Name: Zoho CRM Migration
Brand: Zoho CRM
Price: from 89.00 USD
Availability: InStock
Rating: 5.0 (12 reviews)

What you may migrate

List of supported Modules & Records in Zoho CRM

Discover how it works

Short and illustrated user guide to migrate Zoho CRM to or from another CRM

Zoho CRM migration price

Find the cost of your automated or custom migration service

Need to talk with an expert?

Start Online Chat Schedule a Call

Supported modules

Modules and fields mapping may vary accordingly to your demands and business needs

Zoho CRM module name	From Zoho CRM	To Zoho CRM
Users First name, last name, phone numbers, address details, role, email, website	Automated migration	Custom Migration
Leads Description, first name, last name, title, phone numbers, fax, email, address details, website, lead status, lead source, industry	Automated migration	Automated migration
Contacts First name, last name, description, title, department, address details, phone numbers, email, sync to Outlook®, related account	Automated migration	Automated migration
Accounts Name, description, account type, industry, fax, billing address details, phone, employees, ticket symbol, related account name	Automated migration	Automated migration
Products Outputs of a company	Automated migration	Automated migration
Events Location, subject, description, start date, end date, duration, time of creation and modification, parent type, parent id, owner user id	Automated migration	Automated migration
Calls inbound and outbound calls received from leads and customers, call duration, date and time of calls, notes, etc	Automated migration	Automated migration
Tags information related to certain	Automated migration	Automated migration
Notes Note, created date, parent type, parent id, parent name, owner user id, creator name	Automated migration	Automated migration
Potentials information about business deals with a customer or organization	Automated migration	Automated migration
Tasks Subject, description, status, due date, priority, task owner	Automated migration	Automated migration
Attachments Attachments	Automated migration	Automated migration

I Wish to Migrate

Start Free Demo Migration or See more details

Two ways to complete your data migration

Depends on your time and budget you may select
the most comfortable way for you

Custom Migration Service

Any CRM Platforms. Any modules. Any conditions.Our techs will do everything for you!

Automated Migration Service

Migrate your Zoho CRM data fast and conveniently with robust migration wizard. No risk. No tech skills required.

Personal Approach

We will take into consideration the requests and recommendations to perform the effortless CRM migration and satisfy your company needs.

Any CRM Platforms.

Move your business data from/to any CRM software with the help of Custom Migration Service securely.

There is no limit - any CRM you wish is supported.

Any modules

Ensure the swift and secure data import of any CRM modules.

Accounts

Opportunities

Notes

Events

Contacts

Emails

Tasks

Meetings

Calls

Products

Leads

Any conditions.

Use the custom migration service to simplify the migration process and overcome any hurdles with help of our technical team.

Our techs will perform data migration so that to fulfill your specific business needs and deliver you with the desired result

Individual Account Manager

Get a personal account manager who is always there to inform you about the CRM migration progress and answer your questions.

What Clients Say About Us

Worked amazingly well once we got through a small issue with Sample Migration - very seamless, and good support - saved me from hours of manual cut and paste, and the referential integrity appears solid between all of migrated data in the new CRM.

Ramsay Smith, VP Sales at Forticode, www.forticode.com

We switched from vTiger to bitrix24 with the help of data2crm. We had a lot of custom fields with very creative names in german. But Alex and his Team did it. It´s working fine and everything for a very reasonable price.

Thomas Poscher, www.myproduct.at

Personal Approach. What Stands Behind?

The personal approach aims to exclude any possible issues during the CRM transition and ensures to assist you through the migration process.

Request a call (or mail us) and clarify all necessary data about the CRM transfer.

Investigate and analyze your data migration requirements with the help of our techs.

Get the essential information and main steps of your data import.

Evaluate your CRM migration details and allow us to run the Full migration to the desired CRM.

Custom Migration Check or Read more about Automated Migration

Automated migration

You can set up the fields mapping and data import on your own.Try a free Demo Migration to check the service in action and launch a CRM data transfer in an automated way.

Map fields you want to migrate

Take advantage of built-in data mapping option and set up the records migration to the selected fields. Also, you can exclude the transition of some fields in case they have no or little value for your business processes.

Migrate custom fields and data

You can move the custom data fields from the existing CRM to the desired platform, and transfer the default records right from the migration wizard.

Proper data relation to employee

Data2CRM also supports the user mapping, so you can migrate records to the corresponding users on the new platform or choose the other user as well.

The data migration I needed seemed pretty complicated and I was nervous making the transfer. Data2CRM got the job done and did what was needed to complete the migration!

Matt Stiller, www.cpaplusnetwork.com

Easy to use and great support and services!

Stefan Hougardy, www.carbu.be

How it Works

Provide Your Current and New CRM System Details

This step requires defining your existing and future CRM solutions. You have to choose the current and desired CRM from the drop-down menus, specify URLs, and provide access credentials (login, password or API key).

Choose the CRM Modules You Want to Migrate

After defining the existing and future CRM details, select the entities you want to migrate. Check out the boxes and activate the modules for data import.

Also, you may change the specific fields mapping on your own to comply with your business needs.

Try a Free Demo Migration

Start a free Demo Migration to your new CRM platform to evaluate the automated switch between the existing and new CRMs. The service migrates the limited amount of users, accounts, contacts, leads, opportunities, tasks, notes, calls, emails, meetings, attachments together with relations between the records.

In case you want to get more advanced CRM Migration assistance that includes any custom data or modules transfer, you may request the customized Demo Migration.

Start Full Migration

Finally, you can start your Full Migration and switch data to your new CRM platform. When your Full Migration is completed, check its results out, and get down to running your business more efficiently with the new CRM solution.

