How to Switch from Salesforce to XIntelliSync — Step-by-Step Migration Guide
"Your CRM data comes with you. No implementation project required."
Salesforce is a leading CRM platform used globally by businesses of all sizes. If you're considering XIntelliSync, it's likely because you want to consolidate CRM with accounting, payroll, and operations — and reduce per-seat costs. Here's how the migration works.
What Salesforce Does Well
Salesforce is a capable platform worth acknowledging:
- Extensive CRM customisation with custom objects, fields, and automations
- Large ecosystem of AppExchange integrations
- Strong reporting and dashboard capabilities
- Enterprise-scale security and compliance certifications
- Global customer base with deep industry expertise
Step 1: Export Your Salesforce Data
Export the following from Salesforce:
- Contacts and Accounts: Setup → Data Export → Include all objects, or Reports → Export
- Opportunities: export with stage, amount, close date, and owner fields
- Cases/Support tickets: if applicable, export for CRM history
- Reports and dashboards: screenshot or export as reference for XIntelliSync setup
- Custom objects: export as CSV for assessment of what needs rebuilding
Step 2: Import into XIntelliSync
XIntelliSync's guided onboarding wizard handles the import:
- Upload contacts CSV — field mapping with automatic detection and manual override
- Upload companies CSV — linked to contacts via domain matching
- Upload opportunities as deals — mapped to XIntelliSync pipeline stages
- Connect bank feeds via Basiq for accounting setup
- Configure AI agents for CRM, accounting, and operations workflows
Step 3: Assess and Rebuild
Salesforce implementations vary in complexity. Assess what needs attention:
- Standard CRM: contacts, deals, pipeline — direct import, works immediately
- Custom fields: recreate in XIntelliSync using custom field configuration
- Automations: rebuild using XIntelliSync automation recipes (150 available) and AI agents
- Integrations: check if XIntelliSync's built-in features replace the integration need
- Reports: rebuild using XIntelliSync's 119 dashboard widgets and reporting tools
Step 4: Parallel Running
Run both platforms in parallel for 2-4 weeks:
- Verify all data imported correctly
- Test CRM workflows and AI agent automations
- Set up accounting, payroll, and compliance features
- Train team on the unified platform
- Once confirmed, decommission Salesforce
What You Gain
After migration, one XIntelliSync subscription replaces Salesforce CRM plus the 3-5 additional tools most Salesforce users need for accounting, payroll, and operations. From $97/month with no per-seat pricing — compared to Salesforce Professional at AU$100/user/month (billed annually, as of early 2026) plus separate accounting and payroll subscriptions.