Switch from Salesforce

Escape the Salesforce tax without losing a single record

Tonic Desk imports your Salesforce contacts, accounts, and opportunities — including custom fields with the `__c` suffix. No consultant required, no weekend data project. Export, upload, done.

Most teams finish in under 15 minutes

What transfers

Contact records with all standard fields (name, email, phone, mobile, job title)
Account records mapped to Tonic Desk companies
Opportunities mapped to deals with stage, amount, and probability
Lead records imported as contacts with a "lead" lifecycle stage
Custom fields ending in __c when a matching field exists in Tonic Desk
Record ownership resolved by matching email addresses
Account-to-contact associations

Step by step

1. Export your data from Salesforce

Log in to Salesforce and navigate to Setup > Data Export Service. Click Export Now to generate a full export of your org's data. Salesforce will prepare ZIP files containing CSVs for every object. Download the archive and unzip it. Alternatively, go to the Reports tab, create a report for Contacts, Accounts, or Opportunities, and click Export to get a CSV for a specific object.

2. Identify the files you need

Inside the export archive, locate the CSVs for Contact, Account, and Opportunity. These are the three you will upload to Tonic Desk. If you also want Leads, grab the Lead CSV — Tonic Desk imports leads as contacts with a "lead" lifecycle stage.

3. Upload contacts and accounts to Tonic Desk

In Tonic Desk, open Settings > Import. Upload the Account CSV first so company records exist before contacts reference them. Then upload the Contact CSV. Tonic Desk reads AccountId and links each contact to the correct company automatically.

4. Upload opportunities

Upload the Opportunity CSV next. Tonic Desk maps StageName to your deal stages, Amount to the deal value, and Probability to the probability field. If your Salesforce org uses custom opportunity stages, create matching stages in Tonic Desk first.

5. Handle custom fields

Salesforce custom fields end in __c. If you have created matching custom fields in Tonic Desk, these are imported automatically. Check the field-mapping preview to confirm each custom field landed where you expect.

6. Verify your data

Spot-check a sample of contacts, accounts, and opportunities. Confirm that account associations are correct, deal amounts and stages imported accurately, and custom field values are intact. Finalize the import once everything checks out.

Field mapping reference

Source Field	Tonic Desk Field	Notes
FirstName	first_name	Direct match
LastName	last_name	Direct match
Email	email	Direct match
Phone	phone	Direct match
MobilePhone	mobile	Direct match
Title	job_title	Direct match
AccountId	company	Resolved to company record by matching Account name
StageName	stage	Maps to Tonic Desk deal stages
Amount	amount	Numeric value imported directly
Probability	probability	Percentage value preserved
\_c fields	Custom fields	Imported if a matching custom field exists in Tonic Desk

What doesn't transfer (and workarounds)

Apex triggers — Custom Apex code is Salesforce-specific. Workaround: review your triggers and recreate the critical business logic using Tonic Desk's automation rules or webhooks.
Process Builder and Flow automation — These do not export. Workaround: document your active flows before canceling Salesforce, then rebuild them in Tonic Desk's automation builder.
Lightning components — Custom UI components stay in Salesforce. Workaround: Tonic Desk's layout customization covers most use cases; for anything complex, use the Tonic Desk API.
AppExchange apps — Third-party app data and configurations are tied to Salesforce. Workaround: check if the same vendor offers a Tonic Desk integration, or find an equivalent in Tonic Desk's integrations marketplace.

Tips for a smooth switch

Use the Data Export Service rather than individual report exports when you have a complex org. It grabs everything at once, so you will not miss related objects.
If your Salesforce org has record types, add a "record type" custom field in Tonic Desk before importing so you can filter by type after migration.
Salesforce Leads and Contacts are separate objects. Decide before importing whether you want to merge them into a single contact list in Tonic Desk or keep them distinguished with a lifecycle stage.
Run a duplicate check in Salesforce before exporting. Salesforce orgs that have been in use for years often have thousands of duplicates that are cheaper to fix at the source.
If you have more than 100,000 records, use the Salesforce Data Loader to export specific objects with filters. This gives you smaller, cleaner files to work with.

Do Salesforce custom fields transfer to Tonic Desk?

Yes, as long as you create a matching custom field in Tonic Desk before importing. Salesforce custom fields end in __c. Tonic Desk strips the suffix and matches by field name. Check the mapping preview during import to confirm each field is linked correctly.

How are Salesforce Leads handled?

Tonic Desk does not have a separate Lead object. Salesforce Leads are imported as contacts with a "lead" lifecycle stage. If you want to keep them distinct, add a custom field or tag before importing.

Can I bring over Salesforce opportunity stages?

Yes. The StageName field maps to Tonic Desk's deal stage. If your Salesforce org uses custom stage names, create those same stages in Tonic Desk's pipeline settings before you import. Otherwise, unrecognized stages will be flagged for manual review.

What about Salesforce files and attachments?

The standard CSV import does not include file attachments. If you need historical files, export them separately from Salesforce's Content or Attachment objects and re-upload them to the relevant records in Tonic Desk after migration.