Recently we decided to switch from Zoho CRM to vTiger so that we would have more freedom with customizing the CRM to our needs. However have used Zoho for almost a year already we had a large amount of data that required migrating. In addition to the migration, we had customization project occurring in parallel. In order to help things along we used Data2Crm to manage our migration from start to finish. Projects of this size are never flawless, but when the issue occurred the project manager handled them quickly, efficiently and professionally. I would highly recommend Data2CRM for any CRM migration project.

Kevin Carpenter, Carpenter Systems LLC

Start Free Demo Migration or Read more about Custom Migration Service

Video Tutorial

Watch step-by-step video tutorial on how to perform data migration with DATA2CRM and just in five minutes you will be ready to complete full data transfer from Zoho CRM or to Zoho CRM

Your Data Security - Top Priority for Us

We take security very seriously and have developed a comprehensive set of practices, technologies and policies to help ensure your business data is secure. Security is essential in working with customers’ information, Data2CRM.Migration team builds the service on the effective and security-focused practices.

Physical Security Layer

Our datacenters are hosted on secure facilities. It includes:

High-security video-monitored around all perimeter
Entry via a transponder key in electronic access control terminals
Surveillance cameras for 24/7 monitoring of access routes

Furthermore, it is protected from physical and logical attacks, and from natural disasters such as fires or floods.

Network Security Layer

Data2CRM network security team protects your data against the most sophisticated electronic attacks. We use the best and proven practices of network security. Data2CRM.Migration offers the following preventive measures:

network firewalls
DDoS preventions
network posture assessment

Application Security Layer

Our service provides you with HTTPS-encrypted communication, role-based authorization, and validation of all requests to ensure the security on the application level.

Security Audits

On a regular basis we scan all systems to prevent any vulnerabilities. The software is constantly updated, so all connections to the previous version are limited, logged and checked.

What our clients say

Real testimonials from real clients

Maximilien

Managing Director at Brainet

Easy migration with support for the difficult parts
It was easy to transfer and I transfered most of my data easily. It was done quickly (less than a few minutes)

Mark McGraw

Owner of Sandler/Sales Engine LLC www.salesengine.sandler.com

Super easy to use. Most of the fields were already mapped for me so much of the work was done. Frankly, the interface was very pleasant and easy to navigate. Plus...let's not forget this...it worked!

Very responsive customer service. Worked through any issues I had and made sure I was 100% satisfied
Support staff was very accommodating, and even allowed me to correct and error via API after the migration was completed.
The mapping template was very confusing to me. However I will say Data2CRM turned this into a positive, by being very helpful, and in the end allowed me to create my own mapping in excel, and doing the mapping for me. Then all I had to do was confirm the final version.

Mike McPeak

CRM Administrator at Hale Trailer Brake & Wheel, Inc. haletrailer.com

Kris Borgraeve

Director at Digital Practice

At https://www.digitalpractice.com.au (Marketing for Doctors) we wanted to use AgileCRM and had our database stored in Hubspot. Data2CRM Migration helped us in an afternoon and we were able to keep our marketing/sales operations going during and immediately after the migration. Great tool. Good service. Thank you.

Andrew Lowe

Marketer at CXO-Cockpit www.cxo-cockpit.com

Data2CRM were the quickest to respond to my requests and the results are great. With quite a challenging task they delivered the finished product well under the expected time frame which was a huge plus for us.

Philippe Allot

CEO at ORDINAL Software www.ordinal.fr

Exhaustive migration of a complex CRM database
The ability to migrate complex custom fields into Pipedrive's approach, so preserving our information since a long period.

Reem Aljamel

TDM Group www.tdmgroup.net

I was very impressed with how quick and efficient the whole process was. Their customer service answered all of our questions we had and ensured any of our requirements and specifications were met.
The whole process was smooth and fast. They saved us a lot of time and made it way easier for us.

Supportive on Live chat...excellent product, just have to realise that these crms arent designed to talk to one another, what they do is a convenience.

John Pickering

Group Marketing Manager at Accident Exchange Group Plc www.accidentexchange.com

Cristian Quinteros

Partner & Senior Salesforce Consultant at CRM Tutor Inc. crmtutor.com

I wanted to take this time to thank everyone for their help getting this done. I know we struggled throughout this project as we were learning each others processes.
Having said that, overall I've been happy with the overall effort and the end result from your team.
We would like to continue to work with you in the future for our other clients....we can leverage what we've learned from this project about each other to improve processes/setup/communication between our teams on future projects.

Jesse To

IT Consultant at Information Technology and Services

"I sent them a database and they put it into my system for me. It was very hands off, and painless."
Professional and easy to work with it. I would use this time and time again. I've done a lot of manual data migrations myself over the years, but times have evolved and it's best to go with someone who knows all the data mapping so nothing is missed. They focus on these products and are great!
Overall: Recovered lost data on a broken CRM system.

Cody Jones

IT Manager at GRC Solutions www.grcrisksolutions.com

"Difficult migration made easy"
Tailored assistance through a difficult mapping from Dynamics to Zoho CRM. They were able to deal with all mappings we threw at them.

Jorgen Schvaneveldt

Topjob Asphalt topjobasphalt.com

Certainly the best solution have used in decades. 100% automated data migration.

I was pleasantly surprised throughout the process.

Marcel Odiboh

Head, IT at CWG PLC cwg-plc.com

Philip Kramer

Salesforce implementation consultant nuageexperts.com

You guys did a good job, for a very reasonable price. Thanks!!

Ramsay Smith

VP Sales at Forticode www.forticode.com

No time to perform migration on your own?

Our techs will do everything for you!

Get Custom Migration Service

Try free demo migration with robust wizard!

No risk. No credit card. No tech skills required.

Start Free Demo Migration

Zoho CRM Migration