What transfers
| Data | Transferable? | Method |
|---|---|---|
| Contacts/Leads | Yes | Data Export/Report → CSV import |
| Accounts | Yes | CSV → Business records |
| Opportunities | Partial | CSV → manual pipeline setup |
| Custom objects/fields | Partial | Recreate as custom fields |
| Reports | No | Export as CSV for reference |
| Flows/Process Builder | No | Rebuild as HoopAI workflows |
| Email templates | No | Rebuild in HoopAI |
| Files/attachments | Yes | Download and re-upload |
| Campaign history | No | Export for reference |
Migration steps
Export contacts and leads
In Salesforce, go to Setup → Data Export or create a report with all contact/lead fields. Export as CSV.
Export opportunities
Create an opportunity report including stage, amount, close date, and associated contact. Export as CSV.
Prepare custom fields in HoopAI
Review your Salesforce custom fields and create matching fields in Settings → Custom Fields before importing.
Set up pipelines
Create pipelines in Opportunities → Pipelines matching your Salesforce opportunity stages.
Import contacts
Import your contacts CSV into Contacts → Import. Map Salesforce fields to HoopAI fields. Salesforce field names may differ — map carefully.
Import accounts as businesses
Import account data as Business records, linking them to the appropriate contacts.
Rebuild automations
Recreate Salesforce Flows and Process Builder automations as HoopAI workflows. Map triggers and actions to their HoopAI equivalents.
Post-migration checklist
- Contacts and leads imported with all fields mapped
- Accounts imported as Business records
- Pipelines recreated with matching stages
- Opportunities placed in correct stages
- Custom fields created and populated
- Workflows rebuilt to replicate Salesforce automation
- Email authentication configured
- User roles and permissions set up
- Salesforce integrations decommissioned
Common issues
Salesforce record types have no direct equivalent
Salesforce record types have no direct equivalent
Use tags or custom dropdown fields to categorize contacts by type (Customer, Prospect, Partner).
Lookup relationships lost
Lookup relationships lost
Salesforce relationships between objects need to be re-established manually using HoopAI associations and linked opportunities.
Large data volumes
Large data volumes
Salesforce orgs with 100K+ records should import in batches. Split CSVs by record type or date range.