Migrating from Act! CRM to Zoho CRM

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 from them.
Once you have your database export ready, it is time for migration. However, it is important that you convert the file format. The export file from Act! CRM will be in .BAK format, while Zoho CRM allows only .CSV for migration.

Convert your data to .CSV format

To convert your data to .CSV format, you can contact our experts ( migration@zohocrm.com ), who will assess the possibilities and help convert the data from .BAK to .CSV.

Alternatively, you can submit a conversion request directly from the tool.

To submit a request
  1. Go to Setup> Data Administration> Import.
  2. In the import page, do the following:
    1. Choose Act! CRM . You will be taken to the data migration page.
    2. On the Data Migration page , click on the Contact our experts now call-to-action button.
    3. In the Submit Your Request form, provide
      1. Your contact number with country code
      2. Number of user license required
      3. Optional instructions to consider while conversion.
    4. Click Submit .

      Once you have requested for file conversion, one of our experts will contact you within two or three business days to initiate discussion regarding migration.
  3. Upon receiving the .CSV file, you can browse and upload the files. You can select multiple files or upload a zip file to migrate data into more than one module.

Supported Modules

Following are the modules that will be migrated from Act! CRM to Zoho CRM.
  1. Company
  1. Contacts
  1. Case
  1. Opportunity
  1. Users
  1. Tasks
  1. Notes
  1. History information
  1. Meetings
To migrate from Act! CRM
  1. Log in to Zoho CRM with Administrator privileges.
  2. Go to Setup > Data Administration > Import .
  3. In the Import page, choose Act! CRM. 
  4. In the pop-up, browse for and upload the files.  You can select multiple files or upload a zip file to migrate data into more than one module.
  5. Click Next .
    Zoho CRM automatically reads the files and maps the data to the correct modules and fields. 
  6. You can do the following in the Module-File Mapping section:
    1. View the mapped and unmapped modules separately.
    2. Click on a file and see which module it is mapped to.
    3. View the mapped, unmapped and unsupported files separately.
    4. Click the Discard Migration link to restart migration from the scratch.
  7. Click on a module to view the files that have been mapped to it. You can also select from the Unmapped files and map them. Multiple files can be mapped at the same time. You can also create a new module and map the appropriate file. At this step you can create a new module:
    1. Click Create New Module.
    2. Enter the module name and click Next .
    3. Select the file to be mapped with this module and click Save
  8. Click Next .
    The mapped modules will be listed where you can map the fields for each module.
  9. In the Field Mapping tab, make sure that you map all the mandatory fields.
    The field names that you specified in the .CSV file will be available under the Fields in File coloumn and select the equivalent CRM field from the drop-down under the Fields in CRM column. 
  10. Click Create New Fields to add new fields and insert data for them during the migration.
    The number of fields that you can create depends on your Zoho CRM edition. (Skip to step 12 if you do not want to create fields.)
  11. In the Create New Fields   pop-up, do the following:
    1. Modify the field labels, if required. All the fields from the import file that were not mapped for migration because they are not available in Zoho CRM will be listed with their column numbers from the import file.
    2. Select the Field Type from the drop-down list.
      Autonumber and Formula are not available. You cannot create these fields during migration.
    3. Click Create . The field will be created and mapped to the columns in the import file.
    4. Click Close to continue the migration process.
  12. Click Mapped Fields and Unmapped Fields to view the columns that are mapped and not mapped respectively with the fields in Zoho CRM.
  13. Click the Reset Mapping link to start mapping from scratch.
    Any mapping you have done so far will be removed and you can start over.
  14. Click the Auto Map link to let CRM map the migrate columns with matching fields.
    The system will identify columns that match the CRM fields and map them automatically.
  15. Hover over the field and enter the field values in the Replace Empty Values text box.
    Sometimes the field in an import file doesn't have a value, in case that field is marked mandatory in CRM, the record will not be imported because of absence of value. To avoid such situations, you can mention an alternate value that will replace the empty field.
    For example, you have mapped the Last Name field from the file with the Last Name field in the Leads module, which is mandatory. So without the field value, the record will be skipped during the import process. To avoid that, you can specify the value that should replace the empty Last Name field.
  16. Hover over the field and click the Add (+) icon next to the field name and map multiple fields in CRM with a single field from the file. 
    For example, if the Billing Address and the Shipping Address are same you can map both these CRM fields to the appropriate fields from the file.
  17. Click the Assign Default Values tab and select the CRM Fields with the appropriate Default field values. 
    Once the values are specified, all the records will have the field value that you have specified by default. For example, you are migrating a set of records to the Leads module and the Lead Source is common for all the records. The appropriate value for the lead source can be chosen here so that all the records will have the specified field value by default.
  18. Click Save and Next .
  19. In the Review page, check the Field Mapping Status and the Pre Migration Status for Each Module.
  20. Click Start Migration to initiate data migration.
    You can still click Edit Mapping and re-run Migration while the migration is running.

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