Tip#63: How to add new user from another Data Center

Tip#63: How to add new user from another Data Center



Are you encountering problems when adding users to your Organization and receiving the error "Different deployment/region users"? This problem manifests when you add a user who already has a Zoho/Qntrl account in another DC to your organization. Say your company's data is in the US Data Center (DC) and the new user you invite already has a Zoho account, but it is located in the EU Data Center (DC). In such circumstances, we won't be able to add that user to your organization.

The user can follow either of the below suggestions to be added to another DC.
 
  • Close existing account from current DC (or)
  • Migrate all the data to the required DC 

 

Close existing account from current DC:  

If the user is fine with closing the account, the user can follow the steps mentioned in this help document to close the Zoho Account from this current DC. Please note that the user will lose all the data including the data available in other Zoho Products that the user has been using. 

Migrate all the data to the required DC:  

If the new user is willing to migrate all the data to another DC, we can perform data migration when the user raises a request by sending an email to migrations@zohoaccounts.com, outlining the requirements to migrate the data. 
 
Please note that only Admin can raise the migration request. Any user profile can be migrated. But if you are a user in another organization, data migration isn't possible.
 
Qntrl has Data Centers in US, IN, EU, CN, AU and JP.
 
 What data can be migrated:  
  1. Account data of the users.
  2. The data associated with Zoho apps in which they are present as admin.
 
There are 3 stages in migrating the data:
 
 Stage 1: Confirm migration request  
 
After receiving migration request, migration team will gather all the required details, analyze the received details, and communicate if there is any limitation. We'll proceed with initiating the migration after getting the confirmation from the user.
 
 Stage 2: Initiate migration process  
 
All data associated with your account and apps will be exported from your current DC and imported to a new account in the required DC. Once done, the team will request you to check if all the data is available. After confirmation, we'll complete the migration process.
 
Note: If there's no confirmation from your end, the migration process will be reverted after two weeks of migration.
 
 Stage 3: Post migration  process
 
Your account in the old DC will be deactivated and you'll not be able to access it after the migration process is completed. Your account and all the associated service data present in the previous DC will be deleted 14 days after migration.
 
Refer to this help document for detailed explanation on the migration process and account cleanup post migration.
 
We hope this information was helpful to you. For any queries related to DC migration, email us at support@qntrl.com.

                      Help resources:  Qntrl KB |  Tutorials |  Short Help Videos |  How-to videos

    • Sticky Posts

    • Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly

      Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them.   Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates

    • Qntrl's 2023 year in review

      This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This new

    • Tip #61: 5 different ways to create Cards in Qntrl

      Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning

    • Tip #17: Stay informed of significant business impact using Orchestly

      With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates.   Orchestly recognizes such requirements and provides adaptable solutions for all business

    • Onboard faster with Orchestly's Tutorials

      We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly.   Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management.   We're looking forward to document more customer-centric

      • Recent Topics

      • Multi-Unit Inventory with Flexible Unit Selection (Purchase in One Unit, Sell in Another)

        We need multi-unit inventory management in Zoho Books with the flexibility to choose units (e.g., Box or Piece) at the time of purchase or sale. For example, if 1 Box = 10 Pieces, we should be able to record purchases in Boxes but sell either in Boxes

      • Zoho Quartz Screen Recording

        Hello, can we get access to Quartz, please, as a standalone solution? It would be great for creating training videos for current and future staff on how to use Zoho software according to our company requirements. Thank you

      • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

        This is the error i keep getting when trying to use my Zoho Domain Mail. This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Find attached. I hope this can be resolved very quickly so i can go on and make

      • Tip 26: How to hide the "Submit" button from a form

        Hi everyone, Hope you're staying safe and working from home. We are, too. By now, we at Zoho are all very much accustomed to the new normal—working remotely. Today, we're back with yet another simple but interesting tip--how to hide the Submit button from your forms. In certain scenarios, you may want to hide the submit button from a form until all the fields are filled in.  Use case In this tip, we'll show you how to hide the Submit button while the user is entering data into the form, and then

      • filter broke my data

        I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they

      • Email address for forwarding is not saving and there's no confirmation ema

        Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwarding

      • How do I move Notes around within a Group?

