The 5 Best Salesforce Data Migration Tools
Whether you’re moving from one Salesforce workspace to another, migrating from Salesforce to another CRM, or upgrading to Salesforce, you’ll need to migrate a ton of data. You can always build a team to handle this migration manually, but this isn’t feasible for most organizations. It leads to a ton of manual work, data loss, and more issues that can slow down or even completely stall your migration. Not to mention how expensive it can become.
That’s why Salesforce data migration tools exist. For most organizations, these tools are a must-have for any migration to and from Salesforce. Here are some of the best.
Unito: Best Salesforce data migration tool for phased migrations
Unito is a no-code, fully customizable integration platform with some of the deepest two-way integrations for tools like Salesforce, HubSpot, Jira, ServiceNow, and more. With its two-way integration for Salesforce, Unito unlocks what’s called synced migration, allowing organizations to migrate progressively, with enough overlap between tools to train teams at their own pace. Unito keeps everything in sync between Salesforce and whatever tool you’re migrating to (or from). That means everyone has all the context they need for their work, no matter which tool they’re in.
With Unito as your Salesforce data migration tool, your migration doesn’t have to be a zero-sum game. You can migrate your way, on your time, without losing any data.
Want to see everything Unito can do for your Salesforce users? Check out our free ebook: 15 Ways to Integrate Salesforce in Real-Time.
Salesforce Data Loader
Salesforce Data Loader is a free, built-in migration tool available for Enterprise, Performance, Unlimited, and Developer plans. It allows Salesforce users to import, update, delete, or export Salesforce in one of two ways:
- From CSV files, spreadsheets that can usually be exported from most other software tools.
- Database connections, built-in Salesforce integrations for tools like Amazon Athena, Microsoft Azure Synapse, Snowflake, and Zendesk.
If you have access to this tool in your Salesforce plan, it’ll likely be the first data migration tool you look at. Though be aware that it might not necessarily be the best option for all migrations.
Jitterbit Data Loader
Jitterbit’s Data Loader is a free tool for Salesforce with a visual, drag-and-drop for mapping Salesforce fields with fields from your source tool. With built-in features for automating, scheduling, and repeating migration operations, you can streamline your migration process, and even automatically migrate your data piece by piece.
Note, though, that this tool is only free for up to 100 operations a month, after which you’ll need a paid Jitterbit plan.
Astera
Astera is an AI-powered integration and data migration solution for Salesforce. It can be used for one-off migrations as well as setting up ongoing integrations between Salesforce and other enterprise tools, like SAP (Systems, Applications, and Products) platforms and ERP (Enterprise Resource Planning) software. Astera allows Salesforce users to connect multiple accounts to their Salesforce organization, filter and transform their data, and migrate even the largest datasets.
MigrateMyCRM
MigrateMyCRM is a dedicated migration tool specifically built for CRM (Customer Relationship Management) systems like Salesforce. No matter what CRM you’re migrating from (or to), you’ll be able to move your data as you see fit. This likely won’t be the best option for you if your customer data is scattered throughout spreadsheets and other tools — as is the case in many smaller organizations.
Migrate flawlessly with Unito
While there are more than a few options for managing your Salesforce data migration, only one allows you to run a synced migration: Unito. With a single Unito flow, you can migrate Salesforce cases, contacts, leads, and more to over 50 other tools. All on your terms, in your own time, with the deepest two-way sync on the market.
Ready to see what Unito can do for your migration?
Meet with our team and get a full walkthrough of using Unito as a Salesforce migration solution.
FAQ: Salesforce data migration tools
What is a data migration tool in Salesforce?
A data migration tool in Salesforce is any tool that allows you to either pull data out of Salesforce and load it into other tools, or pull it out of other tools and load it into Salesforce. While Salesforce has built-in tools for doing this, they’re not always the best option.
Which tool is best for data migration?
That depends entirely on your needs, but here are some of the best tools for managing your Salesforce data migration process:
- Unito
- Salesforce Data Loader
- Jitterbit
- Astera
- MigrateMyCRM
What are the four types of data migration?
The four types of data migration are categorized based on the kind of system being migrated. They are:
- Database migration
- Application migration
- Storage migration
- Cloud migration