Data Migration

Data Migration

Data migration is a process of transferring data between applications, data storage systems or data centers. In Zoho Campaigns, data migration lets our destination users to migrate their data from their source account to destination account.  Using this process, you can copy your campaigns, reports, mailing lists, subscribers, segments, and custom fields data to your destination account.
In this section, we’ll walk you through the various steps that are involved in migrating your data from source (US account) to destination (EU account) data center successfully.

Setting up a data migration plan

Before you set up the data migration process, please check that you have active user accounts in both source and destination setup.
To set up the data migration process, follow the instructions below:
  1. From the Navigation toolbar, click Data Migration.
  2. This will take you to a landing page where you need to click Let’s Start.lets start button
  3. Now, you’ll be taken to following steps:

Authenticate your source account

  1. In this step, you’ll confirm your source account and click Authenticate.authenticate button
  2. Now, you’ll grant us the permissions to access your data such as
    1. Read and export data in source account. 
    2. Import data to destination account. 
  3. Click Continue.

Map Users

Before you migrate your data, you’ll map the users from your source account to users from your destination account to transfer data. Click Next.

user mapping

Migrate Data

Once you click the Initiate button, the following data will start to copy:
  1. Campaigns and reports
  2. Mailing lists and segments
  3. Subscribers and custom fields
    migrate data

Note: While the data migration is processing you cannot create campaigns, mailing list, custom fields, or add subscribers related to this account.

Import Progress

You can see the data migration status and the various stages involved in it.


You can also view the module wise progress of data that is getting imported.

import progress

Data migration status

Once the data migration is complete, you can view the various data that were migrated to your destination account.

    • Related Articles

    • Enable GDPR settings

      This feature is available for Zoho Campaigns accounts migrated to the new version of Topic management.  GDPR (General Data Protection Regulation)  is an effective legal regulation for all residents of the European Union since May 2018.   GDPR will ...

    • GDPR - Troubleshooting guide

      General Data Protection Regulation regulates the collection and processing of personal information of EU residents. This provides EU residents with complete authority over their data.   According to GDPR, EU residents have the right to know that ...

    • How does Zoho Campaigns ensure GDPR compliance for its mobile app?

      To comply with GDPR, only the campaigns and the mailing list details will be fetched from the server and saved in the local database. This information can be accessed even while working offline and will be cleared once the user signs out from the ...

    • Get Consent

      This feature will not be available for accounts created after September 22, 2021. You can enable GDPR settings in Settings->Compliance settings. These changes happened owing to the recent Topics update.   We aim to protect individuals from spam that ...

    • GDPR Settings

      This feature will not be available for accounts created after September 22, 2021. You can enable GDPR settings in Settings->Compliance settings. These changes happened owing to the recent Topics update.   When you have enabled GDPR compliant email ...