CRM | Data Migration | Knowledge Base

Data Migration
Migrating from Bitrix to Zoho CRM
Migration from Bitrix to Zoho CRM is carried out using inbound webhook only. You can initiate the migration by entering the inbound webhook in the instance URL. The entire migration will take place in the backend and you will be sent an email ...
Migrating from Capsule to Zoho CRM
The migration process from Capsule to Zoho CRM relies on APIs and Instance URLs. To initiate the migration, simply input the API key. The entire migration occurs in the backend, and upon completion, you'll receive an email notification. You have the ...
Migrating from Bigin to Zoho CRM
You can migrate your data from Bigin to Zoho CRM by uploading a data backup of your Bigin account into your Zoho CRM account. This involves only a few steps, as mentioned below. Pre-requisites: To initiate the migration of your data from Bigin, you ...
Migrating from Sugar CRM to Zoho CRM
Welcome to Zoho CRM! Migrating your data from Sugar CRM to Zoho CRM can be done seamlessly using our data migration feature. All you need is to have an export file from Sugar, ready to use. Click here to learn to export data from their CRM. Before ...
Migrating from Act! CRM to Zoho CRM
Welcome to Zoho CRM! You can now migrate your data and users from your Act! CRM to Zoho CRM, seamlessly using our data migration feature. All you need is to have an export file from Act! CRM, ready to use. Click here to learn about exporting data ...
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 ...
Migrating from Highrise to Zoho CRM
Migration from Highrise 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 ...
Migrating from Pipedrive to Zoho CRM
Migration from Pipedrive 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 ...
Migrating from Maximizer CRM to Zoho CRM
Zoho CRM supports only .CSV file format for migration of data. However, the export data from Maximizer CRM is in .BAK format. To convert your data to .CSV format, you can contact our experts (migration@zohocrm.com), who will assess the possibilities ...
Migrating from HubSpot to Zoho CRM
Migration from HubSpot 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 ...
Migrating from Microsoft Dynamics CRM to Zoho CRM
Converting the format of the MS Dynamics data files Zoho CRM supports only .CSV file format for migration of data. However, the export data from Microsoft Dynamics CRM is in .BAK format. You can get in touch with our team (migration@zohocrm.com) who ...
Migrating Data Between Zoho CRM Accounts
Retrieve Data files from Zoho CRM If you are planning to use a backup of data from Zoho CRM to import, the file structure does not change. If you exported data from another CRM, use the following folder structure: The Data folder should contain all ...
Migrating from Salesforce to Zoho CRM
Data files from Salesforce The zip file you upload should contain all the files in CSV format and a folder named Attachments. This folder contains the source files used as attachments in Salesforce records. One of the CSV files will list the record ...
Data Migration: An Introduction
The Data Migration wizard in Zoho CRM ensures that your data is migrated accurately and helps you reduce much of the manual work. It automatically maps import files to CRM modules and import file columns to Zoho CRM fields. In the case of modules ...

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