce fields to SalesOS fields or create new custom fields.

Need Migration Assistance?

Our migration specialists are here to help you move your data safely and quickly.

Contact Migration Support