The Data Migration wizard in Zoho CRM ensures that your data is migrated accurately and helps you reduce much of the manual work. It automatically maps import files to CRM modules and import file columns to Zoho CRM fields. In the case of modules that are not already available, Zoho CRM creates them and maps the relevant files to them. It gives you a clear indication of the number files that are mapped, unmapped and any that are not supported.
Migrating to Zoho CRM can be an easy experience but in case you are stuck in any of the steps, please feel free to contact us at migration@zohocrm.com.
There are a few options to migrate. Zoho CRM provides a custom-made setup to migrate from Salesforce, other Zoho CRM accounts, Pipedrive, Highrise, Insightly, MS Dynamics, Maximizer or any other CRM.
You can migrate from Pipedrive, Highrise, Hubspot, and Insightly via API. All you need is the instance URL to get going.
We recommend that you go through the following guidelines for an overview of the migration process.
The modules and their Zoho-defined mandatory fields are listed in the table below. Please make sure to map these fields when you import. There may be other mandatory fields in each module, but you can always customize and mark the fields as non mandatory, if required.
Module | Mandatory Fields | Module | Mandatory Fields | Module | Mandatory Fields |
Leads |
| Cases |
| Products |
|
Accounts |
| Solutions |
| Vendors |
|
Contacts |
| Sales Orders |
| Price Books |
|
Deals |
| Quotes |
| Invoices |
|
Campaigns |
| Purchase Orders |
| Calls |
|
Tasks |
| Events |
| | |
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.