Migrate from AccuLynx to Salesforce — Without Losing Your History
AccuLynx is easy to get into and hard to get out of. I migrate field-services companies to Salesforce, recover the job data and files AccuLynx keeps locked away, and keep your operation running the entire time.
20+ years
Delivering Results
I help growing companies turn AI and automation into real results — deciding where it actually pays off, building the systems that deliver it, and scaling the technology and teams behind them. Hands-on implementation, not just advice.
You didn't outgrow your business. You outgrew your CRM.
01
If you're reading this, you already know the pain:
- Your data is trapped. AccuLynx’s API doesn’t expose your stored documents and files — so “just export it” isn’t actually possible for the records that matter most.
- You’re paying to stay locked in. Years of job history, photos, and documents live inside a system you can’t fully get out of, which makes leaving feel riskier than staying.
- It won’t talk to your other tools. Your ERP, your accounting, your field apps — all siloed, so your team keys the same data in three places.
- You’ve outgrown the box. You need custom workflows, real reporting, and automation AccuLynx was never built to give you.
The result: you stay on a CRM you’ve already outgrown, because leaving looks impossible.
02
Leaving AccuLynx is very doable — when someone's actually done it before.
Almost every AccuLynx migration stalls at the same place: getting your history out intact. That’s the specific problem I’ve already solved.
I moved a multi-division roofing, solar & exteriors contractor off AccuLynx to Salesforce — and recovered over four years of job data and files that AccuLynx exposed no API for, reconstructed in Salesforce and linked to the right projects. Your history comes with you.
03
A migration that handles the hard parts, not just the easy ones
- Full migration to Salesforce. Your accounts, contacts, jobs, and pipeline moved into a Salesforce org built around how your business actually runs — not an out-of-the-box shell.
- Trapped-data recovery. The files and history AccuLynx won’t export, recovered with custom AI-powered extraction and reconstructed in Salesforce, correctly associated to the right records.
- Your other systems, connected. Custom integrations to your ERP (like Fishbowl), accounting (QuickBooks Online), and in-house tools, so data flows automatically instead of being re-keyed.
- Leads in from day one. Your website or marketing funnel wired straight into Salesforce, so new leads land in the CRM automatically — no manual entry, no leakage.
- No teardown. Your existing portals and operational systems keep running and stay in sync throughout. You don’t stop working to switch.
04
Not a generic Salesforce shop
I’m a fractional CTO and Salesforce developer who has done this exact migration in the field-services world — hands-on, in Apex, in production.
Most Salesforce consultants can configure an org. Far fewer have replaced a live CRM at the center of a running, multi-system operation and gotten the trapped data out. That’s the part that makes or breaks an AccuLynx migration, and it’s the part I specialize in.
- Built and shipped, not just advised — I write the Apex and own the integrations myself.
- Deep in roofing, solar & construction operations — I know the workflows, not just the software.
- Recovered 4+ years of “un-exportable” AccuLynx data in a real, production migration.
05
Three things a typical Salesforce partner can't offer
- Vertical depth. I understand field-services operations, not just Salesforce configuration.
- Data recovery others can’t do. No API for your files? I still get your data out.
- One accountable person. Strategy, build, and integration from the same hands — nothing lost in a handoff.
Frequently Asked Questions
Will I lose my job history and photos?
No — recovering your history is the core of what I do, including the files AccuLynx’s API won’t export.
Will my operations go down during the migration?
No. Your existing systems keep running and stay in sync; the cutover is planned, not a shutdown.
What about my ERP, accounting, and field tools?
They get connected to Salesforce with custom integrations, so data flows automatically — no more triple entry.
How long does it take?
Typically 5–10 weeks, depending on data volume and how many systems connect. We scope it precisely on the first call.
What if AccuLynx has no API for the data I need?
That’s exactly the problem I solve. I recover data AccuLynx doesn’t make available through its standard export.
Do you only work with roofing companies?
Field-services and construction is my focus, but the migration approach applies to any company leaving AccuLynx.
Get your history out — and your business onto a system that fits.
Start with a free 30-minute migration call. We’ll map what’s trapped in AccuLynx, what needs to connect, and exactly what a clean move to Salesforce looks like for your business.
No obligation. If it’s not a fit, I’ll tell you.