Fast, Secure & Accurate Act to Salesforce Migration
Migrate from Act to Salesforce
Move from Act to Salesforce with cleaner data, better structure, and less risk at launch.
Transfer your deals, contacts, and activity history into Salesforce in days, not weeks. Run a free sample migration first to see how your data lands before you commit.
Successful Act to Salesforcemigration requires more than records transfer.
Successful migration takes more than transferring records. It requires careful planning, accurate field mapping, clean data, preserved relationships, and thorough validation. This ensures your new Salesforce portal is ready for your team from day one.
Self-service, guided, or fully managed—choose the level of support your business needs.
Choose the Migration Option That Fits Your Company
Every migration has different requirements. MigrateMyCRM offers flexible pricing based on the level of support you need. Migrate independently with our AI-powered platform or work with SyncMatters migration specialists for a white-glove experience. Either way, your data migration remains secure, reliable, and accurate.
Self Service
$99/ starts from
Migrate your data on your own using the MigrateMyCRM wizard. Connect your systems, map your data, run free sample migrations, and complete your migration at your own pace
What's included:
AI-Powered Field Mapping
Unlimited Free Samples
Records matching
Data Filters
Delta migration to cover a post-full transition period for your team
Chat/Tickets tech support
Guided Migration
$875/ add-on
Do you want to have control over each migration stage yourself but feel more comfortable with an expert by your side? For an $875 add-on to your DIY package, we'll virtually hold your hand through the process.
What's included:
Full-featured Migration Wizard
Migration specialist (your assistant)
5 hours of dedicated support
Records matching and filtering
Quality assurance
1–2-week delivery
Delta migration
Custom Migration
$ 3,500+/ per project
Complex requirements or little time to dig into documentation? You are not alone - a CRM migration is often added on top of one's everyday tasks.
SyncMatter handles the entire process, delivering a report after each milestone to confirm we are moving in the right direction.
What's included:
All MigrateMyCRM wizard features
Best practices from our 10+ years of expertise in CRM data migration
Customizations
Quality assurance
Custom supported CRMs
3+ week delivery
Common Act Migration Problems
A connector can move records. It can't decide what's worth keeping.
Duplicates and duplicate rules
Act can store duplicate organizations and contacts, and Salesforce can have existing records too. Very often, standard or custom duplicate rules fire during migration, and sometimes important records are skipped during migration.
Products and deal products
Act's product functionality doesn't map directly to Salesforce's product architecture. Salesforce uses Products, Price Books, Price Book Entries, and Opportunity Products, which can make migrating products and deal line items more complex.
Salesforce validation rules
There are often validation rules configured in Salesforce, particularly in production environments. These rules enforce data quality and standardized data entry by preventing records from being created or updated when required criteria are not met. During a migration, these rules may need to be temporarily disabled or adjusted to allow the migration to complete successfully.
Owners/Users mismatch
Act! users need to be mapped to Salesforce users. This becomes problematic when an Act! user no longer exists or doesn't have an appropriate Salesforce license. Records may need to be reassigned to another Salesforce user.
Complex structure of Act! native backup
You can relatively easily export system contact and company fields from your legacy CRM backup, but it's challenging to grab all custom properties. The reason is that the CRM stores them in separate tables that have to be handled additionally.
Data volumes/API limits
Large-scale migrations can be affected by various Salesforce limitations, including API request and batch limits. As a result, a migration that performs successfully with 10,000 records may behave very differently when scaled to 2 million records, potentially requiring additional planning, optimization, and migration strategies to manage Salesforce limits effectively.
Find your migration
CRMs
Migration Connectors
30+ Supported Systems
Act!
Agile CRM
Base CRM
Capsule
Close
Copper
CSV
Excel
Freshsales
Highrise
HubSpot
InfusionSoft
Insightly
Keap
MS Dynamics
monday.com
Pipeline
Salesforce
Salesforce Sandbox
Pipedrive
Solve
SugarCRM
SuiteCRM
Vtiger
Zendesk Sell
Zoho
How SyncMatters Helps You Migrate from Act to Salesforce without Risk
A migration tool transfers your records from Act to Salesforce. As the data owner, you choose which fields to migrate, how to align your sales pipelines, and whether your data is ready to move or needs deduplication first.
The goal isn't just to move your Act data into Salesforce. We want your team start using Salesforce with cleaner, well-structured CRM data, preserved relationships, and confidence that everything works as expected from day one.
Migration planning
Data cleanup recommendations
Field and property mapping
Lead, contact, company, and deal structure review
Record association validation
Activities and Files transfer
QA before launch
Post-migration support
“Great service with even greater customer service”
“Couldn't be happier, the team over there are top-notch. Ease of use with consistent delivery of product. Time from start to implementation should be communicated on the front end to set expectations.“
Ryan McConville
- President Marketing & Advertising at Kargo
"The team is fantastic"
“Their great collaboration and support made the entire experience smooth and enjoyable. We felt well-supported at every stage, and their expertise was invaluable in achieving a successful migration.“
“I’ve done many data conversions in my past, but I’ve never converted one CRM into another in under one week.”
“Could never have done it without your product, and certainly not without your amazing help. You truly did go far and above and beyond for us and I really personally appreciate that. It would’ve been unimaginable to do it without your product.“
Move from Act to Salesforce with confidence. Backed by more than a decade of CRM migration experience, SyncMatters helps you securely migrate your data with minimal downtime while preserving relationships, custom fields, and historical records.
