Moving from Zoho standalone to Zoho One

Moving from Zoho standalone to Zoho One

Hi, I am a bit disappointed with this.

We have been using Zoho CRM, Zoho Books, Zoho Forms, and Zoho Flow for a couple of years. While they have their own compatibility issues, we’ve been able to navigate them thanks to Zoho Flow—not the support from Zoho, which has been quite deficient. Most of the agents we have spoken to regarding our automations know little to nothing about how Zoho Flow interacts with their own apps.

Recently, we moved to Zoho One, assuming it would simplify administration and improve integrations. However, after just a few days of working on the integration and seeking support, we encountered several issues:

  • Zoho Books created a new organization with the same name but a different ID, leaving all our data in the standalone account.
  • All our Zoho CRM-related flows stopped working, showing the error message in Zoho Flow: "Zoho CRM says: 'Inactive user cannot access the API.'”
  • Zoho Forms isn’t even included in Zoho One, and it redirects to the standalone version.

Before making the switch, I sought support from Zoho to understand the integration process and associated costs. Their advice was:

"We see that you have added a few of your paid apps to your Zoho One trial already. Kindly add all the paid instances of apps to your Zoho One trial first and then upgrade your Zoho One trial to a paid subscription. That way, you can pay only the difference based on what you have already paid for standalone subscriptions."

Unfortunately, this transition has only created more issues instead of improving efficiency. The lack of proper support, unclear migration processes, and integration problems make this experience frustrating.

At this point, to avoid potential disruptions, I can only discourage moving to Zoho One if you are already using any standalone versions of their apps. The migration process is poorly handled, and the support team is not equipped to provide clear guidance, leading to unnecessary downtime and frustration.




    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner




                                                            • Sticky Posts

                                                            • How to Add Users to your Organization in ZohoMail?

                                                              A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ








                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方