Import SugarAI data to Salesforce

Integration · import
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Source Target
Accounts
Account
Contacts
Contact
Leads
Lead
ProductTemplates
Product2
ProductTemplates
PricebookEntry
Campaigns
Campaign
Opportunities
Opportunity
RevenueLineItems
OpportunityLineItem
Tasks
Task
Calls
Task
Emails
Task
Meetings
Event
Cases
Case

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

This integration contains tasks for the following objects:

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

How to Set Up

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

Important note

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

  • Task ProductTemplates > Product2 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.

  • Task ProductTemplates > PricebookEntry uses a Salesforce price book. Before running the integration, replace the placeholder value "Enter your Pricebook name..." in the task mapping with the name of an existing price book in your Salesforce organization. The specified price book must exist before PricebookEntry records can be created.

  • Task ProductTemplates > PricebookEntry depends on ProductTemplates > Product2 task. Product2 records must exist in Salesforce before loading PricebookEntry records.

  • Task RevenueLineItems > OpportunityLineItem depends on the following tasks:

    • ProductTemplates > Product2
    • ProductTemplates > PricebookEntry
    • Opportunities > Opportunity

    Opportunities and PricebookEntry records must exist in Salesforce before loading RevenueLineItems. Each OpportunityLineItem record requires valid Opportunity and PricebookEntry references.

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.
FAQ

Frequently Asked Questions

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.

Start Importing Data in Minutes

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