Integrations

What Mack pulls, and where it lands.

Every system Mack can move into Salesforce, grouped by type. For each one: how Mack connects, what it reads, and what it becomes in your org. Mack only ever reads from your current systems.

Built in Proven in a live move Via export Ready today from a file export or API Coming soon On the roadmap
Connection options Mack connects this way today The system offers it, Mack support planned Export a file · API a read-only key or app · MCP the standard AI tools use to connect to apps · Sign in with your own account

Data type

Spreadsheets & files

The universal way in. If a system can export, Mack can read it.

Excel, CSV, TSV, Google Sheets & JSON

Built in

How it connects: upload a file, or paste straight from Excel or Google Sheets.

What Mack pulls

  • Every sheet, column and row, with delimiter and encoding detected automatically
  • Values kept exactly as entered, including leading zeros in zip codes and IDs
  • Nested JSON flattened into columns
  • Formulas and macros are never run

Lands in Salesforce as

  • Accounts, Contacts, Leads and Opportunities, mapped with suggested matches you approve
  • Relationships rebuilt by source ID, so Contacts land on the right Account
  • A row-by-row issue list for bad dates, emails and missing fields before anything loads

System type

Email

Quote requests, customer threads and signatures hold a lot of the business that never made it into a system.

Gmail

Built in

How it connects: you sign in with Google through a read-only connector, and Mack reviews only the mailboxes and labels you choose.

What Mack pulls

  • Quote requests and customer threads
  • Names, companies, emails and phones from messages and signatures
  • Requested services, quoted amounts and quote dates

Lands in Salesforce as

  • Leads for new inquiries
  • Business Accounts named from the sender's email domain, or household Accounts for personal addresses
  • Contacts matched against what's already in your org
  • Opportunities for quotes, with a contact role for the requester

Coming soon: attachments such as quotes, photos and contracts saved as Salesforce Files on the right record, and full email history logged as activity.

Outlook

Via export

How it connects: a contacts export from Outlook or Microsoft 365.

What Mack pulls

  • Contacts with companies, titles, emails, phones and addresses

Lands in Salesforce as

  • Accounts and Contacts, de-duplicated against your other systems

Coming soon: reading Outlook threads the same way Mack reads Gmail, including attachments.

Connection options

SystemExportAPIMCPSign in
GmailAvailable, planned for MackAvailable, planned for MackMack uses todayMack uses today
Outlook / Microsoft 365Mack uses todayAvailable, planned for MackAvailable, planned for MackAvailable, planned for Mack

System type

Payments & commerce

Your most accurate revenue history. Mack turns it into pipeline you can report on, without ever touching card details.

Stripe

Built in

How it connects: a read-only API key. Mack can't change anything in Stripe.

What Mack pulls

  • Customers: name, email, phone, business or individual
  • Payments with their original dates and amounts
  • Installment plans and repeat payments
  • Order references that link payments to your store

Lands in Salesforce as

  • Business or household Accounts, plus Contacts
  • A Closed Won Opportunity per payment, dated when it happened
  • Installments grouped under one parent Opportunity
  • A contact role naming the buyer on every sale

Never pulled: card numbers or bank details. Test charges and refunds follow the rules you set.

Squarespace

Built in

How it connects: a read-only Commerce API key.

What Mack pulls

  • Orders with line items and products
  • Customer names, emails and addresses

Lands in Salesforce as

  • Missing names and emails filled in on payments from other systems
  • The right Opportunity type for each sale, based on what was bought
  • New Accounts and Contacts for store-only customers

Square, Shopify & PayPal

Via export

How it connects: customer and order or transaction exports.

