Hello, dear Zoho Community! 

Struggling to understand what will be the best approach for our case. 

Please, need an advice... Thanks.

Migrating from an old desktop system, and want this process as painless as it can be.

+ ZCRM

+ ZInventory (synced with WooCommerce via plugin by RoadMap Studio)

+ ZBooks

+ Import Accounts 

+ Import Contacts

(including both Customers and Vendors)

What will be the PROPER order in ZBooks? 

Sync Items from ZInventory > ZBooks

Sync Customers/Vendors and their Contacts from ZCRM > ZBooks

Import Invoices > Import Payments received

Import Bills > Bill payments, right?

= Sync Customers and Vendors from CRM = 

Upload file with their opening balances to ZBooks. 

[? (1) ?] Read somewhere that if you import Customers/Vendors via ZBooks you can include Opening balances in the same file, so I'm not sure if I will be syncing from ZCRM...

= Import Items with their Opening Stock =

Item Type is "Sales and Purchases"

[? (2) ?] Items created in WooCommerce > ZInventory (synced via plugin by RoadMap Studio) > synced with ZBooks. I was told we first need to create Items in Woo.  

= Sales Transactions importing =

+ Estimates

[? (3) ?] If we upload old Estimates (from our ERP system), will it be reflected as Quotes in ZCRM after sync? 

+ Import Invoices

+ Import Payments associated with Invoices

Then importing: 

= Purchase Transactions

+ Expenses

+ Bills

+ Purchase Orders

+ Payments Made

[? (4) ?] Will this data be visible in ZCRM Finance module after syncing? Thanks