Datacenter Migration in Zoho Docs

Datacenter Migration in Zoho Docs

Zoho Datacenters are available in these regions:

  • US
  • Europe
  • India
  • Australia
  • China

Read Know your datacenter for more details.

When you migrate your Zoho account from one datacenter to another (for example, from the US to EU), all of your Zoho services including Docs, will be migrated. Before you migrate your Zoho account, you should know the limitations in each service.

Below, you can learn the migration process, understand what's migrated, what's not migrated, and other essential details regarding Zoho Docs.

Migration process

  • The Super Admin or an Admin of the Docs account must send an email to support@zohodocs.com with the preferred datacenter details.
  • Once we have the requirements, we will ask you for your preferred date for migration.
  • Our migration team will initiate your migration on the preferred date.
  • Once all your data is migrated, we will ask you to check and confirm that everything has been migrated successfully.
  • ​If there are any failures in the migration, you can report to us, and we will try to migrate them again.

Note:

  • The Super Admin or an Admin who initiates the migration will be our point of contact for all migration-related activities and issues.
  • During migration, any changes made in the source datacenter (for example, the US) will not be migrated to the destination datacenter (for example, Europe).
  • To migrate data, a new mirror account will be created temporarily in the destination datacenter. Once all the data is migrated, accounts will be swapped.

What's migrated

Workspace
All active Workspace will be migrated.

Workspace Members
All active and suspended Workspace members will be migrated.

Folders and Files
All active and trashed files and folders will be migrated.

Versions
The top version and its content will be migrated.

Sharing
All sharing details will be migrated. We will generate new published links, so the old published links will not work after migration.

Search
All migrated data re-indexed in search.

Favourites
All files and folders favourite data will be migrated. If a user has marked a shared file or folder as favorite, it will not be migrated.

What's not migrated

  • Comments
  • Tags
  • Tasks 
  • Check in/out status
  • Activities
  • Access stats
  • Settings
  • Password Policies
  • Brand logo

Limitation in Zoho Writer files 
The following data from Zoho Writer files will not be migrated in Datacenter migration:
  • Engagement Insights
  • Ignored words
  • Schedules Mail Merge/Sign/Fillable jobs
  • Document Thumbnails

Limitations in Zoho Sheet files 
The following data from Zoho Sheet files will not be migrated in Datacenter migration:
  • Audit trail
  • @mentions in comments
  • Custom functions
  • Linked spreadsheet
  • Linked external data
  • Chat history
  • Zapier/Zoho Flow integrations

Important things to know

Licensing & Storage add-on
The accounts will be downgraded from the source datacenter and upgraded in the destination datacenter.

Mobiles apps
The previous mobile app logins will be invalidated. Customers should re-login with the mobile app to access or import data.

Desktop sync
The previous desktop agent logins will be invalidated. Customers should re-login with the Sync app to access or import data.



Please contact support@zohodocs.com if you have any questions about the Docs limitations for datacenter migration.

      • Recent Topics

      • Avoiding Inventory Duplication When Creating Bills for Previously Added Stock

        I had created several items in Zoho Books and manually added their initial stock at the time of item creation. However, I did not record the purchase cost against those items during that process. Now, I would like to create Purchase Orders and convert

      • Applying EUR Payments to USD Invoices in Zoho Books

        Hello, I have a customer to whom I issue invoices in USD. However, this customer makes payments in both EUR and USD. I have already enabled the multi-currency feature in Zoho Books Elite, but I am facing an issue: When the customer makes a payment in

      • How to prevent users from editing mail merge templates from Zoho crm

        We want users to use public mail merge templates. They should not be able to edit templates but only preview data merge and send emails. We did prohibit "manage mail merge template" in the user profile. But they can still edit the template in the zoho

      • Customer Addresses cannot be edited/deleted in invoices

        In the invoices we have an option to change the customer address and add a new address Now I dont know why for some reason if we add an address through this field, the address doesn't appear in the customer module We cannot delete the addresses added

      • Custom Fields connected to Invoices, Customers, Quotes, CRM

        I created the exact same custom fields in Books: Invoices, Customer, Quotes, and in CRM but they don't seem to have a relationship to one another. How do I connect these fields so that the data is mapped across transactions?

