Switching to Cyril.
Bring your records across from Salesforce, HubSpot, Pipedrive or a spreadsheet. You see the counts and the mapping before anything moves, and any import can be rolled back for 30 days.
Four ways in.
Every route is a one-way import into Cyril. Cyril reads from your old system and never writes back to it.
| From | Connect with | What comes across | Status |
|---|---|---|---|
| Salesforce | Your Salesforce sign-in | Accounts, contacts, leads, opportunities and their contact roles, tasks, events, notes, attachments and files, campaigns and members, and custom objects.Sales Cloud only. Marketing Cloud is out of scope. | Available |
| Pipedrive | An API token | Organisations, people, deals, activities and notes, with custom fields on organisations, people and deals mapped by you. | Available |
| HubSpot | Your HubSpot sign-in | Contacts, companies, deals and tickets.Built and tested against a simulated account. Not yet run against a real HubSpot portal. | Coming soon |
| Anything else | A CSV file, up to 50 MB | Records from any tool that exports a spreadsheet, mapped column by column. Save the mapping as a template for the next file. | Available |
You see the mapping first.
Cyril suggests where each field should go. You confirm, change or skip every one before a single record moves.
Fields that have no home in Cyril can land in a custom field rather than being dropped. Fields you choose to skip are listed in the report.
| In Salesforce | Cyril, B2B | Cyril, B2C |
|---|---|---|
| Business account | Company | Skipped, or flattened if you choose |
| Person account | Contact under a placeholder company, or skipped | Contact |
| Contact | Contact, on its company | Contact |
| Lead | Lead | Lead |
| Opportunity | Deal, on its company | Deal, on its contact |
Custom object Engagement__c | External record | External record |
You choose B2B or B2C once, when your workspace is set up, and it does not change. If your Salesforce data leans the other way, preflight says so before mapping starts, and you decide whether to skip or flatten.
| In HubSpot | In Cyril | Linked to |
|---|---|---|
| Company | Company | Its contacts and deals |
| Contact | Contact | Its company, where one was imported |
| Deal | Deal | Imported contacts and companies |
| Ticket | Support ticket | Where the required fields can be mapped |
HubSpot marketing emails, forms, lists, workflows, ads and website pages do not come across.
| In Pipedrive | In Cyril | Linked to |
|---|---|---|
| Organisation | Company | Its people and deals |
| Person | Contact | Its organisation, where one was imported |
| Deal | Deal | A Cyril deal stage you choose |
| Activity and note | Activity | The deal, contact or company it belonged to |
Pipedrive products, files, email and pipeline stages do not come across. Custom fields on activities and notes cannot be kept, and the report says which.
Nothing moves until you have seen it.
Six steps, in this order. Imports run in the background and tell you when they finish.
Connect
Sign in to the old system, add a token or upload a file. Cyril only reads.
Preflight
Counts what is there, lists custom objects, and names any field the connected user cannot read.
Map
Review a suggested home for every field. Change it, send it to a custom field, or skip it.
Preview
For spreadsheets, the first ten rows with mapped fields shown, and errors flagged before you start.
Import
Choose to skip bad rows, stop on the first error, or fix common problems. Then it runs.
Check the report
Rows imported, rows skipped, and every error with its row number.
Changed your mind? Roll it back.
Any import can be rolled back for 30 days. You see exactly what will be removed before you confirm, and records your team has edited since are left alone.
Running both for a while.
Most teams keep the old system open until the numbers match. Cyril is built for that stretch.
- Re-pull on a schedule
- During the transition, Salesforce can be pulled again daily or weekly, using the mapping from your last run.
- Run it twice, safely
- A second run updates the records it matched last time instead of creating duplicates.
- Disconnect when you are sure
- Check the counts, spot-check a few records, then disconnect. The access is revoked and the imported data stays.
What stays behind
Said plainly now, so it is not a surprise later.
- Any systemChanges made in Cyril never flow back to the old tool. There is no two-way sync.
- SalesforceMarketing Cloud, and Service Cloud customisations beyond the standard objects. Custom objects arrive as records you can browse; search, linking and automation on them come later.
- HubSpotMarketing emails, forms, lists, workflows, ads and website content.
- PipedriveProducts, files, email and pipeline stages.
- Locked fieldsAnything the connected person cannot read in the source. These are listed by name, so you can grant access and run again.
Leaving is free, too.
Your data belongs to you. Exporting it costs nothing, on every plan, whenever you like.
- Any record type
- Companies, contacts, invoices, projects, tickets and the rest, filtered how you need.
- Three formats
- CSV, Excel or JSON. Large exports run in the background.
- The whole organisation
- Every module, in one zip file, from one button.
- On a schedule
- Daily, weekly or monthly, with the file waiting in Recent exports.
Help moving in.
Migration is real work. Several systems of record have to become one, and the data in them disagrees. That reconciliation happens once, up front, whoever does it. Founding members do not do it alone.
- Priority onboarding with our team
- Founding pricing, locked in
- A say in what we build next, importers included