Act! ✓ Salesforce Migration
Act!
Salesforce

Migrate Act! Contacts to Salesforce Accounts in Hours

Act! limits you to flat contact records without true relationship mapping, forcing manual rewiring of your customer hierarchies. SuprSwitch's proprietary transformation layer automatically maps Act! Activities, History, and Groups directly into Salesforce Opportunities, Accounts, and Contacts—preserving 100% of your data fidelity in a single pass.

< 24 hrs
Migration Speed
100.00%
Data Integrity
Instant
Field Mapping
"Will my Act! Groups and Companies survive the migration to Salesforce Accounts and Contacts—without losing the many-to-many relationships?"
SuprSwitch's proprietary transformation layer maps Act! Companies directly to Salesforce Accounts and Act! Contacts to Salesforce Contacts, then uses our native schema mapping engine to reconstruct the many-to-many relationships through Salesforce's AccountContactRelation object. This preserves role, relationship type, and association date without flattening your contact hierarchy—our in-house engine handles the structural translation that standard tools can't.
"Can SuprSwitch migrate my Act! Activity history—including Notes, Calls, and Meetings—with all the timestamps and linked records intact?"
Our direct data extraction process captures Act! Activities (stored in Act!'s discrete Notes, Calls, and Meetings tables) and converts them into Salesforce Tasks and Events through our transformation layer, preserving the original activity type, datetime, associated Contact/Company, and full note text. The in-house engine also maintains the historical sequence so your complete activity timeline arrives unbroken.
"My Act! custom fields are critical to our sales process—will they really convert to Salesforce custom fields, or will they be lost?"
SuprSwitch's native schema mapping catalogs every custom field in your Act! database and automatically creates matching custom fields in your Salesforce org with identical names, field types (text, number, picklist, date, etc.), and validation rules. Our transformation layer then migrates the actual data values into these new fields using direct data extraction, so no custom field is orphaned—only fields with no Salesforce equivalent are flagged for review before migration.
Why SuprSwitch

Why Sales Teams Choose SuprSwitch Over Act!'s Native Salesforce Export

Act!'s native export flattens hierarchical relationships between Contacts, Companies, and Activities into generic CSV columns, strips custom field type definitions (turning picklists into plain text), and abandons historical engagement records that don't fit a flat schema. SuprSwitch's in-house transformation layer reconstructs Act!'s relational data model into Salesforce's object structure, preserving custom field types through intelligent schema mapping and migrating complete activity histories without data loss.

🔗

Company-Contact Hierarchies Stay Intact

Act! organizes Contacts under Companies with parent-child relationships that a CSV export completely flattens into denormalized rows. SuprSwitch's native schema mapping recognizes Act! Company records and their associated Contacts, then directly maps them to Salesforce Accounts and their Contact lookups with referential integrity preserved. The result: every Contact lands with its correct Account parent, and rollup fields on Accounts automatically calculate from their child Contacts—no manual re-linking required.

📋

Custom Field Types Map to Salesforce Field Types

Act!'s CSV export converts all custom fields to generic text, losing critical metadata like picklist options, date formats, currency symbols, and checkbox states. SuprSwitch inspects Act!'s field definitions in your source database and maps them to Salesforce's native field types: Act! picklists become Salesforce picklists with values intact, numeric fields land as Number or Currency fields, and checkboxes become proper Boolean fields. Your field logic and validation rules port over in one step.

📞

Complete Activity History Migrates with Relationships

Act! stores Activities (calls, emails, to-dos, notes) linked to specific Contacts and Companies, but a native export only grabs the Activity table itself—severing all parent-child links. SuprSwitch's transformation engine preserves every Activity's association back to its originating Contact or Company, then maps Act! Activity types (calls, emails, meetings) to Salesforce Tasks or Events based on your configuration. Your entire engagement timeline lands in Salesforce with full context and proper object relationships.

👤

Owner and User Assignment Carry Over Automatically

Act! records have Owner fields tied to users in your Act! user table, but Salesforce requires OwnerId to match actual Salesforce user IDs—a mismatch CSV import cannot resolve. SuprSwitch maintains a bidirectional user mapping file: Act! usernames match to Salesforce user IDs by email or ID, then every Contact, Company, and Activity record is re-owned by the correct Salesforce user without orphaning data or creating unmatchable text fields.

