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Salesforce Migrations

Act! to Salesforce Migration

Move contacts, companies, history, notes and attachments from Act! into Salesforce, with duplicates cleaned and every record accounted for.
  • No obligation - response within 1 business day for your Act! to Salesforce Migration
  • Trusted by senior FinServ decision-makers for Act! to Salesforce Migration
  • 9+ years of CRM specialism for financial services and fintech - including your Act! to Salesforce migration

TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES

  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB
  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB

Salesforce Migrations

A smooth move to Salesforce

Act! to Salesforce Migration

An Act to Salesforce data migration moves contacts, companies, notes, activity history and attachments out of Act!, an older desktop contact manager, and into a cloud CRM the whole team can use. Evara maps Act! fields to Salesforce objects, cleanses duplicates and reconciles every batch, so nothing gets lost the way it can in a plain export and import. Whether you migrate Act! to Salesforce for sales or for client service, our migration and integration team plans the cutover with you. Permissions and consent are planned before any record is loaded.

Why choose a Act! to Salesforce migration?

  • Zero-loss migration

    Every contact, deal, note and file moves from Act! to Salesforce with full field mapping and validation.

  • Live in weeks, not months

    A proven Act! to Salesforce migration playbook delivers a clean cutover, typically in under 6 weeks.

  • No disruption to revenue

    We migrate in parallel and switch over cleanly, so your sales team never loses the pipeline.

  • Salesforce set up the right way

    Not a lift-and-shift - we configure Salesforce to your process as part of the Act! to Salesforce migration.

CRM adoption increase
Records cleaned and unified
Data accuracy and visibility
Systems deployed

Frequently asked questions

Common questions about your Act! to Salesforce migration

Map the history deliberately instead of exporting contacts on their own. Act! stores notes, histories, activities and attachments against each contact, so we decide how each one becomes a Salesforce task, event, note or file, and keep the original dates. Duplicates are cleansed first, then a test migration runs and everything is reconciled before cutover. For regulated firms, client communication records stay complete and traceable.

We find duplicates before loading, using agreed matching rules such as name, email and company, then merge them or flag them for review. Older Act! databases often hold years of inconsistent entries, and cleansing at this stage spares your team from inheriting the same mess in Salesforce. Every merge decision is logged, which helps if you ever need to explain how a record was formed.

Yes. Custom fields can move, each mapped to a Salesforce field, picklist or related object as appropriate. Act! groups and companies often become accounts, campaigns or record types, depending on how you use them. We go through the fields with you first, since older databases tend to carry unused ones. Our CRM architecture work keeps the new data model clean and governed.

Keep exploring

Similar Salesforce Migrations

GET IN TOUCH

Start the Conversation.

Moving off Act!? As a Salesforce partner for financial services and fintech, Evara handles your Act! to Salesforce migration end to end - mapping every record, validating the data, and cutting over cleanly with no loss or downtime. No obligation, no hard sell. Book a consultation and we'll map out your migration plan.

Book a Consultation

No obligation. Response within 1 business day.