Skip to content
Ditchly
Menu

Last checked October 15, 2026 · Steps partly unverified

Migrate from Salesforce to SuiteCRM

Export accounts, contacts, and opportunities as CSV.

Time: A sitting for a small set of files. Longer if several people share the account.

Parts of this guide depend on a product screen that moves between releases. The fallback path in the steps is the one to trust.

Export

  1. Step 1

    Export while you still have access

    Export accounts, contacts, and opportunities as CSV.

  2. Step 2

    Keep a copy that is not the old account

    Put the export on a disk you control before you cancel. The export is the only rollback.

Import

  1. Step 1

    Bring a sample into SuiteCRM

    Map the columns into SuiteCRM. Import accounts before contacts.

  2. Step 2

    Then do the rest

    If the sample looks right, run the rest. If it does not, stop and fix the mapping. Do not cancel the old account in the middle.

What breaks

  • What does not come with you

    Apex, flows, and the AppExchange do not move.

  • People and permissions

    Accounts on the new tool are new accounts. Sharing has to be set up again.

This guide is a path, not a promise that every setting moves. The steps were not re-checked against a live click-path on 2026-10-15.

Sponsored migration guide

$299 once

An export, import, and what-breaks guide for one pair. The page is labeled sponsored. It does not change which alternative ranks #1.

  • One pair, written from public docs
  • Sponsored label on the guide
  • The organic top pair keeps its own guide
Buy now

Opens a Stripe Payment Link.

All Salesforce alternatives·SuiteCRM profile

https://ditchly.co/migrate/salesforce-to-suitecrm