Skip to content
Verbial
Migrate from Salesforce

Migrate from Salesforce to Verbial

Move Accounts, Contacts and Opportunities from Salesforce reports or exports into Verbial with mapping, dry run and rollback.

Export Accounts, Contacts and Opportunities from Salesforce (a report or Data Export) and upload them to Verbial's migration hub. Verbial recognises Salesforce's field labels, maps Opportunity stages to your pipeline, keeps Salesforce ids for de-duplication, and previews the whole import before writing.

Start free and import
What comes across

From Salesforce

  • Accounts with industry, employees, revenue and billing address
  • Contacts with title, phones and account links
  • Opportunities with stage, amount, close date and probability
How it works

Six steps, one afternoon

  1. 1Create your Verbial workspace and run the setup wizard (five minutes).
  2. 2Open Settings → Migrate and pick the tool. Paste an API token or upload the export files.
  3. 3Accept the suggested field mapping; change anything it guessed wrong.
  4. 4Run the dry run: what will be created, updated or skipped, with every problem row.
  5. 5Run the import. Owners are matched by email; duplicates are matched by domain and email.
  6. 6Keep the old tool read-only for a month. Roll back with one click if anything looks wrong.

Frequently asked questions

Do you support the Salesforce API?
File import is supported today; a direct API connector is on the roadmap. Most agencies export once and import once.
From HubSpot →From Pipedrive →From Close →From Zoho CRM →

Leave Salesforce without leaving your history.

Dry run first. Roll back with one click. Keep the old tool read-only for a cycle.

Start your free trialSee pricing