Trusted by 200+ sales-led teams who migrated off
Data Coverage

Every Act! Asset, Accounted For

Act! manages customer relationships through Contacts, Companies, Groups, Activities, History, and Opportunities. SuprSwitch migrates all of these core object types from Act! into Salesforce, preserving your complete relationship data, activity history, and pipeline information with full field-level integrity.

👤 Contacts
All records
Contacts
Salesforce Contacts
💡 Act! Contact records map directly to Salesforce Contacts with field transformation of custom fields; Act!'s compound name field splits into FirstName and LastName, and lookup relationships are preserved for Account associations.
🏢 Companies
All records
Companies
Salesforce Accounts
💡 Act! Company records become Salesforce Accounts; parent-child company relationships are maintained, and custom company fields map to custom Account fields with type conversion for picklists and multi-select fields.
📋 Opportunities
All records
Opportunities
Salesforce Opportunities
💡 Act! Opportunities migrate as Salesforce Opportunities with stage values mapped to your target Stage picklist; probability and revenue fields align with Salesforce's standard currency and forecast fields.
Activities
All records
Activities
Salesforce Tasks
💡 Act! Activities (calls, meetings, to-dos) convert to Salesforce Tasks with activity type picklists preserved; timestamp fields and duration data are maintained, and Activity-to-Contact/Company relationships are preserved.
📝 History
All records
History
Salesforce Activity History
💡 Act! History records (completed interactions) map to Salesforce Task history with read-only audit trail preservation; user associations and completion timestamps are retained for full activity audit trails.
🔗 Groups
All records
Groups
Salesforce Account Teams
💡 Act! Groups (contact groupings and segmentations) migrate as Salesforce Account Teams or custom junction objects depending on your data model; membership relationships and group metadata are preserved for segmentation continuity.
📸

Pre-Migration Data Preview

Before we touch anything, SuprSwitch generates a full data inventory of your account: record counts per object, custom field list, pipeline structure, and owner mapping. You approve the field map before the migration runs.

Under the Hood

Built for Act!'s Relational Contact Database

Act! stores all data in a tightly coupled relational database with multiple contact types (individuals, companies, groups), custom lookup tables, and embedded user-defined fields (UDFs) that live across multiple tables. SuprSwitch's proprietary extraction engine reads Act!'s native database schema directly, preserving every field relationship and custom extension without CSV limitations, then our transformation layer intelligently maps Act!'s relational structure into Salesforce's object model.

Act! Native Schema Extraction

Zero CSV Risk

SuprSwitch bypasses Act!'s CSV export process entirely, reading directly from Act!'s relational database tables—including the core contact, company, and activity records. This direct pipeline preserves all data precision and avoids Act!'s CSV truncation limits (which often drop memo fields, custom field values, and embedded associations). Our engine natively understands Act!'s internal field ID mappings, allowing us to extract even hidden or archived records without loss.

Multi-Table Association Rebuild

Referential Integrity

Act! maintains complex relationships across multiple tables: contact-to-company links via Contact.Company_ID, activity-to-contact via Activity.ContactID, and custom associations through Act!'s junction tables. SuprSwitch maps these foreign key relationships during extraction and rebuilds them in Salesforce as native Account-Contact relationships and custom lookup fields, ensuring no orphaned records or broken links. The transformation layer intelligently resolves many-to-many contact relationships (e.g., multiple contacts per company) into Salesforce's account hierarchy.

Custom Field Type Preservation

Schema-Aware

Act! supports diverse field types including Text, Number, Decimal, Date, Dropdown lists (using its internal Lookup table system), and encrypted memo fields—each with distinct SQL storage patterns. SuprSwitch's transformation layer maps Act! Dropdown fields to Salesforce picklists, Text (unlimited) to long text areas, Date fields to Salesforce Date fields, and maintains numeric precision for financial data. Custom fields defined in Act!'s user-defined field tables are automatically detected and recreated as custom fields in Salesforce.

Delta Sync & Cutover Safety

Live-Safe

SuprSwitch continuously syncs new and modified records from Act!'s database during your migration window, capturing changes up to cutover moment. Our engine tracks last-modified timestamps at the record level, ensuring zero data loss even if Act! is still in use. Post-validation, the final delta sweep imports only fresh changes, allowing you to run Act! and Salesforce in parallel until you're ready to switch—eliminating the risk of post-migration orphaned updates.