What Mack pulls

  • Customers, orders and payments with dates and amounts
  • Guest checkouts and refunds

Lands in Salesforce as

  • The same pattern as Stripe: Accounts, Contacts and an Opportunity per order or payment
  • Guest checkouts matched to existing customers by email

Connection options

SystemExportAPIMCPSign in
StripeAvailable, planned for MackMack uses todayAvailable, planned for MackAvailable, planned for Mack
SquarespaceAvailable, planned for MackMack uses todayNot offeredAvailable, planned for Mack
SquareMack uses todayAvailable, planned for MackAvailable, planned for MackAvailable, planned for Mack
ShopifyMack uses todayAvailable, planned for MackNot offeredAvailable, planned for Mack
PayPalMack uses todayAvailable, planned for MackAvailable, planned for MackAvailable, planned for Mack

System type

Scheduling

Booking tools know who your customers are and how often they come back.

Acuity Scheduling

Built in

How it connects: Acuity's client, appointment and order exports.

What Mack pulls

  • Client directory with emails and phones
  • Appointment history

Lands in Salesforce as

  • Missing emails and phones filled in on existing Contacts
  • Booking-only customers added as Accounts and Contacts
  • A visit summary on each Contact: first visit, last visit and total visits

Calendly & Mindbody

Coming soon

Bookings, clients and visit history, handled the same way as Acuity.

Connection options

SystemExportAPIMCPSign in
Acuity SchedulingMack uses todayAvailable, planned for MackNot offeredAvailable, planned for Mack
CalendlyNot offeredAvailable, planned for MackNot offeredAvailable, planned for Mack
MindbodyNot offeredAvailable, planned for MackNot offeredNot offered

System type

CRM

Moving from another CRM, or merging two Salesforce orgs.

Other CRMs

Via export
Salesforce (org to org)HubSpotZoho CRMMicrosoft Dynamics 365Pipedrivemonday CRMFreshsalesKeapInsightlyCopperZendesk SellSugarCRMClose

How it connects: the CRM's standard exports. We'll walk you through pulling them.

What Mack pulls

  • Companies, contacts and leads
  • Deals with stages, amounts, close dates and owners
  • Notes and source IDs

Lands in Salesforce as

  • Accounts, Contacts and Leads, de-duplicated
  • Opportunities with your old stages mapped to Salesforce stages

Connection options

SystemExportAPIMCPSign in
Salesforce (org to org)Mack uses todayAvailable, planned for MackAvailable, planned for MackAvailable, planned for Mack
HubSpotMack uses todayAvailable, planned for MackAvailable, planned for MackAvailable, planned for Mack
Zoho CRMMack uses todayAvailable, planned for MackNot offeredAvailable, planned for Mack
Microsoft Dynamics 365Mack uses todayAvailable, planned for MackNot offeredAvailable, planned for Mack
PipedriveMack uses todayAvailable, planned for MackNot offeredAvailable, planned for Mack
monday CRMMack uses todayAvailable, planned for MackAvailable, planned for MackAvailable, planned for Mack

System type

ERP & accounting

The financial record of every customer relationship.

ERP and accounting systems

Via export
NetSuiteSAP Business OneDynamics 365 Business CentralSage IntacctQuickBooksXeroAcumaticaEpicorOdooSage 50

How it connects: customer, invoice and sales order reports.

What Mack pulls

  • Customers with bill-to and ship-to addresses
  • Invoices, payments and sales orders
  • Parent companies and subsidiaries

Lands in Salesforce as

  • Accounts in a parent and child hierarchy
  • Closed Won Opportunities per invoice or order, tied out to the ledger

Coming soon: products and price books, so line items come over too.

Connection options

SystemExportAPIMCPSign in
QuickBooksMack uses todayAvailable, planned for MackAvailable, planned for MackAvailable, planned for Mack
XeroMack uses todayAvailable, planned for MackAvailable, planned for MackAvailable, planned for Mack
NetSuiteMack uses todayAvailable, planned for MackNot offeredAvailable, planned for Mack
Dynamics 365 Business CentralMack uses todayAvailable, planned for MackNot offeredAvailable, planned for Mack
Sage IntacctMack uses todayAvailable, planned for MackNot offeredNot offered
SAP Business OneMack uses todayAvailable, planned for MackNot offeredNot offered

System type

Field service & construction

Customers with many sites, jobs with estimates, and agreements that renew.

