Migrate from Salesloft to Thawly

Move your lost deals from Salesloft to Thawly in 10 minutes. Salesloft is primarily an engagement platform rather than a full CRM, so the "deals" data lives under the Opportunities module (in Salesloft Deals, formerly Drift Conversational Sales). The export route uses the People & Accounts list with a saved view, plus the Export to CSV action.

What you need#

• A Salesloft user with an Admin or Manager role, or a custom role with the Export Accounts and Export People permissions enabled. Default sales-rep roles can usually export their own filtered lists; if you can see the Export to CSV option on the People list, you're set.
• A modern browser. No Salesloft API key, no Snowflake mirror needed.
• About 10 minutes.

If you're using Salesloft Deals (the deal-tracking module added after the Drift acquisition), the export sits under Deals → ⋯ → Export. If you're on engagement-only Salesloft and your "lost" data is held as account stages, you'll be exporting from the Accounts list.

Step-by-step extraction#

1. Log in to Salesloft at app.salesloft.com.
2. From the top nav, choose Deals if you have the Deals module — otherwise click Accounts.
3. Build a saved view that filters to your lost data:
   • Deals module: Stage → Closed Lost (plus any custom lost stages — Disqualified, No decision, Lost — competitor).
   • Accounts module: filter by your custom Account Status field — e.g. Account Status = Lost or your team's equivalent.
   • Optionally add a date filter (Date Closed or Last Activity in the last 3 years) to keep the list tight.
4. Add the columns you need to the view by clicking the column-picker (top-right of the list, looks like a slider). Tick at minimum: Account Name, Deal Value (or Annual Value), Date Closed, Lost Reason, Notes / Last Activity Summary, plus any custom fields for competitor or call summaries. [Screenshot: Salesloft Deals list with column picker open]
5. Save the view as Lost deals for Thawly so you can re-run later.
6. With the filtered view showing, click the ⋯ (more actions) menu top-right and choose Export to CSV. [Screenshot: Salesloft Deals more-actions menu with Export to CSV]
7. In the export dialogue, choose All filtered rows (rather than just the visible page) and confirm.
8. Salesloft generates the file and emails you a download link, usually within a minute. For very large exports, the file lands under Settings → Data → Exports.

Field mapping#

Thawly's importer auto-maps any reasonable header. For reference:

• Account Name → name (used for Companies House matching)
• Deal Value or Annual Value → deal_value (GBP)
• Date Closed (or Lost Date) → lost_date
• Lost Reason → lost_reason
• Custom Competitor field → lost_to
• Notes + Last Activity Summary → notes

If you've structured your "lost data" as accounts rather than deals (common when Salesloft is used purely for outbound), the Account Name column carries through cleanly. Thawly will match on it just like a deal-level export.

What to do with the Notes column#

Don't pre-clean. Salesloft is rich in activity data — call recordings, email threads, meeting summaries — and Thawly's AI is built to summarise messy activity logs. Paste the raw Last Activity Summary, the AE's freeform notes, and any call-summary fields straight in. The AI extracts structured signals (objection type, named decision-maker, competitor name, budget threshold) on its own.

If your team uses Salesloft's Conversation Intelligence to capture call transcripts, those don't come through the Deals export by default. Add the Most Recent Conversation Summary column to the view — it concatenates the most recent transcript summary into a single cell.

Common gotchas#

• Duplicate companies. A single account often has multiple lost deals (Ashbourne Holdings Ltd lost twice this year). Thawly de-duplicates on lower-cased company name on import, so duplicate rows in the CSV are safe.
• Currency mismatches. Salesloft Deals supports multi-currency. The Deal Value column shows the deal's local currency; Deal Value (Base) converts to your tenant's base currency. Export in GBP only — mixing currencies will skew Thawly's prioritisation.
• Multi-pipeline issues. Salesloft Deals lets you set up multiple pipelines, often one for new business and another for renewals. Filter to your sales pipeline only — pulling renewal "lost" rows produces noise (a churned customer isn't a re-engageable lost deal).
• Stale "won" or "open" deals. Salesloft's stage model is customisable. Status = Lost is the safe filter — don't rely on a stage-name filter, because stages can be renamed or reused. Sanity-check the Date Closed column has a value on every export row.
• Engagement data without deals. If you're using Salesloft purely as an outbound platform and never created Deals records, the closest equivalent to "lost" is an Account Status custom field. Make sure the field is populated on every row before exporting — empty status fields produce a meaningless filter.

What happens next#

Once you have the CSV, drop it at thawly.co.uk/upload. We auto-map the columns, run a Companies House lookup on every Account name and show you a per-row preview before importing.

After import, Thawly starts monitoring on the next signal-source pass. The first digest only lands when there's a real signal worth acting on — see Reading your digest.

Coming from a different CRM?#

• Migrate from Outreach — almost identical export shape; many teams run both.
• Migrate from Salesforce — if Salesloft sits on top of Salesforce, the Salesforce route is usually cleaner.
• Migrate from a spreadsheet — if you'd rather export, clean, and re-upload as a tidy file.

For the bigger picture, read Dead deal recovery and Buying signals in B2B sales.