Migrate from Zoho ContactManager

Migrate from Zoho ContactManager

Zoho ContactManager has information about the Contacts, Companies, Deals, Tasks which are helpful in managing your business. When you decide to move to Bigin, instead of exporting the information individually you can simply choose to Migrate the complete data from ContactManager to Bigin with a single click. 
 
Migrating from ContactManager to Bigin is possible only if you have subscribed the Bigin account with the same email address as that of the ContactManager. If an organization has multiple portals in ContactManager, the appropriate portal can be selected from which you want to migrate to Bigin. Only one portal can be selected at a time. 

Availability
Organization with the Express edition (trial version inclusive) of Bigin will be able to migrate data from Zoho ContactManager.

Data that will be migrated

Users

Attachments

Companies

Photos

Contacts

Tags

Deals

Webforms

Tasks

Email Templates

Notes

Custom Fields


Note
  1. The Express edition of Bigin allows a maximum of 20 custom fields. If there are more than 20 custom fields in ContactManager, then the top 20 fields that are filled in majority will be migrated to Bigin. The remaining fields will not be migrated.
  2. The Express edition allows 20 tags per module. So, the top 20 tags that are assigned to the records in ContactManager will only be migrated. 
  3. The number of tags and custom fields that can be migrated depends on the custom fields and tags that you have in Bigin. If you have 5 Tags and 6 Custom fields already created in Bigin, then only 15 Tags and 14 Custom fields can be migrated from Zoho ContactManager.
  4. The first five web forms and the first 20 Email Templates will only be migrated. This is determined by the created date and time.
To migrate from Zoho ContactManager
  1. Go to Setup > Data Administration > Import History.
  2. Click Migrate data from Zoho ContactManager.
    Alternately, when there are no records in a module, you can click Migrate data from Zoho ContactManager.

    The Migrate Data popup will display the Zoho ContactManager portal name from which the data will be migrated.
  3. If you have multiple portals, select the portal from which you want to migrate.

  4. Click Migrate Now.

View migration details

The consolidated list of data that has been migrated can be viewed from the Import History page in your Bigin account. Details such as the number of records that are added, updated, or skipped will be displayed. The reason why records have been skipped in the migration process will be specified. You can download a copy of all those records, fix the errors and import them in the appropriate module.

To view Import history
  1. Go to Setup > Data Administration > Import History.
    In the Source column Zoho ContactManager will display the number of records that are imported and the user who initiated the migration process.
  2. Click More > Undo this import to remove all the files that were migrated from Zoho ContactManager.


    • Related Articles

    • Upgrade to Zoho CRM

      Bigin is a minimal CRM with features designed to help small businesses manage their customer relationships efficiently. But as your organization grows, so will your CRM requirements. If you feel you are outgrowing Bigin, you can upgrade your Bigin ...

    • Migrate from Zoho CRM

      Zoho CRM is great for larger teams looking for extensive customizations and enterprise-class business processes. However, small teams may be looking for a simpler alternative like Bigin. When you decide to switch to Bigin from Zoho CRM, you can ...

    • Integrating with Zoho Books

      The Zoho Books/Invoice integration for Bigin lets you sync contacts, companies, and products between Zoho Books or Zoho Invoice and Bigin. Zoho Books and Zoho Invoice users can also create and view invoices, estimates, and sales orders related to ...

    • Integrating with Zoho Desk

      What is Zoho Desk? Zoho Desk is a help desk management software for your business that helps you provide solutions to problems faced by your customers. You can manage the support tickets across various channels such as email, phone, web forms, or ...

    • Integrating with Zoho Sites

      Adding a webform to a website involves a series of steps like embedding the webform code in the site, aligning the website theme with the form etc., These steps must be followed correctly so that information filled out by the visitor is captured in ...