ConvertSalesForce.Com
Data Conversion

Supporting the users of SalesForce.comŽ

We can convert data from any major contact manager
or in-house system in to SalesForce.com

We can also convert the data between the SalesForce.com web-based format and any local database format.

Then you can clean up, sort, search, modify, and analyze your data. You can convert it to other formats or upload back to SalesForce.com.

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Data Conversion Matrix
Standard Prices

The basic idea among contact management systems is the same. But the tables used vary quite a bit. For example, in Salesforce, the Email address is in the same table as the Contact's name and address. But in Goldmine, the Email addresses are in a different table, along with Supplemental addresses. In Salesforce, the Notes are in a different table, while in Goldmine, they are in the same table as the Contact's name. We take care of such variations beforehand, so import is possible, and easy.

We Can Convert From the following CRM Systems, and more

Access

ACT!

CRM
Microsoft

FileMaker

Goldmine

GroupWise

HubSpot

LotusNotes

Maximizer

NetSuite

Outlook

SalesLogix

Sharkware

|
TeleMagic

SalesForce Tables to Convert

From Access To SalesForce
From Act To SalesForce
From MSCRM To SalesForce
From FileMaker To SalesForce
From Goldmine To SalesForce
From GroupWise To SalesForce
From HubSpot To SalesForce
From Notes To SalesForce
From Maximizer To SalesForce
From Outlook To SalesForce
From SalesLogix To SalesForce
From Shark To SalesForce
From TeleMagic To SalesForce

Accounts
Account_partners
Cases
Comments
Contacts
Currency
Events
Leads
Notes
Opportunities
Opp_contact_roles
Opp_competitors
Opp_history
Solutions
Tasks
Users

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Salesforce ApEx DataLoader

In previous versions, the Apex Data Loader has been known as the "AppExchange Data Loader" and the "Sforce Data Loader."

Activating the Data Loader is necessary to convert History and Notes.
So tell your SalesForce Rep you will need it activated for at least a few days.
Data Loader requires at least the Professional version of SalesForce.

SForce_connector

AcctCont.QPR - Query program
SalesForce.mdb - Access database format
SalesFox.app - salesforce table viewer

Salesforce.DBC - Database container

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ConvertSalesForce.com

Our technology involves the use of Microsoft FoxPro to assist in getting the data

Cleanup - we can more quickly make "global replace" changes to save you hours of time
Complete Conversions from ACT!, Goldmine, Maximizer, Outlook and other contact databases
Migration to or from Salesforce for special reports

SalesForce.com record (Click to enlarge)

Same record in SalesForceFox (Click to enlarge)

How to download your data from SalesForce.

Use this wizard to import leads from any comma separated values file.

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Note: This wizard imports information into leads. Go to Import My Organization's Data to import contacts and accounts.

Steps to Import Your Organization's Leads

1.	Compare your data to the Lead fields available for import. Create custom lead fields or custom lead picklist values, if needed. Tell me more!
2.	Export your data to a file. Tell me more!
3.	Review your data for accuracy, and make sure you have 1000 or fewer records.
4.	Start the Import Wizard!
* It is recommended that you import a small test file of 5 records before importing all of your data to ensure that you have correctly prepared your import file.