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| Importing CRM data from Salesforce https://arwen-undomiel.com/forum/viewtopic.php?f=5&t=24433 |
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| Author: | Joe Suarez [ April 27th, 2023, 4:55 am ] |
| Post subject: | Importing CRM data from Salesforce |
Hi all, I’m wondering if there is any third-party service that can assist in moving an entire CRM database from Salesforce into Airtable. I don’t think it’s as simple as a basic CSV import, as the database has a lot of records linked across tables as well as a lot of files associated with individual records. Is there any service that exists for this? Or is this something that would need to be done manually? |
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| Author: | Shindeiru [ April 27th, 2023, 5:25 am ] |
| Post subject: | Re: Importing CRM data from Salesforce |
Yes, there are third-party services available that can assist in moving an entire CRM database from Salesforce into Airtable. One such service is Syncari, which specializes in data integration and migration. They offer a Salesforce-to-Airtable integration service that can move all of your data, including linked records and associated files. Another service that can help with this is Workato, which is a cloud-based automation platform. They offer pre-built integrations for Salesforce and Airtable, as well as the ability to create custom integrations using their platform. Both of these services can help simplify the process of migrating your CRM data enrichment from Salesforce to Airtable, but it's worth noting that there may still be some manual work required to ensure the data is properly mapped and formatted in Airtable. |
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