Thank you for choosing Zoho Workerly. If you are ready to migrate data from your existing software to Zoho Workerly, follow the steps given below or contact us to assist you in migrating your data. If you want us to do the migration for you, please write to support@zohoworkerly.com
We recommend you to go through the following points to know about the migration process before you start.
Data files from Zoho Workerly or any other system - There are two folders in this case. The Data folder should have all the data files, including the CSV file that contains information on the record and attachment mappings. The Attachments folder should contain the source files used as attachments in the Workerly account.
If checkbox is selected, True or 1
If checkbox is not selected, False or 0
Check for Data Accuracy
After importing each file, check the data that is imported. For example, after importing the users in Zoho Workerly, go to Setup > Users & Permissions > Users to check if all the users are imported. Follow the same steps for Temps, Clients, Contacts, etc. If you think the data is not imported properly or the fields have been wrongly mapped, you can delete the imported records and import them again.
In case you are stuck in any of the steps above or if you would like us to do the migration, please write to support@zohoworkerly.com and one of our representatives will contact you shortly.
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