100% Data Fidelity Guarantee

We verify record counts and field values in before sign-off. Any discrepancy is fixed before you go live.

30-Day Post-Migration Support

A dedicated migration engineer is available for 30 days post-launch to fix any data issues that surface after your team starts using.

SOC 2 Compliant Process

Data is encrypted in transit and at rest. We never store your credentials — OAuth tokens are used and revoked per migration.

Migration Architecture

Migration Architecture: Act! → Salesforce

The SuprSwitch migration engine maps Act!'s relational contact-company structure directly into Salesforce Accounts, Contacts, Opportunities, and Activities, preserving all historical data and custom fields through native schema mapping. Our methodology prioritizes data integrity by auditing Act!'s unique field requirements upfront, then executing a phased extraction-transformation-load process that maintains referential integrity throughout.

1
Schema Audit & Mapping
Analyze Act! database structure, including Companies, Contacts, Opportunities, Activities, and custom fields. Map Act! entities to Salesforce Account, Contact, Opportunity, Task, Event, and custom object equivalents with stakeholder approval.
Day 1–2
2
Primary Object Migration
Extract and load Act! Companies → Salesforce Accounts, Contacts → Salesforce Contacts, and Opportunities → Salesforce Opportunities. Apply field transformations and validation rules during batch load.
Day 3
3
Relationships & History
Migrate Contact-to-Company associations, Activity records (Calls, Meetings, Notes), and historical interaction logs. Reconstruct Act! relationship dependencies in Salesforce lookup fields.
Day 3–4
4
Delta Sync & Go-Live
Capture any changes made in Act! during migration window, perform full record count and field validation, reconcile orphaned records, then execute final sync and user cutover.
Day 4–5
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SuprSwitch's proprietary extraction engine reads Act! database tables directly, identifying all custom fields, field-level validation rules, and relationship metadata without requiring middleware. The engine performs live schema analysis to ensure no data elements are missed during extraction.

Data flows through our transformation layer in high-volume batches, applying field mapping rules, standardizing date formats, converting Act! picklist values to Salesforce standard values, and validating required fields before the direct data pipeline loads records into Salesforce.

Post-migration validation compares source-to-destination record counts by object type, field-by-field data sampling, relationship referential integrity checks, and activity record completeness audits. All discrepancies are logged and resolved before sign-off.

The Human Element

Beyond Automation: In-House RevOps Experts

Our proprietary engine handles 99% of the heavy lifting, but every CRM has strict platform limitations. When HubSpot restricts automated imports for complex workflows or proprietary activity history, our in-house RevOps professionals step in.

We manually rebuild the business logic that machines can't touch, ensuring your new environment is perfectly tuned and ready for your sales team on day one.

RevOps Expert RevOps Expert RevOps Expert

Dedicated RevOps Engineer included with every migration.

What our experts handle manually:

Complex Workflows & Automations

Automated engines cannot migrate business logic. We manually translate and rebuild your HubSpot automations natively in HubSpot.

Restricted Activity History

Some historical data types are locked by HubSpot. Our team uses creative data-structuring to ensure no context is lost.

Custom Object Architecture

When standard mapping isn't enough, we architect and deploy custom objects in HubSpot to match your exact sales motion.

Choose the Migration Plan That Fits Your Business

Whether you want complete control or expert guidance, we’ve got you covered.

Self-Service

$499

Starting price, up to 50,000 records

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Access to all supported CRMs

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Free Sample migrations

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Real-time Preview

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Migration Analytics Report

Custom Migration

$Talk to us

Custom quotes for complex migrations.

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Everything in Guided Migration +

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Complex Field Transformations

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Industry-Specific Customizations

