Moving from Salesforce to Doodali

1. Export from Salesforce

1. In Salesforce, open Reports and press New Report.
2. Choose the Contacts & Accounts report type, and add the columns you want: account name, website, phone, billing address, and each contact’s name, email, phone and title.
3. Set the filter to show all contacts (not just yours), run the report, then Export → Details Only → Comma Delimited .csv.
4. For everything at once, Setup → Data Export exports every object as CSV files in a zip. Use the Contact and Account files.

2. Import into Doodali

1. In Doodali, open the business you’re bringing across, then go to Settings → Import and export and press Import clients from a CSV (or press Import on the Clients page).
2. Choose the file. Doodali reads the column headings and matches them for you: company name, email, phone, address, VAT number, notes, and the contact’s name, email, phone and job title.
3. Check the matches. Anything Doodali couldn’t match is set to “Skip”: choose a field for it, or leave it out.
4. Press Import. Each row becomes a client with its main contact. More people at a company that’s already there are added as its contacts, and clients already in Doodali are skipped, so you can import again safely.

Tips for Salesforce

• A Contacts & Accounts report gives one row per person with their account, so companies come across with their people.
• Map Account Name to Company name and the billing address fields to the address.

What comes across

What stays behind

• Opportunities: add open ones to Doodali’s pipeline.
• Activity history stays in Salesforce: export it with Data Export if you need a copy.