Field service and construction tools

Via export
ServiceTitanDataformaJobberHousecall ProJobNimbusAccuLynxBuildertrendProcoreFieldEdgeService FusionServiceTradeBuildOpsJobTread

How it connects: customer, location, job and estimate reports.

What Mack pulls

  • Customers, property managers and service locations
  • Jobs and work orders with dates, status and amounts
  • Estimates and bids, won and lost
  • Memberships and service agreements

Lands in Salesforce as

  • Parent Accounts for owners and managers, with a child Account per site
  • Opportunities for jobs and estimates, including Closed Lost bids with reasons
  • Renewal Opportunities for agreements

Coming soon: Field Service work orders, appointments and customer assets.

Connection options

SystemExportAPIMCPSign in
ServiceTitanMack uses todayAvailable, planned for MackNot offeredNot offered
JobberMack uses todayAvailable, planned for MackNot offeredAvailable, planned for Mack
ProcoreMack uses todayAvailable, planned for MackNot offeredAvailable, planned for Mack
Housecall ProMack uses todayAvailable, planned for MackNot offeredNot offered
JobNimbusMack uses todayAvailable, planned for MackNot offeredNot offered
AccuLynxMack uses todayAvailable, planned for MackNot offeredNot offered
DataformaMack uses todayNot offeredNot offeredNot offered
BuildertrendMack uses todayNot offeredNot offeredNot offered

Data storage

Databases & workspaces

The homegrown systems: bases, trackers and databases teams built themselves.

Airtable, Smartsheet & Notion

Via export

How it connects: CSV export of each table, sheet or database view.

What Mack pulls

  • Every table and field, including single and multi-select values
  • Linked records and their IDs
  • Dates, owners and statuses

Lands in Salesforce as

  • Accounts, Contacts, Leads and Opportunities
  • Linked records rebuilt as Salesforce relationships
  • Select options mapped to Salesforce picklists

SQL databases

Via export
MySQLPostgreSQLSQL Server

How it connects: table exports or query results you or your IT team provide.

What Mack pulls

  • Customer, contact and transaction tables
  • Primary and foreign keys

Lands in Salesforce as

  • Standard Salesforce records, with keys turned into relationships

Google Drive, OneDrive & Dropbox

Via export

How it connects: share the folders that hold your spreadsheets and exports.

What Mack pulls

  • The spreadsheets, CSVs and JSON files stored there

Lands in Salesforce as

  • Records, exactly like any other spreadsheet

Coming soon: documents and photos attached to the matching records as Salesforce Files.

FileMaker, Coda, Zoho Creator & Access

Coming soon

Legacy and low-code databases. Until then, a spreadsheet export from any of them works today.

Connection options

SystemExportAPIMCPSign in
AirtableMack uses todayAvailable, planned for MackNot offeredAvailable, planned for Mack
SmartsheetMack uses todayAvailable, planned for MackNot offeredAvailable, planned for Mack
NotionMack uses todayAvailable, planned for MackAvailable, planned for MackAvailable, planned for Mack
MySQL, PostgreSQL & SQL ServerMack uses todayAvailable, planned for MackNot offeredNot offered
Google DriveMack uses todayAvailable, planned for MackAvailable, planned for MackAvailable, planned for Mack
OneDriveMack uses todayAvailable, planned for MackAvailable, planned for MackAvailable, planned for Mack
DropboxMack uses todayAvailable, planned for MackNot offeredAvailable, planned for Mack

Ground rules

What Mack never does.

  • Never writes to your old systemsEvery connection is read-only or a file you export.
  • Never pulls card numbersPayment card and bank details stay where they are.
  • Never asks for passwordsYou sign in yourself or hand over exports.
  • Never loads without approvalNothing reaches Salesforce until you approve the dry run.

Don't see your system? If it exports, Mack can move it.

Ask About Your SystemTry The Demo