Transfer leads, opportunities, accounts, contacts, and custom objects while preserving relationships and field history. Move from Salesforce without downtime.
What you get
- Full Salesforce object migration (leads, opportunities, accounts)
- Custom object and field mapping support
- Activity history and note preservation
- Relationship and hierarchy mapping
- Chunked processing for large Salesforce orgs (100K+ records)
Setup guide
How to get Salesforce (Import) working with SkedX CRM.
- Navigate to Settings > Import > Salesforce in SkedX CRM
- Click "Connect Salesforce" and authorize via OAuth
- Select Salesforce objects and fields to import
- Map Salesforce fields to SkedX CRM fields
- Run a test import with a sample batch
- Execute the full migration and verify data
Questions
How do I connect Salesforce (Import) with SkedX?
Connecting Salesforce (Import) to SkedX CRM takes 6 steps: Navigate to Settings > Import > Salesforce in SkedX CRM; Click "Connect Salesforce" and authorize via OAuth; Select Salesforce objects and fields to import; Map Salesforce fields to SkedX CRM fields; Run a test import with a sample batch; Execute the full migration and verify data. No developer setup is required — you can complete it from your SkedX dashboard.
What can I do with the Salesforce (Import) integration?
With the Salesforce (Import) integration you can: Full Salesforce object migration (leads, opportunities, accounts); Custom object and field mapping support; Activity history and note preservation. Everything stays in sync with SkedX CRM.
Is the Salesforce (Import) integration available now?
Yes — the Salesforce (Import) integration is available now as part of SkedX CRM, in the CRM Import category.
