Phoenix - Your AI AssistantMove your data from Excel or another CRM into Salesforce
Delivery in
4 days
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What you get with this Offer
Moving to Salesforce but your customers are still in Excel, Google Sheets or another CRM? I will move your data into Salesforce cleanly, so nothing is lost, nothing is duplicated and everything is linked the right way.
Perfect for companies switching from spreadsheets, HubSpot, Zoho, Pipedrive or an old CRM, or cleaning up a messy Salesforce.
This offer includes:
Up to 10,000 records across accounts, contacts, leads and opportunities
Data from Excel, Google Sheets, CSV or another CRM export
Field mapping sheet that you approve before anything is imported
Duplicates found and merged before the import
Accounts, contacts and deals linked correctly
Owners, dates, notes and custom fields kept
Test import of a small batch first, then the full load
Before and after record counts so you can see nothing is missing
Using Salesforce Data Loader or Data Import Wizard, depending on your data.
Need more records, attachments, history or custom objects? Add them as add ons.
Certified Salesforce Developer who also works as your Salesforce Administrator and Salesforce Consultant, with real Salesforce CRM, Salesforce data migration and Salesforce implementation projects.
Perfect for companies switching from spreadsheets, HubSpot, Zoho, Pipedrive or an old CRM, or cleaning up a messy Salesforce.
This offer includes:
Up to 10,000 records across accounts, contacts, leads and opportunities
Data from Excel, Google Sheets, CSV or another CRM export
Field mapping sheet that you approve before anything is imported
Duplicates found and merged before the import
Accounts, contacts and deals linked correctly
Owners, dates, notes and custom fields kept
Test import of a small batch first, then the full load
Before and after record counts so you can see nothing is missing
Using Salesforce Data Loader or Data Import Wizard, depending on your data.
Need more records, attachments, history or custom objects? Add them as add ons.
Certified Salesforce Developer who also works as your Salesforce Administrator and Salesforce Consultant, with real Salesforce CRM, Salesforce data migration and Salesforce implementation projects.
What the Freelancer needs to start the work
1 - Your data files (Excel, Google Sheets, CSV) or the name of the CRM you are moving from.
2 - Roughly how many records you have and which types (accounts, contacts, deals).
3 - Any fields or history that must not be lost.
4 - Salesforce access with System Administrator rights, or a user created for me.