Book a migration callMigrate from Insightly to Salesforce in hours, not months
Insightly's limited customization and rigid pipeline structure leave sales teams outgrowing their CRM. SuprSwitch's proprietary transformation layer automatically maps your Contacts, Organizations, and Deals into Salesforce's native Accounts, Leads, and Opportunities—preserving field fidelity and relationship history in a single pass, no manual data cleanup required.
Why Sales Teams Choose SuprSwitch Over a DIY Insightly CSV Export to Salesforce
Insightly's native CSV export flattens hierarchical relationships, dropping critical Organisation–Contact links and Project–Task associations that are essential in Salesforce. The export also loses custom field types (picklists collapse to text, currency fields lose formatting), fails to migrate Insightly's Activity timeline, and doesn't map Insightly's pipeline stages to Salesforce Opportunity stages intelligently. SuprSwitch's in-house transformation layer preserves referential integrity, performs native schema mapping of platform-specific objects, and ensures every record arrives in Salesforce with full data fidelity and relationship structure intact.
Organisation–Contact Links Fully Preserved
Insightly Organisations and Contacts maintain many-to-many relationships that are fundamental to sales workflows—a Contact works for multiple Organisations, and an Organisation has multiple Contacts. CSV export treats each relationship as a separate row, breaking the association structure entirely. SuprSwitch's transformation layer reconstructs these relationships as Salesforce Accounts and Contacts with proper lookup fields and junction objects, maintaining the exact many-to-many cardinality. Your sales team lands in Salesforce with complete visibility of which contacts belong to which accounts.
Custom Field Types Land as Real Properties
Insightly's custom fields include proper picklists, currency, and date types, but CSV export flattens everything to text strings. A picklist like "Engagement Status" becomes plain text, forcing manual re-mapping in Salesforce. SuprSwitch's native schema mapper recognizes Insightly field definitions, translates Insightly picklist values into Salesforce picklists with correct recordTypes, and converts currency and date fields to their proper Salesforce field types. Your reports and validation rules work correctly from day one.
Activity History Migrates with Full Timeline
Insightly Activities (tasks, calls, emails logged against Contacts, Organisations, and Projects) are not included in standard CSV exports—your team loses the entire engagement history. SuprSwitch extracts Insightly Activities via direct data extraction, maps them to Salesforce Tasks and Events with correct date/time stamps, and attaches them to the correct Accounts, Contacts, and Opportunities. Your sales reps see the full communication history the moment they log in.
Pipeline Stages Map Intelligently to Opportunities
Insightly uses a Pipeline object with custom Stages (e.g., 'Discovery', 'Demo', 'Proposal') that have no direct equivalent in a Salesforce CSV import. CSV export leaves Pipeline data orphaned. SuprSwitch's in-house engine recognizes Insightly Pipelines, maps each stage to a Salesforce Opportunity stage, and populates Opportunity records with the correct StageName, probability, and close date. Your pipeline reporting and sales process automation activates without manual stage re-configuration.
Every Insightly Asset, Accounted For
Insightly organizes customer data across six core object types: Contacts, Organizations, Opportunities, Projects, Activities, and Notes. SuprSwitch migrates all of these objects with complete field mapping, preserving relationships, custom fields, and historical data throughout your transition to Salesforce.
Built for Insightly’s Relational Object Graph
Insightly uses a deep relational model with polymorphic associations—Organizations, Contacts, and Leads can each relate to Projects, Opportunities, and custom objects through a flexible linking system. SuprSwitch's proprietary extraction engine reads Insightly's native record identifiers and relationship metadata directly, preserving the exact cardinality and object types without flattening or CSV intermediaries. Our transformation layer reconstructs these polymorphic associations into Salesforce's Account-Contact-Opportunity hierarchy, maintaining referential integrity across the entire dataset.
Native Insightly Record Extraction
Direct PipelineInsightly stores Contacts, Organizations, Leads, Opportunities, and Projects as discrete relational entities with unique RecordID sequencing and system-managed timestamps. SuprSwitch's proprietary extraction engine reads these record types and their metadata fields (CreatedDate, UpdatedDate, RecordStatus) directly from Insightly's data layer without CSV export. We capture field-level lineage and custom field definitions (text, number, date, picklist, multi-select) for each object, ensuring no data shape loss during migration.
Polymorphic Association Rebuild
Referential IntegrityInsightly's linking system allows Contacts to relate to Organizations, Opportunities, and Projects through flexible many-to-many associations, and Opportunities to link to multiple Contacts via relationship roles. Our transformation layer reads the source association metadata and role definitions, then rebuilds these connections as Salesforce's Account-Contact junction records, Opportunity Contact Roles, and custom lookup relationships. All role mappings and historical association timestamps are preserved to prevent orphaned records.
