> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Migrate from Salesforce

> Step-by-step guide to migrating contacts, accounts, opportunities, and workflows from Salesforce to HoopAI.

This guide covers migrating your Salesforce CRM data — contacts, accounts, opportunities, and automation — to HoopAI.

***

## 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

<Steps>
  <Step title="Export contacts and leads">
    In Salesforce, go to **Setup → Data Export** or create a report with all contact/lead fields. Export as CSV.
  </Step>

  <Step title="Export accounts">
    Create a report of all accounts with relevant fields and export as CSV.
  </Step>

  <Step title="Export opportunities">
    Create an opportunity report including stage, amount, close date, and associated contact. Export as CSV.
  </Step>

  <Step title="Prepare custom fields in HoopAI">
    Review your Salesforce custom fields and create matching fields in **Settings → Custom Fields** before importing.
  </Step>

  <Step title="Set up pipelines">
    Create pipelines in **Opportunities → Pipelines** matching your Salesforce opportunity stages.
  </Step>

  <Step title="Import contacts">
    Import your contacts CSV into **Contacts → Import**. Map Salesforce fields to HoopAI fields. Salesforce field names may differ — map carefully.
  </Step>

  <Step title="Import accounts as businesses">
    Import account data as Business records, linking them to the appropriate contacts.
  </Step>

  <Step title="Create opportunities">
    Import or manually create opportunities in the correct pipelines and stages.
  </Step>

  <Step title="Rebuild automations">
    Recreate Salesforce Flows and Process Builder automations as HoopAI workflows. Map triggers and actions to their HoopAI equivalents.
  </Step>

  <Step title="Set up email and phone">
    Configure your dedicated email domain and phone numbers in HoopAI settings.
  </Step>
</Steps>

***

## 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

<AccordionGroup>
  <Accordion title="Salesforce record types have no direct equivalent">
    Use tags or custom dropdown fields to categorize contacts by type (Customer, Prospect, Partner).
  </Accordion>

  <Accordion title="Lookup relationships lost">
    Salesforce relationships between objects need to be re-established manually using HoopAI associations and linked opportunities.
  </Accordion>

  <Accordion title="Large data volumes">
    Salesforce orgs with 100K+ records should import in batches. Split CSVs by record type or date range.
  </Accordion>
</AccordionGroup>