      • Accelerate Github code reviews with Zoho Cliq Platform's link handlers

        Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. Share

      • Heads up: We're going to update the VAT Summary table's visibility (UK and Germany Editions)

        Hello users, Note: This change only applies to organisations using the UK and Germany editions of Zoho Books. Currently, if you've enabled the VAT Summary table in a template, it will be displayed only in PDFs sent to your customers whose default currency

      • Partial payment invoicing

        Greetings I have questions related to payments and retainer invoices: 1. When I want to issue a partial payment invoice, I can't specify the portion to be paid or already paid, then balance to be shown as Due. 2. Retainer invoice is only available as

      • Inputting VAT Pre-Registration expenses for first VAT Return

        Hi Zoho, I've just registered for VAT and am setting up Zoho to handle calculations and VAT return submissions. I'm struggling to figure out how to input the last 4 years worth of expenses into Zoho so that they're calculated in the VAT module. When I

      • Anyone else experiencing very slow loading of pages in Zoho Projects?

        I reported this yesterday only to be told there are no issues but is anyone else experiencing stupidly slow loading of pages. On our loading screen, it is taking often as long as 60 seconds to load a page and just stays on this screen for ages! Other

      • Zoho Desk Lookup Field Reporting

        Thank you for adding the ability to add additional lookup fields for desk tickets. My question is how do you report against these fields? For example: Associating related accounts to the primary desk ticket account, I am not able to add the lookup fields

      • Integrating asana will cause notification messages to pop up continuously

        When I create or edit a task in Asana, the Asana bot keeps updating messages to group chat, which causes the cliq to keep popping up notifications.

      • Entire notebook that had notes has disappeared

        I don't know how tf this happened. All I did was uninstall and reinstall the mobile app after fixing a bug I had. After I reinstalled the app, everything was synced back except for one folder which had a bunch of notes in it. None of those notes are in

      • My site has disappeared from web builder

        www.mproperties.uk My site above is still working. However it has completely disappeared from my Zoho sites' web builder. I am therefore unable to edit my site whatsoever. Please help.

      • Trying to trigger email notification based on rollup summary field

        Hi there, I'm trying to trigger an email notification via Workflow Rules wherever the rollup summary field "Total Shipments" goes from empty to not empty. However this field is not available from the picklist of options in the Workflow rule. Can anyone

      • zia data enrichment - switch to webamigo Extension

        Hello, I have so far used data enrichment via Zia. Now I have installed the Webamigo extension to expand personal data. Unfortunately, nothing has changed after the installation; are there any additional steps needed to switch from the previous method

      • Export Timeline

        With the new Timeline features, it would be really helpful to have the option to export a timeline. When handling customer complaints, having the full breakdown of everything that happens on a module is great but we usually have to send this to another

      • Interactions Tab in Zoho CRM: A 360° Omnichannel View of Every Customer Touchpoint

        Hello Everyone, Hope you are well! We are here today with yet another announcement in our series for the revamped Zoho CRM. Today, we introduce Interactions Tab a new way to view all customer interactions from one place inside your CRM account. Customers

      • How to resubscribe a contact marked as "Unsubscribed (Marked by Recipient)" without using a form?

        Hello, I have a question regarding Zoho Marketing Automation functionality. Is there a way for an administrator to change the subscription status of a contact marked as "Unsubscribed (Marked by Recipient)" back to "Subscribed" without using a form? Ideally,

      • Linkedin: when Zoho Social is going serious with it?

        Hi, it's been said in the past that Linkedin related features in Zoho Social were well behind those of other social networks because of limitations imposed by the platform. Now that we see around my tools (take taplio.com) frankly outpacing ZSocial on

      • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(7/24)

        ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 7月開催のZoho ワークアウトについてお知らせします。 2ヶ月ぶりに、渋谷にて「リアル開催」します！ ▷▷詳細はこちら：https://www.zohomeetups.com/20250724Zoho ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、

      • How to get fields centered in a form?

        Is it possible to center fields in a form? Some of my forms do some don't and it is really not aestheticly pleasing?  Any help would be greatly appricated. Thanks, Michael McNeill 

      • Make Packages from multiple sales order of a single customer

        Our customers sends orders to us very frequently, some times what customer wants is to ship items from 5 to 6 sales orders in a single shipment. it will be very nice if, zoho can implement this function, in which we can select items from other sales orders of the customer.

