DATA MIGRATION

A data migration project can be a challenge because administrators must maintain data integrity, time the project so there is minimal impact to the business and keep an eye on costs. 

Data Migration in Zoho Platform

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 of attachment mappings. This will be used to retain the records’ association with the attachment files.

Data from any custom modules that you created in Salesforce will be stored in files with a “_c” suffix on the file name. (e.g., registrations_c.csv).

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 the data files, including the CSV file with the record of attachment mappings.
  • The Attachments folder should contain the source files used as attachments in the CRM account.

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 completed. You can undo or rerun the migration 3 times. 

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 completed. You can undo or rerun the migration 3 times.

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 completed. You can undo or rerun the migration 3 times. 

Get API Token from Pipedrive

To get API token
  1. Log in to your Pipedrive account.
  2. Click the account profile icon and go to Settings.
  3. In the User Settings page, click Personal > API.
  4. Copy your personal API token.
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 and help convert the data from .BAK to .CSV. 
 
To submit a request
  1. Go to Setup > Data Administration > Import.
  2. In the Data Migration page, do the following:
    1. Choose Maximizer CRM.
    2. Click Contact our experts now, to submit your request for converting the file into .CSV.
    3. In the Submit your request popup do the following:
      1. Enter the Phone Number with country code.
      2. Select the Number of users from the drop-down list.
      3. Enter a Description and click Submit.
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 completed. You can undo or rerun the migration 3 times. 
 
To generate the API token
  1. Log into your HubSpot account.

  2. Click Account Name on the top right corner and select Integrations.

  3. Click API Key.

  4. Click Generate API key, if you have never generated an API key.

  5. Click Copy

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 can help in converting the files to .CSV format. 
The data should always be in the .CSV format. When you save the data backup to your local drive, it is a good idea to extract the files to check that the format matches and compress them again for import. This may sometimes create additional folders. If there are any additional folders in the zip file, uploading your file may fail. 
To raise a request with the support team:
  1. Go to Setup > Data Administration > Import.
  2. In the Data Migration page, do the following:
    1. Choose Microsoft Dynamics CRM.
    2. Click Contact our experts now, to submit your request for converting the file into .CSV.
    3. In the Submit your request popup do the following:
      1. Enter the Phone Number with country code.
      2. Select the Number of users from the drop-down list.
      3. Enter a Description and click Submit.
  3. Once you get the .CSV file, you can browse and upload the files.
    You can select multiple files or upload a zip file to migrate data into more than one module.

Migrating Data Between Zoho CRM Accounts

Migrating from Highrise to Zoho CRM

Migrating from Pipedrive to Zoho CRM

Migrating from Highrise to Zoho CRM

Migrating from HubSpot to Zoho CRM

Migrating from Microsoft Dynamics CRM to Zoho CRM

Migrating from Salesforce to Zoho CRM

WHY CHOOSE FAIRCHANCE FOR CRM ?

Professionalism

We know our client’s needs and serve all those who want to work with us. We are able to mix and match miscellaneous channels and perfectly match them to the demands of the client with experience and support. We analyze each project precisely, then we make our suggestions, and advise the customer create a accurate solution.

 

Consultancy

We know our client’s needs and serve all those who want to work with us. We are able to mix and match miscellaneous channels and perfectly match them to the demands of the client with experience and support. We analyze each project precisely, then we make our suggestions, and advise the customer create a accurate solution.

 

Training

With so many new products and options to choose from having some guidance and support is essential. This is why Fairchance For CRM provides comprehensive training of the product by using available resources, materials and tools before handing it over to you to better understand the product and promotes your business.

Learn More

Zoho Consulting

Zoho Development

Zoho Support

Zoho Training

Zoho Integration

Zoho Expert Team

Zoho Implementation

Zoho Data Migration