Migrating from Insightly to Zoho CRM

Migration from Insightly to Zoho CRM is carried out using APIs and Instance URLs only. You can initiate the migration by entering the API key. The entire migration will take place in the backend and you will be sent an email notification once its completed. You can undo or rerun the migration 3 times.

Get API Token from Insightly

To get API token

Log in to your Insightly account.
Click the account profile icon and then go to User Settings.
In the User Settings page, under API key, copy the API token.

Migrate data from Insightly

To migrate data from Insightly

Go to Setup > Data Administration > Import.
In the Data Migration page, do the following:
- Choose Insightly
- Enter the API Token.
  The instance URL will be auto-populated.
- Click Migrate Now.
  You will be notified when the migration is complete via a pop-up and an email.

For your kind reference: The following table lists the supported Zoho modules and fields equivalent to that of Insightly's modules and fields. Refer this table as you migrate to achieve a successful, error-free migration.

Notes: Zoho CRM does not support custom modules in API migrations.

Insightly Modules	Zoho Modules	Insightly Fields	Zoho Modules
Organizations	Accounts	Organization Name	Account Name
		Description	Description
		Tag List	Tag
		Shipping Street	Shipping Street
		Shipping City	Shipping City
		Shipping State	Shipping State
		Shipping Country	Shipping Country
		Shipping Postal Code	Shipping Code
		Billing Street	Billing Street
		Billing State	Billing State
		Billing City	Billing City
		Billing Country	Billing Country
		Billing Postal Code	Billing Code
		Phone	Phone
		Fax	Fax
		Website	Website
		LinkedIn	LinkedIn*
		Facebook	Facebook*
		Twitter	Twitter*
		Organization Owner	Owner
		Organization Owner	Created By
		Organization Owner	Modified By
		Organization Created	Created Time
		(DATE_UPDATED_UTC)	Modified By

Contact	Contacts	First Name	First Name
		Last Name	Last Name
		Prefix	Salutation
		Description	Description
		Email	Email
		Mobile	Mobile
		Phone	Phone
		Home Phone	Home Phone
		Other Phone	Other Phone
		Assistant Phone	Asst Phone
		Assistant Name	Assistant
		Fax	Fax
		Mailing Street	Mailing Street
		Mailing City	Mailing City
		Mailing State	Mailing State
		Mailing Country	Mailing Country
		Mailing Postal Code	Mailing Code
		Other Street	Other Street
		Other City	Other City
		Other State	Other State
		Other Country	Other Country
		Other Postal Code	Other Code
		LinkedIn	LinkedIn*
		Facebook	Facebook*
		Twitter	Twitter*
		Contact Owner	Owner
		Contact Owner	Created By
		Contact Owner	Modified By
		Contact Created	Created Time
		(DATE_UPDATED_UTC)	Modified By
		(DATE_UPDATED_UTC)	Last Activity Time

Leads	Leads	First Name	First Name
		Last Name	Last Name
		Prefix	Salutation
		Organization Name	Company
		Email Address	Email
		Description	Description
		Website	Website
		Phone	Phone
		Mobile	Mobile
		Fax	Fax
		Title	Title
		Number of Employees	No. of Employees
		Lead Source	Lead Source
		Street	Street
		City	City
		State	State
		Postal Code	Zip Code
		Country	Country
		Lead Status	Lead Status
		Lead Rating	Lead Rating *
		User Responsible	Owner
		Lead Owner	Created By
		Lead Created	Created Time
		(DATE_UPDATED_UTC)	Modified Time

Events	Events	Title	Event Title
		Location	Venue
		All Day	All Day
		Start Date	Start Date
		End Date	End Date
		Contact / Lead	Who Id
		Organization/Opportunity	What Id
		Description	Description
		Event Owner	Owner
		Event Owner	Created By
		Event Owner	Modified By
		Event Created	Created Time
		(DATE_UPDATED_UTC)	Modified Time

Opportunities	Deals	Opportunity Name	Deal Name
		Description	Description
		Opportunity Value	Value
		Probability of Wining	Probability
		Actual Close Date/ Forecast Close Date/Updated Date	Closing Date
		Current State / Stage (Decided Algorithimically)	Stage
		Organization	Account Name
		Bid Currency	Currency
		Category	Deal Category
		Bid Amount	Bid Amount*
		Bid Duration	Bid Duration*
		Bid Type	Bid Type*
		Opportunity Owner	Owner
		Opportunity Owner	Created By
		Opportunity Owner	Modified By
		Opportunity Created	Created Time
		(DATE_UPDATED_UTC)	Modified Time

Task	Tasks	Status	Status
		Description	Description
		Date Due	Due Date
		Priority	Priority
		(Completed Date)	Closed Time
		Task Name	Title
		Contact/Lead	Who Id
		Organization/Opportunity	WhatId
		Category	Category*
		Task Owner	Owner
		Task Owner	Created By
		Task Owner	Modified By
		Created	Created Time
		Last Updated	Modified Time
		Progress	Complete*

Users	Users	First Name	First Name
		Last Name	Last Name
		Email Address	Email

Check Data Accuracy

After the data is migrated you will be notified through an email. Kindly check if the files are imported correctly into the Zoho CRM account by visiting the Import History (Setup > Data Administration > Import > Import History). Read more about Import history.

If you are not satisfied with the import or field mapping results, you can delete the imported records and re-import.

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