Migrate from SalesMate to Thawly

Move your lost deals from SalesMate to Thawly in 10 minutes. SalesMate's export workflow is straightforward: a saved filter on the Deals module plus the Export to CSV action under the more-actions menu.

What you need#

• A SalesMate user with Export Deals permission. Default Admin and Sales Manager roles include it; sales-rep roles often have it too on the Pro and Business plans. The Starter plan supports export with smaller volume caps.
• A modern browser. No SalesMate API key, no integration setup.
• About 10 minutes.

If your admin has restricted export, ask them to flip the Export Records permission for your role under Settings → Users & Permissions → Roles.

Step-by-step extraction#

1. Log in to SalesMate at salesmate.io using your account URL — usually your-team.salesmate.io.
2. From the top nav, click Deals. [Screenshot: SalesMate top nav with Deals tab selected]
3. Switch from kanban view to List view using the toggle at the top right.
4. Apply filters from the filter panel:
   • Status → Lost.
   • Pipeline → your sales pipeline (skip the partner or onboarding pipelines).
   • Optionally Lost Date → Last 3 years.
5. Add the columns you want visible by clicking the column-picker icon (top-right of the list). Tick at minimum: Deal Title, Company, Value, Lost Date, Lost Reason, Description, plus any custom fields. [Screenshot: SalesMate Deals list view with column picker]
6. Save the filter as Lost deals for Thawly so you can re-run it.
7. With the filtered list visible, click the ⋯ (more actions) menu top-right of the list and choose Export to CSV.
8. In the export dialogue, choose All filtered rows and confirm. SalesMate generates the file and emails you a download link, usually within a minute. For larger exports, the file lands under Settings → Data → Exports.
9. Download the CSV. Open it in Excel or Google Sheets to sanity-check the row count before uploading.

Field mapping#

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

• Company → name (used for Companies House matching)
• Value → deal_value (GBP)
• Lost Date → lost_date
• Lost Reason → lost_reason
• Custom Competitor field → lost_to
• Description + custom long-text note fields → notes

If your SalesMate setup doesn't use Company consistently and your team puts the company name on the Deal Title itself (e.g. Brackenfield Estates Ltd — renewal lost), Thawly will use Deal Title and run Companies House matching on it. Either column works.

What to do with the Notes column#

Don't pre-clean. SalesMate stores deal notes in the Description field plus a related-list Notes entity. Paste the raw Description straight in. Thawly's AI summarises long activity logs and extracts structured signals (objection type, decision-maker title, competitor name, budget threshold) on its own.

If your team uses SalesMate's Activity Timeline for call recordings and email threads, those don't flow through the deal export by default. Add the Last Activity Summary column to your view — it concatenates the most recent timeline text into a single cell.

Common gotchas#

• Duplicate companies. SalesMate allows multiple deals against the same Company (Marsden Ltd lost three times in 2025). Thawly de-duplicates on lower-cased company name on import, so duplicates in the CSV are safe.
• Currency mismatches. SalesMate supports multi-currency on the Value field. The exported value is in the deal's local currency. Either filter to Currency = GBP before exporting, or post-process the CSV to drop non-GBP rows.
• Multi-pipeline issues. SalesMate lets you set up multiple pipelines, often a sales pipeline plus an onboarding or partner pipeline. Filter on Pipeline = your sales pipeline rather than relying on stage names — stages are reused across pipelines.
• Stale "won" or "open" deals. Status = Lost is the safe filter. Don't rely on a stage filter alone — SalesMate lets a deal sit in any stage with status still Open. Sanity-check the Lost Date column has a value on every export row.
• Lost reason as a free-text field. SalesMate's Lost Reason defaults to free text, though some teams convert it to a picklist via custom fields. Either is fine for Thawly's AI — concrete reasons (price, competitor, internal build) produce sharper draft messages, but freeform comments work too.

What happens next#

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

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

Coming from a different CRM?#

• Migrate from Pipedrive — similar list-view export pattern.
• Migrate from HubSpot — common landing place for teams who outgrow SalesMate.
• Migrate from a spreadsheet — if you've already cleaned the data in Excel.

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