Mass Migrations

Move your Salesforce data, in bulk, on demand

Whether you're consolidating orgs, refreshing a sandbox, or doing an initial data load, SwiftPort Migrations let you push any object — with filters, field mapping, and match strategy — from one Salesforce org to another. No code. Save and re-run any time.

Any object

Standard & custom

Multi-step

Dependency-aware

Re-runnable

Save & run again

Built for serious data movement

More than a CSV import. A full migration builder with logging, deduplication, and re-runs.

Any Salesforce object

Migrate standard objects (Accounts, Contacts, Leads, Opportunities, Cases) or any custom object. SwiftPort fetches the full schema from Salesforce so you see every field.

Multi-step, dependency-aware

Define multiple object steps in a single migration job. SwiftPort executes them in sequence — so Accounts migrate before Contacts, preserving lookup relationships.

Scoped by filters

Don't move everything — filter which records get migrated. Combine field conditions to select only the records you need, with picklist values shown from Salesforce.

Field mapping per step

Each step gets its own field mapping. Source fields don't need to have matching names in the target org. Auto-map handles exact matches; you handle the rest manually.

Match strategy for deduplication

If records already exist in the target org, configure a match strategy. Match by Email, Account Name, external ID, or any field — so existing records are updated, not duplicated.

Full run history

Every migration run is logged. See how many records were processed, how many succeeded, how many failed, and why — with per-record error details for failures.

Saveable & re-runnable

Migrations are saved to your account. Re-run a migration any time — useful for periodic imports, initial data loads, or syncing environments on demand.

Critical-fail logic

If a critical step fails, the chain stops. Downstream steps that depend on the failed step don't run — preventing partial or inconsistent data states.

Common use cases

Migrations work for any scenario where you need to bulk-move records between orgs.

Org consolidation

Merging two business units that each have their own Salesforce org. Move all historical data into one org before decommissioning the other.

AccountsContactsOpportunitiesCasesActivities

Sandbox refresh population

Production data looks different from sandbox data. Use a migration to pull a representative sample from production into your sandbox for realistic testing.

AccountsContactsCustom ObjectsPrice Books

Data archiving

Move closed or old records out of a busy org into a clean archive org. Reduce clutter and keep your operational org focused on active data.

Closed OpportunitiesArchived CasesOld Leads

Initial data load

Going live on a new Salesforce org? Migrate your data from a legacy CRM, spreadsheet import org, or existing org all at once with a single migration job.

Any ObjectCustom ObjectsLookup Relationships

Build a migration job in 7 steps

The guided builder walks you through every decision. No SQL, no APIs, no engineers.

01

Name your migration job

Give the job a clear name. You'll run it more than once so make it meaningful — e.g. 'Production → Sandbox Accounts & Contacts'.

02

Choose source and target orgs

Select from your connected orgs. The same org can be used for both source and target (useful for testing).

03

Add steps (objects)

Each step is one object migration. Add as many steps as needed. Order matters — place parent objects before child objects.

04

Per step: filters and mapping

For each step, configure which records to pull (filters) and how fields map from source to target. Required target fields are highlighted.

05

Per step: match strategy

Tell SwiftPort how to handle records already in the target org. Match by a field like Email or External ID to avoid duplicates.

06

Review AI warnings

SwiftPort's AI analyzes your mapping for type mismatches, unmapped required fields, and potential data loss before you run.

07

Run the migration

Hit Run. SwiftPort executes each step in sequence on the Railway worker. Monitor live progress in the run history view.

Need ordered, dependency-chain migrations?

Migrations also power SwiftPort's CPQ and Revenue Cloud Accelerator (RCA) integration modes. These are pre-built templates that migrate Salesforce CPQ and RCA objects in the correct dependency order — Price Books, Products, Pricebook Entries, Assets, and more.

Run History

Every run is logged and inspectable

After a migration runs, you get a full breakdown of every step: how many records were attempted, how many succeeded, and detailed error messages for each failure. You can re-run the entire job or investigate individual steps.

  • Per-step success and failure counts
  • Salesforce error codes per failed record
  • Re-run the full job with one click
  • Full history across all runs for each job

Migration Run — Production → Sandbox

Started 2 minutes ago · 3 steps

AccountsComplete
2,430 succeeded
Contacts2 errors
8,918 succeeded2 failed
OpportunitiesRunning…

Ready to move your data?

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