Zoho CRM Data Migration

Migrating to a new CRM can seem like a daunting task. It is always a custom job that can vary greatly in terms of hours and scope required. Building custom fields in the new CRM, and scrubbing spreadsheet data to prepare for the data import are just a few examples that can make the data migration process a chore. As experts in data migration, we have built numerous tools, SQL queries, and software programs for moving data.

We can perform quick, "simple" migrations, however with basic contact data only (i.e. name, address, email, phone number, etc.). These usually require no more than 2-3 hours to complete. Migrating notes, history, activities, opportunities, and other modules is much more complicated and can take several hours to days to complete. In order to import data into Zoho, you'll need to gather all of the existing data you wish to migrate. This might involve exporting data from your accounting system or prior CRM system into an Excel or .CSV file. With every CRM data migration, there is a large degree of variance. We will give you advice on what data you truly need to keep, to help stay on budget and make the most efficient use of time.

There are many reasons why we mainly work with Zoho CRM and the other business applications Zoho offers. Put simply, being in the industry as long as we have, we know what works efficiently.