Zoho CRM Data Migration & Conversion

Zoho CRM Data Import, Migration & Conversion Services 

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Zoho CRM Data Migration and Zoho CRM Data Conversion

Our group is very proficient at converting data from existing legacy CRM systems into Zoho CRM.  Zoho CRM Data migration/conversion phases consist of design, extraction, cleansing, loading and final verification.  We take a consultative approach to developing and successfully delivering a custom / tailored Zoho CRM data migration/conversion strategy that will fit your requirements.  Every Zoho CRM implementation is unique and templated (cookie cutter) data conversions usually are not very successful. 

Zoho CRM data conversions start with extracting data from your legacy systems.  We are very experienced at exporting data from systems for example: QuickBooks, PeachTree, ACT, Goldmine, DOS based, Unix Based, and multiple other window based CRM, ERP and Accounting solutions.  Before importing into Zoho CRM, the legacy data needs to be cleansed, scrubbed, de-duplicated and properly formatted, which will improve the quality, eliminate redundant or obsolete information and match the requirements of the new solution.  After the final data Zoho CRM migration we conduct a thorough data verification process to determine that the data was accurately translated and is complete.

  • Migrate master, open and historical records into Zoho CRM.  (Examples: Leads, prospects, customers, items,  sales history, accounts receivable, accounts payable, sales orders, etc..)
  • Very proficient in using Excel for scrubbing and formatting data utilizing formulas like Vlookups, transpose, concatenations, filters and multiple other functions.
  • Utilize multiple data migration/conversion tools like CSV Imports, Web Services, Boomi and Scribe for Zoho CRM.
  • Also have the experience and expertise to build custom developed integrations for Zoho CRM.

 We make Zoho CRM implementations EASY!

“When business software is setup correctly, people fully understand the capabilities and possible uses, and are adequately trained. Business software should improve your company’s productivity and provide strong information reporting structure.”

Zoho CRM Services Include: Zoho CRM Data Migration, Zoho CRM Data Conversion, Zoho CRM CSV Imports, Zoho CRM Web Services, Zoho CRM SuiteTalk, Zoho CRM Java Script, Zoho CRM SuiteScript, Zoho CRM Custom Integrations, Zoho CRM Customization, Zoho CRM Consulting and Zoho CRM Implementation.

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