Import Salesforce data to Dynamics 365

Integration · import

Use this integration if you need to migrate Salesforce data to Dynamics 365.

How to Set Up

Select or create connections: Salesforce for Source and Dynamics 365 connection for Target.

Task PricebookEntry > productpricelevel depends on both Product2 > product and Pricebook2 > pricelevel tasks. Products and pricelevels must exist in Dynamics 365 before creating productpricelevel records.
Task OpportunityLineItem > opportunityproduct depends on Opportunity > opportunity and Product2 > product tasks. Create opportunities before loading OpportunityLineItem.
Task Case > incident requires contacts with emails in Dynamics 365. Even if ContactId is present in Salesforce case, records without emails may cause errors during import.
The Opportunityproduct records require valid products in Dynamics 365. Create and assign products before importing the opportunityproduct object.

If you want to migrate data from the particular entities, you can disable or delete the unnecessary tasks. To do this, point to the task and click Disable or Delete. Please consider the relations between the tasks (tasks may contain relation mapping involving objects from other tasks). Fix the mapping if you disable or delete their "parent" tasks from the integration.

FAQ

What do I need to start this import?

Connect your source and target apps, review the prebuilt import setup, and run the template.

Can I change field mappings before importing?

Yes. You can review and modify mappings, filters, and other import settings before running the import.

Can this import run automatically on a schedule?

Yes. Import templates can run automatically based on your selected schedule.

What happens if some records fail during import?

Skyvia provides import logs and error details so you can review failed records and rerun the import if needed.

Do I need coding skills to use import templates?

No. Import templates are configured through Skyvia’s visual interface without coding.