        It says here: " You can now sort notes by title (alphabetically), or by date modified and date created. You can even organize your notes by dragging and dropping them into a particular order. To sort your notes, simply go to Settings and tap “Sort By.” Please note: all sort settings will be saved and synced across devices, except for custom sorting. Custom sorting will be device specific."However, I am unable to 'custom sort' in either Notebook for Mac or on the Web. In addition, I can't find the

      • javax.mail.authenticationfailedexception 535 authentication failed

        Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha

      • Pocket from Mozilla is closing shop. Don’t lose your favorites . Move them to Zoho Mail Bookmarks now! 📥🔖

        The end of Pocket shouldn't mean the end of your important links and content. Easily import them into Zoho Mail's Bookmarks and continue right where you left off. You can bring over your entire Saves, Collections, and tags just the way they are. Bookmarks

      • Zoho Sign: need to leave document pending for up to a year, or maybe there's a better way?

        I have zoho one, maybe there's a better way to do this with another service than sending a zoho sign template from zoho crm. At the end of the day this requirement is due to regulations, no matter how dumb it may seem. I'm just looking for a way of getting

      • 'Add Tax To Amount' not reflected in Invoice

        Hi Zoho Support, I'm experiencing an issue with tax calculation display in my invoice template. Despite having "Add tax to amount" box checked in the template settings, the Amount column is not showing the tax-inclusive total for line items. Current behaviour:

      • To Do: shareable task links without login

        Hi! I’m using Zoho Mail and ToDo in my daily work, and I’ve run into one limitation that’s a real blocker for me. Right now, to share tasks with managers or directors, they need to have a Zoho account and be added to a group. In practice, many of them

      • Separate Items & Services

        Hi, please separate items and services into different categories. Thank you

      • Unable to edit or delete email address

        I signed up for free Zoho today. I usually am pretty good at understanding and configuring things like this, but your interface baffles me, and your online help is cryptic to say the least. I have spent hours just trying to set up a couple of email accounts in Zoho before pointing my domain MX records to Zoho. I solved some other issues on my own, but I can't figure out this latest problem: I have created two email addresses in Zoho. Let's call the first one myname@mydomain.com and the second one

      • Mastering Zia Match Scores | Let's Talk Recruit

        Feeling overwhelmed by hundreds of resumes for every job? You’re not alone! Welcome back to Let’s Talk Recruit, where we break down Zoho Recruit’s features and hiring best practices into simple, actionable insights for recruiters. Imagine having an assistant

      • We are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com

        I cannot sign up and return the error of we are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com

      • Multi-currency - What's cooking ?

        Hi,       We have been doing this feature for sometime and we would like to give you some glimpses of it.  Working with Multi Currency :        Multicurrency support gives you the ability to handle business transactions in multiple currencies. You can define a base currency for your organization and add more currencies with exchange rates based on the base currency.  Setup :        From the setup page, you can manage all the currencies supported by your organization.       Currencies page        

      • Integrating Chatbot with Zoho Creator Application

        Is it possible to integrate a chatbot with a Zoho Creator application?

      • How to reduce programmatically the image uploaded by user?

        I need a function that will automatically reduce the pixel dimension to 800 x 600 pixels / 180 resolution or (approx. 1.37MB) of image uploaded by user from digital camera, for example, 2271 x 1704 pixels /180 resolution or approx. 11.1MB. After the user selected the image, the function will able to detect if pixels is above 800x600, process the photo (crop/ reduce) and resume upload. Need help...  

      • Dark mode for Zoho Creator / Zoho CRM Code editor

        Hi Team, Is there any plans for Dark mode in Zoho creator / Zoho Crm code editor and development pages in pipeline?

      • Is there a way to make a button scroll down?

        Looking to have a button on a landing page scroll down to another section on the page. Any recomendations outside of coding?

      • Collective-booking event not added to all staff calendars

        We assign two staff to certain events. When the client books this event, it adds it to one staff calendar (the 'organiser') but not the other. How can I ensure all staff assigned to a collective booking get the event in their calendar? (A side note: it

      • ZOHO Android Client

        Hi, I installed the Android app, but it had an issue, so I reinstalled it. I was able to add multiple accounts, but now when I add the next account, it just duplicates the one I already have and will not even allow me to enter the info for another account.

      • I'd like to suggest a feature enhancement for SalesIQ that would greatly improve the user experience across different channels.

