Data Migration

Data Migration

Bring-in data to Zoho CRM from other sources using Data Migration



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                                                                                      • Related Articles

                                                                                      • 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 ...
                                                                                      • Can I move deals to a particular pipeline and assign a stage during data migration or import?

                                                                                        Migrating from another CRM: When you migrate from another CRM, the Pipeline field will be available during field mapping. The deals will be assigned to the layout's pipeline based on this field. If the deals that are to be migrated do not have a ...
                                                                                      • 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 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 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 ...
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