Custom Field Type Mapping
Schema-AwareInsightly supports text fields, textarea, number, currency, date, datetime, checkbox, picklist, and multi-select custom fields on every object type. SuprSwitch maps Insightly's picklist definitions and multi-select options directly into Salesforce's record types and field values, preserving choice lists and dependencies. We auto-detect field validation rules and character limits, then apply equivalent Salesforce field constraints to ensure data compliance post-migration without manual remapping.
Delta Sync on Cutover
Live-Safe MigrationInsightly tracks all record changes via CreatedDate, UpdatedDate, and RecordStatus fields, allowing us to isolate net-new and modified records created after the initial bulk load. SuprSwitch's incremental sync engine performs a final delta pass on migration day, capturing last-minute Opportunities, Contact updates, and ownership changes. This zero-downtime approach lets you keep Insightly live until final cutover, then load only day-of deltas into Salesforce without re-migrating stable records.
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: Insightly → Salesforce
SuprSwitch's purpose-built migration engine ingests Insightly's hierarchical contact, company, and deal structure, automating field mapping and relationship resolution before native Salesforce object creation. The process maintains data integrity across Insightly's custom fields, linked records, and activity streams while conforming to Salesforce's standard and custom object taxonomy.
SuprSwitch's proprietary extraction engine directly ingests Insightly's contact, company, opportunity, and activity databases, decompressing linked record relationships and custom metadata in a single scan without intermediate staging.
Native schema mapping and transformation layer automatically converts Insightly field types to Salesforce equivalents (text to picklist, currency scaling, date formatting) and batches records into optimal Salesforce load chunks for parallel processing.
Post-migration validation engine compares record counts, field-by-field checksums, and relationship cardinality between Insightly source and Salesforce target, flagging orphaned records and data type mismatches before go-live.
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.
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
Access to all supported CRMs
Free Sample migrations
Real-time Preview
Migration Analytics Report
Guided Migration
$999
Starting price, varies on volume.
Everything in Self-Service +
Selective Data Migration
Expert Migration Guidance
Data Mapping Support
Data Quality Management
Custom Migration
$Talk to us
Custom quotes for complex migrations.
Everything in Guided Migration +
Complex Field Transformations
Industry-Specific Customizations
Legacy System Integration
Complex Data Filtering
Common Questions About Migration
Insightly’s Project object is a unique feature that doesn’t map directly to Salesforce’s standard objects. SuprSwitch’s transformation layer converts Insightly Projects into Salesforce Campaigns paired with custom Milestone tracking through Tasks with custom fields for dependency relationships. Project milestones become Campaign Milestones (Salesforce’s native milestone object), while task dependencies are preserved through lookup fields and custom formula fields that maintain the parent-child relationship. This approach keeps your project structure intact while leveraging Salesforce’s native functionality for timeline and resource tracking.
Insightly and Salesforce handle picklist values differently in their data models. SuprSwitch’s native schema mapping analyzes both systems’ picklist definitions during the pre-migration phase and creates a mapping table for any values that don’t match exactly. If Insightly has a picklist value like ‘Follow-up Required’ and Salesforce expects ‘Needs Follow-up’, our engine automatically translates during migration. For unmapped values, SuprSwitch flags them in a migration report so you can manually adjust field definitions before migration runs, ensuring zero data loss and preventing validation errors on custom fields.
A typical Insightly to Salesforce migration takes 2-4 weeks depending on your data volume and custom field complexity. The process breaks into phases: assessment and mapping (3-5 days), test migration (3-5 days), stakeholder validation (2-3 days), and cutover (24-48 hours). During cutover, your Insightly org remains unchanged; we create a complete duplicate of your data in Salesforce independently. Once validation is complete and you’ve signed off, we perform the final sync to pull any last-minute changes, then you switch your team to Salesforce. Your Insightly instance stays live until you decide to sunset it—there’s no forced cutoff.
Salesforce doesn’t natively support per-stage field visibility the way Insightly does with its stage-dependent field mapping. SuprSwitch handles this by converting Insightly’s conditional field logic into Salesforce’s Page Layout architecture combined with Lightning Record Types. Each Insightly opportunity pipeline becomes a distinct Record Type in Salesforce, with corresponding Page Layouts that show/hide fields based on stage position, replicating your original visibility rules. This requires an additional setup step but preserves your field governance without forcing users to see irrelevant fields at each stage.
SuprSwitch runs a multi-layer validation engine post-migration: record count reconciliation (ensuring every Insightly record has a Salesforce equivalent), field-level checksums (comparing data values to spot transformation errors), and relationship integrity scans (verifying all lookups and parent-child links are intact). Any failures are logged in a detailed exception report showing the record ID, field, and reason for failure—most commonly validation rule violations or missing required fields on the Salesforce side. We provide a remediation guide to fix the root cause and re-migrate only the failed records. You’ll also have temporary read-only access to both systems during a 30-day validation window to spot-check critical records before decommissioning Insightly.