Migrate from karmaCRM to Salesforce Sales Cloud

karmaCRM Contacts map directly to Salesforce Contacts with name, email, phone, address, and any custom field values preserved. The critical dependency is that the parent Company must be migrated first so that AccountId can be resolved at Contact insert time. If a karmaCRM Contact has no linked Company, we create a singleton Account named after the Contact's company name or 'Unassigned' to prevent orphaned Contacts, and flag this for the customer's admin to clean up post-migration.

karmaCRM Company records map to Salesforce Account. The Company domain becomes the Account Website field and is used as the dedupe key during import. Account is the first object inserted in the migration sequence because Contacts, Deals, Tasks, and Events all carry a lookup dependency to Account or its related objects. We map Company industry, address, phone, and any custom fields to Account fields or custom Account fields. Duplicate company names are flagged before import so the admin can decide whether to merge or keep separate Accounts.

karmaCRM Deals map to Salesforce Opportunity. The dealstage property maps to a Salesforce StageName that we configure as part of the destination schema; the pipeline assignment maps to an Opportunity Record Type. We preserve deal value in Amount, deal owner in OwnerId (resolved via User lookup), and created/updated timestamps in CreatedDate and LastModifiedDate. karmaCRM's Gigs terminology (sometimes used interchangeably with Deals) is treated as Deal records for migration purposes.

Each karmaCRM deal pipeline maps to a Salesforce Opportunity Record Type with a corresponding Sales Process that whitelists the relevant stage values. We configure the stage probability percentages during schema design, rounding to Salesforce's allowed integer values. Stage labels from karmaCRM (Proposal, Negotiation, Closed Won, Closed Lost) map to Salesforce standard stage values or custom stages if the customer has defined them.

karmaCRM Tasks map to Salesforce Task with Status, Priority, ActivityDate, and Subject preserved. Task assignment migrates by resolving the karmaCRM owner email to Salesforce OwnerId via the User mapping. Tasks linked to a Contact carry the WhoId pointing to the migrated Contact record; tasks linked to a Company carry the WhatId pointing to the migrated Account. Tasks without a resolvable owner are assigned to the migration-admin User.

karmaCRM Event records map to Salesforce Event with StartDateTime, EndDateTime, Subject, Location, and Description preserved. Attendee lists migrate as EventRelation records linked to the corresponding Contacts (and their migrated Salesforce IDs) or Users. The event-to-contact and event-to-company associations from karmaCRM are resolved at migration time by looking up the related Salesforce Contact or Account IDs from the earlier import phases.

karmaCRM Email Campaigns (Pro and Premium tiers) migrate as Salesforce Campaign records with campaign name, type, status, start and end dates, and budget cost preserved. Open rates, click rates, and send statistics migrate to custom Campaign fields (campaign_open_rate__c, campaign_click_rate__c) since Salesforce standard Campaign object tracks costs and member status but not engagement ratios. Email body content does not migrate; we flag this and recommend Salesforce Content Builder or a dedicated email platform for campaign rebuild.

karmaCRM User records are mapped to Salesforce Users by email address. We extract every distinct user referenced as an owner on Contact, Company, Deal, Task, and Event and generate a match report. Users with a matching Salesforce User record by email get their owner references resolved; users without a match go to a reconciliation queue for the customer's admin to provision before record import proceeds. Inactive karmaCRM users with no Salesforce counterpart are migrated as inactive Salesforce Users or assigned to the admin User.

karmaCRM Tags applied to Contacts and Companies migrate as Salesforce custom multi-select picklist fields on the Contact or Account object. Tag names become picklist values; tag associations become the selected values on each record. Alternatively, at the customer's preference during scoping, tags migrate as Salesforce Topics with TopicAssignment records linked to the relevant Contacts and Accounts. The customer chooses the strategy based on how they use tags for segmentation.

karmaCRM custom field definitions and values migrate as Salesforce custom fields on the corresponding standard object (Contact, Account, Opportunity, Task, Event). We create fields with matching API names and closest Salesforce field types (text fields for freeform values, picklists for enumerated sets, dates for date values). karmaCRM stores custom fields as freeform name-value pairs without enforced types, so type validation occurs during the transform phase and records with type mismatches are flagged for manual review.

karmaCRM does not expose a documented programmatic path for exporting files attached to Contacts, Companies, or Deals. We do not migrate attachments as a standard scope item. We document the attachment count and record associations during discovery so the customer's admin can manually reattach files post-migration, or the customer can export attachments manually from karmaCRM and re-upload them to Salesforce after migration completes. This is disclosed in the migration scope during scoping and is not covered under the standard migration fee.

karmaCRM integrations with Google Calendar, Google Contacts, and MailChimp use OAuth tokens that do not transfer between platforms. We document which integrations are active and what data they sync so the customer can reconfigure equivalent integrations in Salesforce (Google Calendar sync via Salesforce Calendar Sync, Google Contacts via AppExchange, MailChimp via the MailChimp for Salesforce app or a native integration). Integration reconfiguration is outside standard migration scope.