Clarity Connect integration
Lotus Notes Salesforce Integration
Move customer, case and order data out of HCL Notes (formerly Lotus Notes) databases into Salesforce, and keep the two in step while your teams switch over.
What moves from Lotus Notes to Salesforce
IBM sold Notes and Domino to HCL in 2019, and the products are now HCL Notes and HCL Domino. Most Notes-to-Salesforce projects are migrations: years of customer records, support cases and order history sit in Notes databases, and the business wants them in Salesforce. Clarity Connect reads the Notes documents, maps them to Salesforce objects and loads them, then can keep both systems in sync until the Notes application is retired.
HCL Notes / Domino
Where the history is kept
- Notes databases
- Documents and forms
- Views
- Rich text and attachments
Salesforce
Where teams work from now on
- Accounts and contacts
- Cases
- Orders
- Salesforce Files
Notes to Salesforce mapping
A typical starting map. Notes databases are built differently at every company, so discovery starts by listing your forms and fields.
| HCL Notes | Salesforce | Direction |
|---|---|---|
| Customer document | Account and contact | Notes to Salesforce |
| Case or ticket document | Case | Notes to Salesforce |
| Order document and its line items | Order and order products | Notes to Salesforce |
| File attachment | Salesforce File (ContentVersion) | Notes to Salesforce |
| Document universal ID | External ID field | Kept for reruns |
How the migration works
Reading Notes through the Domino REST API
HCL's Domino REST API gives secure REST access to Domino servers and databases, with each database's forms and views exposed through a schema and sign-in by JWT or OAuth. Where it isn't installed, a Notes agent or a scheduled export can hand the data over instead.
Loading Salesforce without duplicates
Salesforce's Bulk API 2.0 loads large sets of records and matches each row on an external ID field. Storing every Notes document's universal ID in that field means a second pass updates what the first one loaded instead of creating copies.
Rich text and attachments
Notes documents often hold rich text and file attachments with no field-for-field match in Salesforce. Attachments become Salesforce Files linked to the new record, and rich text is converted into text fields during mapping, with discovery deciding what is kept.
Both systems live during the switch
Teams rarely move over on one day. After the first load, Connect can keep a scheduled sync running, so a case updated in Notes during cutover still reaches Salesforce before Notes is switched off.
See Clarity Connect move an order
Watch an online order travel into the ERP and its status come back in our Clarity Connect demo, or book a live walkthrough on your own systems.
HCL Notes is still supported
HCL still develops Notes and Domino: its Domino REST API added a Domino 14.5 release in September 2025. So a migration doesn't have to race an end-of-support date. Discovery should start with whoever still knows how your Notes application's forms and agents work, because that knowledge sets the mapping.
How Clarity Connect runs it
Clarity Connect is Clarity's integration platform. When Domino runs on your own servers, Connect is set up inside your network beside the Domino server and opens connections only out to Salesforce, so the Notes server isn't exposed to the internet. The load and the follow-up sync run as separate tasks, and a job that can't reach Salesforce waits in a retry queue instead of being lost.
Discovery
A Clarity business analyst documents the data fields and workflows each system can share and which ones you need.
Tasks and mapping
Each flow becomes a Connect task, such as orders to the ERP or stock to the store, set to run in real time or on a schedule.
Testing
Orders and updates are run end to end, including the return trip of statuses back to the customer-facing system.
Live, with a dashboard
Queues and scheduled tasks show in Connect's Hangfire dashboard. A job whose target is offline is retried 10 times, every 30 minutes, and can be re-queued once the cause is fixed.
Clarity Connect is sold as a SaaS subscription at $599 a month or as a one-time license at $15,000 with no ongoing fees, and larger projects are priced to scope. See pricing.
Questions
Is Lotus Notes still supported?
Yes, as HCL Notes. HCL bought Notes and Domino from IBM in 2019 and still releases them.
Can attachments be moved too?
Yes. Files attached to Notes documents become Salesforce Files linked to the matching record.
Do we have to switch off Notes on day one?
No. After the first load, a scheduled sync can keep Salesforce up to date with changes made in Notes until everyone has moved.
What does Clarity Connect cost?
It's $599 a month as SaaS, or $15,000 as a one-time license with no ongoing fees. Larger projects are priced to scope. See pricing.
Related resources
Move from Lotus Notes to Salesforce
Tell us which Notes databases hold the data you want in Salesforce. A Clarity business analyst will go through the forms and fields with your team and map them before anything is loaded. You can also watch Connect in the Clarity Connect video playlist.
Book a demo