5-Star reviews on AgentExchange
Choose between a self-service migration wizard or a fully managed migration handled by our CRM migration specialists for complex requirements.
Enterprise-grade security
ISO 27001 certified and GDPR compliant. Your data is encrypted in transit and at rest, ensuring every migration is secure.
Complete Data Migration
Migrate contacts, companies, deals, activities, notes, emails, attachments, products, pipelines, custom fields, and associations without losing critical relationships.
AI-Powered Migration
Intelligent field mapping accelerates your migration while giving you full control over mappings, transformations, and data validation.
Which Objects can I Migrate?
Automatically Supported via MigrateMyCRM
Can't find your objects? Reach out to us — we also offer fully customized migration services for unsupported or complex migration requirements.
Act
Salesforce
Contacts
⇒
Contacts
Companies
⇒
Accounts
Files
⇒
ContentVersions
Histories
⇒
Completed Tasks
Activities
⇒
Tasks or Notes
Leads
⇒
Leads
Deals
⇒
Opportunities
Deal Products
⇒
Opportunity products
Products
⇒
Products, Pricebook entries
Activities (Meetings)
⇒
Events
Emails
⇒
Emails
Activities (Calls)
⇒
Tasks (Call)
Notes
⇒
Notes
Objects/Features
MigrateMyCRM
HubSpot Import
Salesforce sync App
Unlock the power of MigrateMyCRM
MigrateMyCRM gives you full control over your migration — no black box, no guesswork.
AI-Powered Automapping
Our intelligent AI automaps both objects and fields, reducing the effort needed to set up your migration.
Full or Partial Migrations
Whether you need to migrate all your Act objects to Salesforce or just a few (e.g., Activities), MigrateMyCRM handles this while keeping all associations.
Unlimited Free Samples
Run as many sample migrations as you need to validate your data mapping and filter settings. Pay only when you are confident enough to start the entire data migration.
Advanced Filtering
Customize your migration with advanced filtering options. Define criteria for each object to include or exclude specific records.
Flexible Object Mapping
Choose a strategy for each object — migration, matching, or both. Prevent duplicates by using matching based on a name or domain.
Field Mapping Control
Gain full control over field mappings. Edit, add, or update auto-mapped fields to ensure your data is transferred how you want.
Custom Object Creation
Create custom objects through our interface or map to existing custom objects within your CRMs.
Technical support
Our data migration experts and engineers are at your disposal from the first to the very last step of your data migration.
Field Usage Insights
See field usage percentages to understand how many records contain values in specific fields. Make informed decisions about which fields to migrate based on their actual usage.
See for yourself how MigrateMyCRM can streamline your Act Web Premium or On Premises edition to Salesforce data migration. Explore more MigrateMyCRM features.
FAQs
Everything you need to knowabout Act to Salesforce migration.
Planning your move from Act to Salesforce?
Find answers to common questions about the migration process, including what data can be transferred, how long migration takes, how custom fields and pipelines are handled, and how to minimize disruption during the transition.
Does MigrateMyCRM Respect Salesforce Deduplication Rules During Data Migration?
Yes, MigrateMyCRM fully respects and adheres to Salesforce CRM's deduplication rules during data migration.
Why Target Salesforce Users Are Unavailable (greyed out) for Matching During Migration
To ensure your records are correctly associated in Salesforce—your target CRM—you need to complete the user matching process as part of your migration setup.
If you notice during the matching step that some Salesforce users are unavailable (greyed out) in the interface, it means those users are inactive.
What options do I have when migrating Notes to Salesforce?
When planning to migrateNotesto Salesforce, it's important to understand that the platform supports two different note objects:
Notes (You can see them as Notes & Attachments section in the UI)
Content Notes (also known as Enhanced Notes).
The last one is the newer, richer version of the note-taking tool, offering features like rich text formatting, the ability to relate notes to multiple records, and creation in Lightning Experience.
When you migrate Notes to any of the objects above, make sure that you have it enabled in Salesforce. Follow the directionshere.
Can I create custom fields in Salesforce using the migration wizard interface?
Yes, you can easily create Custom Fields in Salesforce CRM using our mapping User Interface.
Can I migrate data into the Salesforce audit fields "created at", "created by", "updated at", and "updated by"?
Yes! If you are migrating to any of the following Salesforce CRM editions, you can enable the “Create Audit Fields” feature in your target CRM. This will allow for the insertion of values via API:
Use the form below to explore options or see the most popular migration scenarios.
Find your migration
Select your source and target CRM to get started.
Data Migration
Migrate from
your source to
your target
Move data from your source CRM to your target CRM with a migration process built for cleaner mapping, lower risk, and faster onboarding. SyncMatters helps teams migrate contacts, companies, opportunities, notes, history, custom fields, and selected related records with planning, sample testing, and validation before launch.
Trust us to expertly navigate the complexities of data migration, ensuring a strategic approach to propel your business forward.
Get started with this migration
Tell us a bit more and our team will reach out to help you plan your migration.
Special requirements?
No problem, we'll complete the migration for you.
Gain access to an entire team of technical engineers and dedicated customer success managers to get your project across the finish line.
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