Migration guide

How to migrate from Salesforce to SuiteCRM

Contacts and deals migrate reasonably well via CSV; what almost always gets lost is activity history (calls, logged emails) and marketing automations.

1. 1

   Export contacts, companies and deals from Salesforce

   Export each object (contacts, accounts, deals/opportunities) separately to CSV, including each record's unique identifier so you can re-link them afterward.

2. 2

   Set up the pipeline in SuiteCRM before importing

   Create the same sales pipeline stages and custom fields in SuiteCRM that you used in Salesforce — if they don't exist at import time, that data will be lost or dumped into a generic field.

3. 3

   Import and link the relationships

   Import companies first, then contacts, then deals last, using the unique identifier so SuiteCRM links each deal to its correct contact and company.

4. 4

   Recreate marketing/sales automations

   Email sequences and auto-assignment rules don't migrate — document what you use in Salesforce and recreate them manually in SuiteCRM.

These steps are a general guideline — the exact export menu can vary depending on Salesforce's plan and version.