Startup w/ Zoho One

We are wanting to start up Zoho One licenses but have users using Projects & Forms. When I try to add these applications it says something about needed to upgrade before they can be added. It then has a note about making sure to add the applications before upgrading. I want to make sure we incorporate all the individual licenses we've been using under the Zoho One licensing so we don't lose anything. We basically need a resource that can help us get started. Thanks...curt