Migrate from CompanyHub CRM to Salesforce Sales Cloud

CompanyHub Contacts map directly to Salesforce Contact. Standard fields (name, email, phone, title, address) migrate with direct type mapping. Unlimited custom fields on Contacts migrate as Salesforce custom fields (__c suffix) with field type preserved from the CompanyHub field definition API. Each Contact is created after its parent Account is inserted to satisfy the AccountId lookup. CompanyHub contact ownership maps to Salesforce OwnerId via email-matched User lookup.

CompanyHub Companies map to Salesforce Account. CompanyHub company_name becomes Account Name, domain becomes Website, and address fields map to BillingAddress. Account is inserted before Contact to establish the AccountId foreign key. The CompanyHub company ID is preserved in a custom field ch_company_id__c for reconciliation and audit.

CompanyHub Deals map to Salesforce Opportunity. The deal name becomes Opportunity Name; deal amount maps to Amount; close date maps to CloseDate; pipeline stage maps to StageName via a Salesforce Sales Process we configure before migration. The CompanyHub deal ID is preserved in ch_deal_id__c. Deals are inserted after Accounts and Contacts so that AccountId and the primary Contact's ContactId are resolvable at insert time.

Each CompanyHub pipeline stage becomes a Salesforce Opportunity Stage value in a Sales Process linked to the Opportunity's Record Type. We capture the full stage list with probability percentages during discovery and create matching stage definitions in Salesforce before Deal migration begins. Stage ordering is preserved from CompanyHub's drag-and-drop sequence.

CompanyHub Quotes (Professional and above) map to Salesforce Quote, which is available from Sales Cloud Professional tier. Quote line items, totals, and template references migrate. Quote PDFs do not transfer through the API; we document the template structure so the customer's admin can re-create templates in Salesforce Salesforce CPQ or native Quote templates post-migration.

CompanyHub Tasks (manually created and UTrons-generated) map to Salesforce Task. Task subject, due date (ActivityDate), status, priority, and description migrate. UTrons-generated tasks receive a custom field utrons_source__c = true to flag their origin for the customer's admin during workflow rebuild planning. Task assignment resolves CompanyHub owner_id to Salesforce OwnerId via the User email mapping.

CompanyHub Users and Owners map to Salesforce User records by email address. We extract every distinct owner referenced on Contact, Company, Deal, and Task and match against the destination Salesforce org's User table. Any CompanyHub owner without a Salesforce User match enters a reconciliation queue for admin provisioning before record migration resumes.

CompanyHub custom fields on Contacts, Companies, and Deals migrate as Salesforce custom fields. Field type mapping follows: text becomes Text(255), number becomes Number, date becomes Date, dropdown becomes Picklist, checkbox becomes Checkbox. Custom field definitions (name, type, options) are read from the CompanyHub API during discovery and used to provision matching Salesforce fields before data import.

CompanyHub Custom Tables (Properties, Payments, Courses, or other domain-specific objects) map to Salesforce Custom Objects. These require pre-provisioning in Salesforce before row import because the CompanyHub API does not expose the table's field schema programmatically. We request customers to provide Custom Table field documentation during discovery, provision the Salesforce custom object with matching fields and lookup relationships, then import Custom Table rows after standard object migration completes.

CompanyHub email sync records (sent, opened, clicked) migrate to Salesforce Task for the activity timeline and EmailMessage for the message body. The WhoId on Task points to the migrated Contact; the WhatId points to the related Account or Opportunity. Email body content is subject to truncation in the CompanyHub API; we flag any records with missing body text and document the gap for the customer.

CompanyHub Notes migrate to Salesforce Note records linked via ContentDocumentLink to the parent Contact, Account, or Opportunity. Note body migrates as plain text. Image attachments in notes migrate as separate ContentDocument records linked to the same parent.

CompanyHub's multiple deal pipelines (available on Professional and above) map to Salesforce Record Types on Opportunity. Each Record Type receives its own Page Layout and Sales Process so that stage values remain scoped per line of business in the destination org.