Import Salesforce data to SugarAI

Use this integration if you need to migrate Salesforce data to SugarAI.

This integration contains tasks for the following objects:

Account > Accounts
Contact > Contacts
Lead > Leads
Product2 > ProductTemplates
PricebookEntry > ProductTemplates
Opportunity > Opportunities
OpportunityLineItem > RevenueLineItems
Campaign > Campaigns
Task > Task
Task > Calls
Task > Emails
Event > Meetings
Case > Cases

How to Set Up

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

Notes

  • We strongly recommend reviewing and removing duplicate records in Salesforce before running the integration. Duplicates may cause incorrect lookups, duplicate records in SugarAI, and broken relationships between migrated objects.

  • Task Product2 > ProductTemplates performs product matching by name. For the best integration results, we recommend using an additional unique product identifier (for example, Product Code or another custom unique field). Product names are not guaranteed to be unique and may result in incorrect matches.

  • In SugarAI environments configured to use Opportunities and Revenue Line Items, the opportunity amount is calculated automatically from related RevenueLineItems. When only Opportunities are imported, the amount field may remain empty or zero. To populate opportunity amounts correctly, import related RevenueLineItems together with Opportunities.

  • Task OpportunityLineItem > RevenueLineItems depends on Opportunity > Opportunities and Product2 > ProductTemplates tasks. Related Opportunities and ProductTemplates records must exist in SugarAI before loading RevenueLineItems.

Tips

  • If you want to migrate data from the particular object, disable or delete unnecessary tasks. To do this, point to the task and click Disable or Delete. Some tasks may relate to other tasks (have relation mapping involving objects from other tasks). Fix their mapping if you disable or delete their "parent" tasks from the integration.