Ensure Migration File is Submitted in CSV Format | Troubleshooting Tips - Zoho Desk

Ensure Migration File is Submitted in CSV Format

Data migration is not just about transferring information—it’s about preserving context, relationships, and history. By following the correct sequence, using the right file formats, and ensuring that external IDs are properly mapped, you can avoid delays and ensure a clean, accurate migration.

This article addresses common challenges faced during migration, particularly around the import of parent modules like Tickets and their child entities such as Comments, Threads, and Attachments. By understanding the underlying requirements and best practices, organizations can avoid delays and ensure a seamless transition.

Why CSV format is mandatory for backend migration?

Another common point of confusion arises when customers attempt to submit backups in XLSX format. While XLSX files are widely used Zoho Desk’s backend migration tools are designed to process only CSV (Comma-Separated Values) files. This ensures consistency, parsing accuracy, and compatibility across different systems.

If a backup file is received in XLSX format, the migration team cannot proceed until it is converted to CSV. This delay can impact timelines, especially when the migration is already in progress or nearing completion. To prevent such bottlenecks, it is essential to prepare all data exports in CSV format before submission.

For teams using tools like Microsoft Excel or Google Sheets, exporting the file as CSV is a simple step: go to File > Save As, choose the location, and select “CSV (Comma delimited)” from the file type dropdown. This small change can significantly accelerate the migration process.

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