        Hello Zoho Team, Current Limitation: When I enable the pre-chat form under Brands > Flow Controls to collect the visitor’s name and email, it gets applied globally across all channels, including WhatsApp, Messenger, and Instagram. This doesn't quite align

      • Enhance Barcode/QR Code scanner with bulk scanning or continuously scanning

        Dear Zoho Creator, As we all know, after each scan, the scanning frame closes. Imagine having 100 items; we would need to tap 100 times and wait roughly 1 second each time for the scanning frame to reopen on mobile web. It's not just about wasting time;

      • Managing Rental Sales in Zoho Inventory

        I am aware that Zoho Inventory is not yet set up to handle rental sales and invoicing. Is anyone using it for rentals anyway? I'd like to hear about how others have found work arounds to manage inventory of rental equipment, rental payments, etc. Th

      • Megamenu

        Finally! Megamenu's are now available in Zoho-Sites, after waiting for it and requesting it for years! BUT ... why am I asked to upgrade in order to use a megamenu? First: Zoho promised to always provide premium versions and options for all included Zoho-applications

      • Zoho Flow to Creator 3001 Respoonse

        I have updated my Flows with the new V2 connection to Zoho Creator, but now some Flows do not work. They take in data from a Webhook and are supposed to create a record in Creator, however creator returns a 3001 message along with a failure, but I cannot

      • File Upload to Work Drive While Adding Records in Zoho Creator Application

        Hi I am trying to set a file attachment field in zoho creator form, to enable the user to upload a scanned document from their local pc. The file should be uploaded to zoho workdrive and not to the default zoho creator storage. The file link should be

      • Why not possible to generate?

        Using this https://desk.zoho.com/DeskAPIDocument#TicketCount#TicketCount_Getticketcountbyfield on my ZML script url :"https://desk.zoho.com/api/v1/ticketsCountByFieldValues?departmentId=XXXXXXXXXXX&accountId!=XXXXXXXXX&customField1=cf_country_1:XXXXXX&field=overDue"

      • email

        Hi My crm email is not working, can you check, I have zoho one account.

      • Need option to see Mass Emails & Cadences in Gmail Outbox OR a dedicated Zoho Outbox

        Hi everyone, Right now, when we send 1:1 emails from gmail (with gmail API connected to Zoho CRM), those emails appear both in gmail's sent folder and in Zoho CRM. That works well. But when we send Mass Emails or Cadence emails form Zoho CRM, they are

      • I can't found API for Sales Receipts

        Hello May you please help me to find an API document for Sales Receipts to get data and retrive a custom fields like Invoice and credit notes Regards

      • Kaizen #205 - Answering Your Questions | Managing Picklists and Enabling History Tracking via Zoho CRM APIs

        Hello everyone! Welcome back to another post in our Kaizen series. In this post, we will look at how you can manage picklist fields in Zoho CRM using APIs. This topic was raised as feedback to Kaizen #200, so we are taking it up here with more details.

      • Multiple Vendor SKUs

        One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for

      • Internally created tickets

        Hi there When tickets are created internally on-behalf of customers - there is nothing to show that the ticket was created by an internal agent. This means, that it's easy for our agents to confuse tickets which were created by internal team members and

      • Automatically change website passwords

        Hi everyone, We just switched to a Professional package to also use the "Automatically change website passwords" function. But I cannot find anything about it, how to use it, anywhere. Does anyone know how I can use this function? Best, Caspar

      • Change Invoice Prices for an Effective Date

        Hi, It would be a really good feature to be able to change the prices on invoices/recurring invoices from an effective date in the event of price increases. For instance, I am in the process of increasing prices that will be effective from a specific

      • "Other Current Asset" accounts as "Paid Through" accounts in Expense

        It would be incredibly useful to be able to assign accounts of type Other Current Asset as Paid Through accounts in Expense. Currently, Other Current Liability are permitted as Paid Through Accounts. This makes sense, as Credit Cards are current liabilities.

      • Multi column open text questions that allows respondents to add rows for additional information

        I need to create a question that has 2 columns with open text, but I also need to allow respondents to click a "+" button, or something similar, so that they can add additional information if they choose to. I've tried using the Multiple Textboxes type

      • Next Page