Data Migration
Migrating from Microsoft Dynamics CRM to Zoho CRM
Converting the format of the MS Dynamics data files Zoho CRM supports only .CSV file format for migration of data. However, the export data from Microsoft Dynamics CRM is in .BAK format. You can get in touch with our team (migration@zohocrm.com) who ...
Migrating from HubSpot to Zoho CRM
Migration from HubSpot to Zoho CRM is carried out using APIs and Instance URLs only. You can initiate the migration by entering the API key. The entire migration will take place in the backend and you will be sent an email notification once its ...
Migrating from Maximizer CRM to Zoho CRM
Zoho CRM supports only .CSV file format for migration of data. However, the export data from Maximizer CRM is in .BAK format. To convert your data to .CSV format, you can contact our experts (migration@zohocrm.com), who will assess the possibilities ...
Migrating from Pipedrive to Zoho CRM
Migration from Pipedrive to Zoho CRM is carried out using APIs and Instance URLs only. You can initiate the migration by entering the API key. The entire migration will take place in the backend and you will be sent an email notification once its ...
Migrating from Highrise to Zoho CRM
Migration from Highrise to Zoho CRM is carried out using APIs and Instance URLs only. You can initiate the migration by entering the API key. The entire migration will take place in the backend and you will be sent an email notification once its ...
Migrating from Insightly to Zoho CRM
Migration from Insightly to Zoho CRM is carried out using APIs and Instance URLs only. You can initiate the migration by entering the API key. The entire migration will take place in the backend and you will be sent an email notification once its ...
Migrating Data Between Zoho CRM Accounts
Retrieve Data files from Zoho CRM If you are planning to use a backup of data from Zoho CRM to import, the file structure does not change. If you exported data from another CRM, use the following folder structure: The Data folder should contain all ...
Migrating from Salesforce to Zoho CRM
Data files from Salesforce The zip file you upload should contain all the files in CSV format and a folder named Attachments. This folder contains the source files used as attachments in Salesforce records. One of the CSV files will list the record ...
Data Migration: An Introduction
The Data Migration wizard in Zoho CRM ensures that your data is migrated accurately and helps you reduce much of the manual work. It automatically maps import files to CRM modules and import file columns to Zoho CRM fields. In the case of modules ...