migrating from Zoho Invoices (CRM) to Zoho Books

migrating from Zoho Invoices (CRM) to Zoho Books

Good day,

I was wondering if there was a easy way to migrate all the quotes and invoices from Zoho Invoices CRM to Zoho Books.

We plan to move to using Zoho Books in a few weeks and would like to have all the quotes and invoices from the past 3 years to be attach to the proper customer in Zoho Books.

I know we could export all of them and do a import but was wondering since they are both Zoho software if there was a easy way of doing this.

Also if any one ever did a migration like this how did you do it just simply export all quotes and invoices clean the csv and then do an import ?



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