Switch from Jungo to Base

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What Transfers

Transfers automatically

  • Contact names, emails, and phone numbers
  • Addresses (Mailing fields)
  • Lead sources
  • Notes (Description field)

Must be recreated in Base

  • Loan pipeline data (separate Salesforce object)
  • Jungo workflow automations
  • Custom Salesforce triggers
  • Encompass LOS integration data
  • Document checklists

How to Export from Jungo

  1. 1

    Open Salesforce Reports

    Jungo runs on Salesforce. Go to the Reports tab in Salesforce.

  2. 2

    Create a contact report

    Create a new report using Contact fields. Include all the fields you want to export (name, email, phone, address, etc.).

  3. 3

    Export to CSV

    Click Export to CSV to download. Alternatively, go to Setup > Data Export > Export Now for a full database export.

  4. 4

    Download the CSV

    Save the CSV file to your computer.

  5. 5

    Import into Base

    In Base, go to Contacts and click Import > Import Contacts. Upload the CSV file.

Column Mapping Cheat Sheet

Base auto-maps most Jungo columns. Here's what maps where:

Jungo ColumnBase Field
First NameFirst Name
Last NameLast Name
EmailEmail
Mobile PhonePhone
Mailing StreetAddress
Mailing CityCity
Mailing State/ProvinceState
Mailing Zip/Postal CodeZip
Lead SourceSource
DescriptionNotes
Contact OwnerSkipped

Column names may vary slightly depending on your Jungo version. Any unrecognized columns can be mapped manually during import.

Tips for Jungo Users

  • Salesforce exports include internal IDs (Id, AccountId, OwnerId) — these are automatically skipped during import.
  • Custom fields have a "__c" suffix in the column name.
  • Loan data is stored on a separate Salesforce object. A standard contact export won't include loan details unless you build a joined report.
  • Field names may vary depending on your Jungo version and Salesforce configuration.

Import Into Base

Quick Import Steps

  1. 1.Go to Contacts and click Import > Import Contacts
  2. 2.Upload your CSV file — Base auto-maps most columns from Jungo
  3. 3.Review the column mapping and fix any mismatches
  4. 4.Preview your data and click Import

After Import: Next Steps

Set up your pipeline

Customize pipeline stages to match your workflow.

Import transaction history

Import past deals to see your complete track record.

Invite your team

Add team members and assign contacts.

Follow the setup checklist

The dashboard checklist guides you through remaining setup.

Ready to switch from Jungo?

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