The mapping workbook is where a migration is really decided. Once it is signed off, the load follows it row by row. Download it below, with every column explained and sample rows. On a free call we walk you through it, filled in for your data.
900+ integrations completed · Salesforce partner · We sign BAAs
How the template gets filled
Every source object and field listed with sample values
Each one matched to Salesforce with a rule your team agrees on
Questions closed, rows approved, and the load runs from it
One row per field. Fill it in for every field you want to keep, and the load files almost write themselves. Sample values only.
| Source system | Source object | Source field | Sample value | Salesforce object | Salesforce field (API name) | Field type | Required | Transform / cleanup rule | Picklist mapping | External ID / match key | Notes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Old CRM | Contact | Last Name | Sample | Lead | LastName | Text | Yes | Trim spaces; proper case; 'Unknown' if blank | |||
| Old CRM | Contact | Phone | (555) 010-0100 | Lead | Phone | Phone | No | Format as (XXX) XXX-XXXX | Used for duplicate matching | ||
| Old CRM | Contact | Contact ID | 10045 | Lead | Legacy_ID__c | Text (External ID) | Yes | None | External ID for upserts | Link back to the old system | |
| Old CRM | Contact | Status | Hot | Lead | Status | Picklist | Yes | Map old values | Hot → Working; Cold → Nurturing | ||
| Old CRM | Contact | Created Date | 03/14/2024 | Lead | CreatedDate | Date/Time | No | Keep the original date | Keeps reporting history | ||
| Old CRM | Contact | Owner | Rep A | Lead | OwnerId | Lookup (User) | Yes | Match to Salesforce users; inactive users kept | |||
| Old CRM | Note | Body | Called and left a voicemail | Call Activity (custom) | Notes__c | Long Text | No | Strip HTML | Parent: Legacy_ID__c | Long notes go to the custom activity object | |
| Spreadsheet | Referral sources | Facility name | Facility A | Account | Name | Text | Yes | Dedupe against existing accounts | Name + phone |
Scroll sideways to see every column.
The template is a workbook, not a single sheet. The first tab lists every Salesforce object in load order, with its source, its External ID field and its owner rule. Each object then has its own mapping tab.
A mapping tab has one row per field: the source field and a sample, the Salesforce field API name, its type and length, whether it is required, the default when the source is empty, and the rule that turns one into the other. Lookup rows name the parent object and the External ID used to find it.
Picklists and users get their own tabs, because they cut across every object. A last tab holds record counts, source against loaded, so the check after the load is written before the load starts.
What's included
Every object in the order it loads, with its source file, External ID field and owner rule.
One per object: source field, sample value, Salesforce field, type, length, required, default and transformation rule.
Which field holds the old system ID on each object, and which External ID each lookup uses to find its parent.
Every distinct source value for every picklist, the Salesforce value it maps to, and the record types that allow it.
Every source owner matched to a Salesforce user, with active or inactive status and the fallback owner for anyone not coming over.
For each object, whether the original created date is set on insert or held in an "Original Created Date/Time" field.
Where notes, calls, texts and emails land, including a custom activity object for long call notes, and which files go to Salesforce Files.
Source count, loaded count and failed rows per object, with a reason for every failure.
Every decision the business still owes, who owns it, and the answer once given.
Who approved each tab, so nobody is guessing what was agreed.
Every system we connect to Salesforce, in one list
CallRail and CallTrackingMetrics native integrations, with recordings and AI call summaries on the lead
Gravity Forms, Jotform and Typeform fills create leads with tracking attached
LiveChat, SnapEngage, Tawk.to and Avochato conversations saved to the lead
Kipu and Sunwave: admissions in Salesforce, clinical in the EMR, kept in step
CollaborateMD, AdvancedMD and HiLite, with insurance payments on the patient
Stripe, PayTrace and PayPal payments recorded on the opportunity
Google Ads, Microsoft Ads, Meta and TikTok leads in, offline conversions out
ActiveCampaign lists and automations that follow Salesforce
Open other systems from the Salesforce record with SSO
Salesforce data in Google Sheets, BigQuery and Looker Studio
No app for it? We build the connection with Apex and the APIs
Book a free call. We walk you through our Salesforce data migration template, show how your sources would map, and flag the decisions you need to make. No obligation.
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How it works
We walk through the template and look at your sources and your org.
Priced by project, not by the hour. You approve before we start.
We fill the workbook from your data, close the open questions with you, and get sign-off.
Sandbox test load, then production, both run straight from the signed-off workbook.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
It works in Excel or Google Sheets. We use whichever your team reviews in.
Yes. Download the CSV above and fill in one row per field. On a free call we can walk through it with you, and in a project we fill it in for your data.
The same picklist can appear on several objects and record types. One tab keeps every value mapped once and used everywhere.
Every owner in the source, the Salesforce user they map to, whether that user is active, and who owns records for people not coming over.
The people who use the data, object by object. Once signed, the load follows it.
By project, not by the hour. The first call is free, and you get a project quote after it.
