Migrate from Salesforce

    Move your Salesforce org to Lumenbase

    Portage reads accounts, contacts, opportunities, and tasks from your Salesforce org, shows you a preview, then imports in the background with one-click rollback.

    • Read-only access to Salesforce
    • Preview before anything imports
    • One-click rollback
    Start trial and migrateSalesforce setup guide

    See your move before you commit

    Estimate your move

    ≈ 25 minfor 6,300 records, rough estimate
    • Accounts, contacts, and opportunities, with their links intact
    • Opportunity stages as a ready-made pipeline
    • Deals marked open, won, or lost from Salesforce stage flags
    • More data types and one-click rollback.
    Migrate from Salesforce

    Comes over from Salesforce

    • Accounts, contacts, and opportunities, with their links intact
    • Opportunity stages as a ready-made pipeline
    • Deals marked open, won, or lost from Salesforce stage flags
    • Tasks, logged calls, and logged emails on the timeline
    • Owners mapped to your Lumenbase team members

    Leaving Salesforce

    Most teams searching for a Salesforce migration are leaving it. The usual reason is the admin, the consultant on retainer, and the edition upsell at renewal.

    Salesforce to Pipedrive

    A clean deal pipeline with no admin. It does not carry the account side, so client history after the deal ends up back in email.

    Lumenbase vs Pipedrive

    Salesforce to a lean CRM

    One per-seat price, AI included, email and calendar captured without add-ons. Portage shows the field mapping before anything imports.

    Salesforce alternatives compared

    Staying on Salesforce

    If you need CPQ, territory management or custom objects across many departments, stay. Portage only reads, so a trial run costs you nothing in Salesforce.

    Step-by-step migration guide

    How it works

    1. Scan

      Portage reads your old CRM and counts what is there. Nothing is written yet.

    2. Choose

      Pick what to bring over and match your old users to your new team.

    3. Preview

      Check counts, field mappings and warnings before a single record lands.

    4. Import

      The import runs in the background. Close the tab and keep working.

    5. Review or roll back

      See what came over. Not happy? Remove the imported records in one click.

    Built to be safe to try

    Read-only access to Salesforce

    Portage only reads from Salesforce. Nothing in your source CRM is changed, moved, or deleted at any point in the migration.

    One-click rollback

    Not happy with the result? Roll the migration back in one click and every record it created is removed. Records you edited after the import, or that were merged into records you already had, are kept.

    Preview before anything imports

    A preview shows exact record counts, field mappings, and warnings (unmapped owners, missing links) before a single record is written.

    Runs in the background, resumes if interrupted

    Large workspaces move over gradually and pick up where they left off if interrupted. Your team keeps working in both tools while it runs.

    Credentials stay encrypted

    Your API key for Salesforce is stored encrypted in this workspace's vault. Disconnect it anytime.

    Migrate in passes without duplicates

    Run Portage again whenever you like; already-imported records are detected and skipped, so re-runs never create duplicates.

    Field-by-field mapping

    Exactly which source field lands where. Open a record type to see it.

    Lumenbase fieldDefault pipeline (synthetic)
    NameAlways "Salesforce pipeline"
    • Salesforce: Single pipeline created so Opportunity stages keep their order.

    Lumenbase fieldOpportunity stage
    NameMasterLabel
    OrderSortOrder

    Lumenbase fieldAccount
    NameName
    WebsiteWebsite
    PhonePhone
    AddressBillingStreet + BillingCity + …
    OwnerOwnerId

    Lumenbase fieldContact
    First nameFirstName
    Last nameLastName
    EmailEmail
    PhonePhone | MobilePhone
    CompanyAccountId
    OwnerOwnerId

    Lumenbase fieldOpportunity
    TitleName
    AmountAmount
    Close dateCloseDate
    StageStageName
    StatusIsWon / IsClosedOpen opportunities stay open; closed ones map to won or lost.
    OwnerOwnerId

    Lumenbase fieldTask
    Activity typeTaskSubtypeCalls and emails keep their type; everything else lands as task.
    TitleSubject
    BodyDescription
    DateActivityDate | CreatedDate
    OwnerOwnerId

    Rather not do it yourself?

    Messy data, an unusual setup, or no time for it. We can run the migration with you, free.

    How guided migration worksTalk to us

    Coming from somewhere else?

    PipedrivePipelines · Stages · Organizations · Persons · Deals · Activities · Custom fieldsConnection: API token, pasted in the Portage wizardAttioCompanies · People · Deals · NotesConnection: API token, pasted in the Portage wizardHubSpotPipelines · Stages · Companies · Contacts · Deals · NotesConnection: Service key or private app token, pasted in the Portage wizard

    Try the full workspace free for 30 days. No credit card required.