Migrate from Salesforce to Automo
Import your CSV from Salesforce. Contacts and companies only. Drop the export here. After sign-up it opens in the CRM importer.
What moves across
- Contact rows from a Salesforce CSV export: name, email, phone, title
- Account rows exported as a company CSV: name, domain, industry
- The column mapping shown before you create an account
What does not
- Deals, notes, pipelines and history. A CSV cannot carry those
- Reports, list views and Salesforce automation
- Anything still only in Salesforce that you did not export
Export from Salesforce
- In Salesforce open Contacts or Accounts, then Export, and download a CSV
- Drop that CSV here. It stays in this browser
- Create a free Automo account. The file opens in the CRM importer
Questions about moving from Salesforce
Does this copy my Salesforce org?
No. Import your CSV from Salesforce. Contacts and companies only. Deals, notes and pipelines do not come from a CSV.
Which Salesforce export should I use?
A Contacts or Accounts CSV. Reports that are not a contact or company table will not map cleanly.
Is the file uploaded?
Not before you create an account. The preview runs on your device.
Where does it land after sign-up?
In the CRM importer, with columns mapped so you can import contacts or companies.
