Can I migrate data from other CRMs to Zoho CRM?
Yes, you can migrate from other CRMs to Zoho CRM. You can either perform the migration yourself or seek assistance from our team of experts.
Please write to us at: migration@zohocrm.com for assistance with migration.
Before you begin migration, ensure that the data backup file retrieved from your old CRM is in the right format:- Excel (XLS, XLSX)
- Comma Separated Value (CSV)
- Business Card
- vCard Format (VCF)
Customize your account by adding any required fields before migrating data so that you can correctly perform field mapping, ensuring a successful data transfer. Check out the complete migration checklist here and follow the best practices for a smooth transfer of data. You can also find CRM-specific migration guides here.
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