      • Webhooks and Integration

        Hey, I was looking to create automation using webhooks or something equivalent of a trigger based mechanism, to connect it as an integration. But I don't find any relevant APIs to setup these webhooks/notifcations for the "Zoho Books". Can anyone please

      • Zoho Books X Zoho Expense

        Hello there, Please can you tell me if it is possible to sync from Books to Expense? I much prefer the Expense reports to that of Books and the Credit Card feeds work via expense and not Books for me. However I find books is much better to deal with the

      • ABILITY TO LOG INTO CUSTOMER PORTAL

        I think it would be very helpful to have a button in Zoho Books to be able to see the customer portal so we can see what they see to help them navigate through the portal. Many times, the customer will call about the portal, but without visibility into

      • Sort, filter & save views for BOOKS PROJECTS

        Thanks for all the updates. Our firm uses the module for simple internal project accountancy. This means we do everything from the Projects Section but this isn't user friendly at all. You can't do anything with customized your own fields which basically

      • edit input format in custom field - sales order

        hi, I want to integrate a custom field (multi line text box) in our sales order. It needs to show upper case and lower case letters, numbers, spaces, hyphens and "/". What do I need to put in the custom format to configure these signs? Thanks, Tina

      • This transaction type cannot be matched with a line on the statement.

        When using the books API https://www.zohoapis.com/books/v3/banktransactions/uncategorized/${transaction.transaction_id}/match I get this error "This transaction type cannot be matched with a line on the statement." What I'm doing is for the uncategorized

      • Timesheets

        I wanted to create the timesheets remainder for our team mates who miss out the weekly timesheet entries. While creating the email templates, I couldn't see anything related to timesheets. Since it shows projects Can you help me find and build a one

      • Can we embed a Kanban Type of report using iframe too?

        I tried embedding a report as iFrame but it only appear as List View. It would be helpful if can also embed a Kanban Type of report.

      • Weekly Tips : Save Time with Saved Search

        Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—you

      • Hidden Fields with Data Pre-Population and Notification Integration in Zoho Bookings Forms

        Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement for Zoho Bookings forms that would improve data management and workflow efficiency: the ability to create hidden fields with pre-populated data. Current Functionality: Zoho Bookings

      • Tip #37 – How to ensure compliance and accountability using Advanced Session Audit – ‘Insider Insights’

        Hello Zoho Assist Community! This week we will be discussing how to strengthen your remote support operations with better visibility and control. Let’s say your support team handles a growing number of remote sessions each day. At the end of the week,

      • Replace an existing zoho show file with an uploaded one.

        For Zoho WorkDrive Upload API method, I have override-name-exist option, which I can use like this: curl https://www.zohoapis.eu/workdrive/api/v1/upload \ -F "filename=mypres.pptx" \ -F "parent_id=j3tzq1ae09c0cd91540df8d01670af05b657e" \ -F "override-name-exist=true"

      • Tip of the Week #66– Use internal comments to collaborate and resolve issues faster!

        Ever found yourself stuck on a customer query because you needed inputs from your teammate? Or sent a reply too soon and realized later that someone else on your team had a better context? When you rely on back-and-forth messages in external chats or

      • Using Zoho One to manage two (or more) businesses

        We are one company that operates two business, a scenario that Zoho One doesn't really seem to handle very well, and one which I can't imagine is at all unique to us! (It is basically designed to facilitate branding and use for one business only per subscription).

      • Skip order confirmation step in commerce?

        We have a store to sell products that are not shipped to a customer. Right now, when the order is placed, we have to manually 'confirm' the order so the sales order can convert to an invoice and charge the customer.  Is there a way to skip the manual

      • Free Shipping Coupon - Zoho Commerce

        I love the Zoho platform. Zoho Commerce is no exception; however, I'm struggling with a few common features I cannot find or are missing that I hope someone can help me with. Is there a way to create a coupon code for free shipping?

      • Is there a way to link an item to a liability account?

        I collect customer deposits for certain services and hold them in a liability account. However, Zoho Books doesn't let you create an item and assign it to a liability account so how do I create an invoice with an item that records it as a deposit into

      • Next Page