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Legacy System Integration

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Complex Data Filtering

FAQs

Common Questions About Migration

Edge Case Act! has Activity Histories that automatically timestamp interactions like phone calls, emails, and tasks. Salesforce tracks these differently with separate Activity objects. How does SuprSwitch preserve Act!'s automatic logging without losing the granularity?
Act!'s Activity Histories are timestamp-linked transaction records embedded within contact records, while Salesforce separates Activities into discrete Task and Event objects with their own record hierarchy. SuprSwitch's transformation layer maps Act! Activity Histories to Salesforce Activities, converting each logged interaction (phone call, meeting note, email) into individual Task or Event records linked via the AccountId and ContactId foreign keys. However, Act!'s automatic timestamp inheritance—where activities inherit the contact's date context—doesn't have a direct Salesforce equivalent. Our engine preserves this by extracting the timestamp metadata and populating the ActivityDate and DueDate fields explicitly, ensuring no temporal context is lost. One limitation: Act!'s embedded activity notes field has a higher character limit than Salesforce's Description field, so very long activity histories are truncated at 32,000 characters and flagged for review.
Technical Act! uses a 'Groups' feature to segment contacts into custom lists (e.g., 'VIP Customers', 'Inactive Leads'). Salesforce doesn't have an equivalent native object. What's the recommended approach during migration?
Act! Groups are static, user-defined membership lists with no native Salesforce counterpart—Salesforce uses dynamic Segmentation and List Views instead. SuprSwitch provides three conversion paths: (1) Map Groups to Salesforce Campaigns, which allows you to manage membership dynamically and track engagement; (2) Create a custom checkbox field per Group and flag contacts accordingly, useful for simple retention groups; or (3) Implement a custom 'Group Membership' junction object if you need exact replication with historical tracking. We recommend option 1 (Campaigns) for most clients because it preserves the intent of segmentation while adding modern reporting capabilities. During migration, we generate a mapping report showing which Act! Groups map to which Salesforce objects so stakeholders understand the structural shift before go-live.
Timeline What's the typical timeline from when we kick off an Act! to Salesforce migration with SuprSwitch, and what are the major decision gates that can delay us?
A typical Act! to Salesforce migration runs 8-12 weeks depending on data volume and customization complexity. The timeline breaks into five phases: (1) Discovery & Assessment (weeks 1-2, involves documenting custom fields, Groups, and pipelines); (2) Schema Design & Mapping (weeks 2-3, identifying field equivalents and workarounds); (3) Transformation Configuration (weeks 3-5, building and testing the proprietary engine rules); (4) Pilot Migration (week 6, small batch testing with user feedback); (5) Full Production Migration & Validation (weeks 7-12, executing the complete transfer and reconciliation). Major gates that cause delays include: unresolved custom field definitions in Act!, discovery of duplicate records requiring manual deduplication, large attachment volumes (>10GB), and late-stage Salesforce configuration changes. We recommend front-loading the discovery phase and finalizing Salesforce org setup before we begin transformation work.
Edge Case Act! allows contacts to appear in multiple pipelines simultaneously (Sales Pipeline, Service Pipeline, Partner Pipeline, etc.). Does Salesforce support that, and how does SuprSwitch handle contacts that need to be in multiple opportunity flows?
Act! pipelines are contact-level properties that allow a single contact record to exist in multiple pipeline states at once, whereas Salesforce uses Opportunities as separate records linked to a single Account/Contact, with each Opportunity having one stage in one pipeline. This is a fundamental architectural difference. SuprSwitch handles this by converting Act! multi-pipeline contacts into multiple Salesforce Opportunity records—one Opportunity per pipeline state per contact. For example, an Act! contact tagged for both 'Sales' and 'Service' pipelines becomes a Sales Opportunity and a Service Opportunity in Salesforce, both linked to the same Account and Contact. This approach preserves business logic but requires post-migration training: your team needs to understand that they're now managing separate Opportunity records rather than pipeline flags on a single contact. We provide reconciliation reports showing the 1-to-many conversion so you can validate that no pipeline visibility was lost.
Data Integrity How does SuprSwitch validate that all our Act! data arrived correctly in Salesforce, and what happens if we discover missing records or corrupted fields after the migration is complete?
SuprSwitch runs a multi-stage validation framework: (1) Row-count reconciliation—we compare the number of contacts, accounts, and activities exported from Act! against the number created in Salesforce, flagging any discrepancies immediately; (2) Field-level spot-checking—we sample 5% of records across all major field types (names, emails, custom fields, dates) and validate data integrity; (3) Relationship validation—we verify all foreign key relationships (contacts to accounts, activities to contacts) are intact; (4) Duplicate detection—we identify potential duplicate records that may have been created and provide merge recommendations. You receive a comprehensive post-migration audit report within 48 hours showing pass/fail status for each validation gate. If issues are discovered within 14 days of cutover, we provide one remediation cycle at no additional cost—this means we'll re-run the transformation with corrected rules and reload the affected data. After 14 days, ongoing corrections fall under support, though most issues are caught and resolved before your users access the system.

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