Migrate your Delta Sales CRM data

Standard contact object with name, phone, email, address, and company linkage. We export all contact fields 1:1 and map them to the destination's Contact or Person object using the standard field schema.

Companies are a distinct object linked to contacts. We preserve the company-contact relationship during migration and map to the destination's Account/Company object.

Leads support status tracking and can be converted to deals. We export lead records with their current status, source, and owner assignment and map to the destination's Lead object or merge into Contacts depending on the target schema.

Deals are linked to contacts and companies with customizable pipeline stages, amounts, and probabilities. We map deal fields directly to the destination's Opportunity or Deal object and preserve stage ordering.

Multiple customizable pipelines are supported. We export pipeline names, stage definitions, and stage order as configuration metadata and rebuild the pipeline structure in the destination CRM.

Activities include tasks, meetings, calls, reminders, and follow-ups. We export activity records with type, date, assignee, and status. Date formats and assignee mapping between Delta users and destination users require field-level attention during migration.

Products are managed independently and linked to deals. We export the product catalog including name, price, unit, and description and recreate product records in the destination before re-linking to deals.

Invoicing is a core feature with invoice records linked to contacts, deals, and products. We export invoice headers, line items, and payment status. Line-item alignment between Delta's invoice structure and the destination's format requires mapping work.

Payment records are tracked separately and linked to invoices. We export payment amounts, dates, methods, and the associated invoice reference. Reconciliation between paid invoices and payment records must be preserved during the export.

Custom fields are supported across objects. We export field definitions and all populated values. The target CRM's equivalent custom field mechanism must be configured before import to avoid data landing in default fields.

Document uploads are supported per record. We export file attachments as binary blobs with their associated record ID. File storage limits vary by plan (30–100 GB), and large attachment batches require chunked export handling.

Beat plans are Delta's unique routing structure assigning route sequences to field reps. There is no standard equivalent in mainstream CRMs. We export beat plan assignments and route sequences as a custom structured object in the destination.

Attendance and leave tracking is a field-force management feature unique to Delta's mobile app. Mainstream CRMs do not have a native attendance object. We do not migrate attendance records as standalone objects; if needed, we convert them to Activities for basic history preservation.

Customer visit logs and GPS location data are stored as metadata within Delta's mobile app. These are not structured CRM records and have no standard equivalent in destination CRMs. We do not migrate this data as it does not map to any standard object.