Import and export

Bring your records over from Salesforce, and take them anywhere, any time.

Choose a file
Match columns
Check and import

ContactsContact.csv, or a contacts reportLeadsLead.csv, or a leads reportOrganizationsAccount.csv, or an accounts reportDealsOpportunity.csv, or an opportunities reportActivitiesTask.csv and Event.csv

Drop a CSV file here, or choose one From Salesforce: Setup, Data Export, then use the files inside the zip. Or export any report as CSV. Files stay in your browser until you press Import.

Export

Every record, as a spreadsheet file. Your data is never stuck here.

Contacts27 rows Organizations10 rows Deals12 rows Activities31 rows

With Salesforce column names, for Data Loader or another org: contacts, organizations, deals, activities.

Move in from Salesforce

Whole org

Bring accounts, contacts, leads, opportunities, tasks and events over in one step, with custom fields, owners matched by email, and a report of anything that did not come across.

With the Salesforce CLIFree, nothing to set up in Salesforce. Your sign-in never leaves your computer.

npm run pull:salesforce -- --org my-org --to https://crm.waronsaas.com

Run sf org login web --alias my-org first. The README has the steps.

Connect from hereUses your own Salesforce connected app (External Client App), so the access is yours to revoke. Not set up: create the app in Salesforce (README, "Connect Salesforce"), then set SALESFORCE_CLIENT_ID on this server.

Or choose all the files from a Data Export at once Account.csv, Contact.csv, Lead.csv, Opportunity.csv, Task.csv, Event.csv and User.csv (to match owners). You see what would happen before anything changes.