Migrate from Zoho CRM
Zoho CRM is great for larger teams looking for extensive customizations and enterprise-class business processes. However, small teams may be looking for a simpler alternative like Bigin. When you decide to switch to Bigin from Zoho CRM, you can import your Zoho CRM data into Bigin in a single click.
Availability:
Organization with the Premier, Express edition (trial version inclusive) of Bigin or Zoho One edition will be able to migrate data from Zoho CRM.
Permission:
Only users with Administrator profile can initiate this migration.
Data will be migrated from:
Users | Contacts |
Accounts | Deals |
Products | Tasks |
Events | Calls |
Notes | Attachments in Notes |
Tags & Custom fields | Record images |
- Attachments inside CRM records
Getting ready for migration
- Before initiating the migration, the administrator must ensure that the pipelines and stages in CRM are also created in Bigin, so that the data gets transferred to the deals modules seamlessly.
- After the migration if the total record count exceeds the 50K limit in Bigin, then you can purchase an additional records add-on to increase the limit. You can purchase add-ons for additional records until you reach 1 million records in Bigin.
- Bigin supports 20 custom fields per module from CRM during the migration. Before initiating the migration, if you have already created a custom field in Bigin with the same name and type as that of a field in Zoho CRM, then data in that field will be seamlessly migrated. Otherwise, a new custom field will be created in Bigin during the migration.
- Up to 20 tags per module can be imported during the migration.
- The number of tags and custom fields that can be migrated depends on the custom fields and tags that you have in Bigin. For example, if you have five tags and six custom fields already created in Bigin, then only 15 tags and 14 custom fields can be migrated from Zoho CRM.
To migrate from Zoho CRM
- Go to Setup > Data Administration > Import.
- Select Zoho CRM under the Migrate from Other tools section. The Migrate Data pop-up will display the Zoho CRM organization name from which the data will be migrated.
- Click Migrate Now.
- You will receive an email notification once the migration is complete.
View migration details
The consolidated list of data that has been migrated can be viewed from the Import History page in your Bigin account. Details such as the number of records that are added or skipped will be displayed. The reason the records have been skipped in the migration process will be specified. Some of the common reasons include mismatch in data type, format. You can download a copy of these records, fix the errors, and import them in the appropriate module. You can also undo the import to remove all the data that was imported from Zoho CRM.
To view Import history
- Go to Setup > Data Administration > Import History.
Import History will display the number of records that are imported, as well as the user who initiated the migration process. - Click the No. of users link to view the number or records skipped or added
Undo migration
You can also undo the import to remove all the records that were migrated from Zoho CRM.
To undo the migration:
- Go to Setup > Data Administration > Import History
- Hover over the Zoho CRM row to view the more icon.
- Click Undo this import.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho SalesIQ Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
New to Zoho DataPrep?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Bigin?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
Related Articles
Upgrade to Zoho CRM
Bigin is a minimal CRM with features designed to help small businesses manage their customer relationships efficiently. But as your organization grows, so will your CRM requirements. If you feel you are outgrowing Bigin, you can upgrade your Bigin ...Import Records
Importing records is an essential data administration task. In Bigin, this important action can be performed without much hassle and complexity. Currently, you can import records to the Companies, Contacts, Deals, and Products modules. You can also ...Migrate from Zoho ContactManager
Zoho ContactManager has information about the Contacts, Companies, Deals, Tasks which are helpful in managing your business. When you decide to move to Bigin, instead of exporting the information individually you can simply choose to Migrate the ...Import Notes
Permissions: Users with the following permissions enabled in their profile can import notes in their Bigin account. 1. 'Create' permission for Notes under Basic Permissions. 2. Import permissions should be enabled under Advanced Features. For ...Integrating with Zoho CRM
Bigin is an easy-to-use, pipeline-centric CRM that helps you manage your sales pipeline easily, whereas Zoho CRM is a complete customer relationship solution that helps you take care of your sales process end-to-end. You can use Zoho CRM to store all ...