Migrate from webCRM to Salesforce Sales Cloud

webCRM Organisations map directly to Salesforce Account. Organisation name becomes Account Name; industry, website, and address fields map by label match. webCRM custom fields on Organisation require mapping to Salesforce custom fields on Account, and any Organisation-specific taxonomy (e.g., regional codes or internal segmentation flags) is preserved as a custom picklist or text field. Account is created first so that the AccountId reference is available for Contact inserts in the next phase.

webCRM Contacts map to Salesforce Contact. Each Contact's Organisation ID is resolved to the Salesforce AccountId during import, maintaining the parent-child relationship. webCRM contact custom fields (e.g., department, role, secondary phone) map individually to Salesforce Contact custom fields. If a Contact has no matching Organisation in webCRM, it creates an Account on the fly during import.

webCRM Deals map to Salesforce Opportunity with AccountId and ContactId lookups resolved at migration time. The webCRM deal stage name maps to a Salesforce StageName value, and we configure the corresponding Sales Process in Salesforce before migration so that only valid stage transitions are available. Deal amount, close date, and probability transfer directly; any custom deal fields map to Opportunity custom fields.

webCRM Deliveries export in webCRM Delivery XML format via the Zynk connector. The nested XML structure (Delivery header with embedded line items) is parsed and flattened into two Salesforce object types: Order (the delivery header with delivery date, delivery address, and delivery status) and OrderProduct (one row per line item with product reference, quantity, and unit price). The parent Organisation is resolved to AccountId, and any Contact reference on the Delivery becomes the Order's AccountContactId.

webCRM Products map to Salesforce Product2 records with Standard Price Book entries. Product name, SKU (hs_sku equivalent), description, and list price transfer. We create PricebookEntry records for the Standard Price Book during import so that Products are immediately available for quoting or order management. If webCRM maintains inventory quantities, we create a custom field on Product2 to store the migrated value.

webCRM Tasks linked to Organisations or Contacts map to Salesforce Task. The original webCRM task status (e.g., Open, Completed, Overdue) maps to Salesforce Task Status with a custom mapping table since label conventions differ between platforms. Task due date, subject, and description transfer directly. Tasks linked to Deals map with the WhatId pointing to the Salesforce Opportunity record.

We extract the full webCRM custom field schema for Organisations during scoping. Each webCRM custom field is assessed for Salesforce field type (text, number, picklist, date, checkbox) and created on Account before the Account import phase. webCRM Organisation-specific fields that have no Salesforce standard equivalent require a Salesforce custom field, and we note this in the mapping document for customer sign-off.

webCRM Contact custom fields are extracted during scoping and mapped to Salesforce Contact custom fields with equivalent types. Multi-select or tag-style fields in webCRM migrate to Salesforce multi-select picklist. Any Contact fields referencing lookup relationships in webCRM (e.g., reporting_to another Contact) are resolved to the Salesforce Contact ID at migration time.

Deal-level custom fields in webCRM migrate to Opportunity custom fields. Picklist values specific to webCRM (e.g., deal source channel or regional classification) are mapped to Salesforce picklists with the same values, or to a custom field if the value set exceeds Salesforce's 500-value picklist limit.

webCRM Product database custom fields (e.g., internal cost, supplier code, unit of measure) map to Product2 custom fields. These are created before the Product2 import phase so that the fields are available for population during data load.

webCRM Owner references on Organisations, Contacts, Deals, and Tasks are resolved by email match against the Salesforce destination org's User table. We flag any Owner without a matching Salesforce User and hold those records in a reconciliation queue. The customer's Salesforce admin provisions missing Users before record import resumes.

webCRM notes attached to Organisations, Contacts, or Deals migrate to Salesforce Note records linked via ContentDocumentLink to the parent Account, Contact, or Opportunity. Note body transfers as plain text or rich text depending on the original format, and any file attachments become separate ContentDocument records.