Migrating from Bigin to Zoho CRM

Migrating from Bigin to Zoho CRM

You can migrate your data from Bigin to Zoho CRM by uploading a data backup of your Bigin account into your Zoho CRM account. This involves only a few steps, as mentioned below.
Pre-requisites:
  1. To initiate the migration of your data from Bigin, you must log into Zoho CRM with the same user credentials.

 

To migrate data from Bigin
  1. Log into your Zoho CRM account.
  2. Go to Setup > Data Administration > Import.
  3. On the Data Migration page, click Bigin.

  4. On the next screen, select the organization in your Bigin account that you want to migrate.

  5. Click Migrate Now.
    You will be notified when the migration is complete via a pop-up and an email.

Once the migration is complete, the tool will display the list of modules transferred, the records added and skipped, and the total number of records processed from those modules.

Upon clicking the number of records added and skipped or the total number of records, a pop-up will show the details related to the records—for example, the record ID, Bigin pipeline owner ID, etc.

 

Notes:

  1. The modules supported under this migration are as follows:
    Accounts, Attachments, Calls, Deals, Contacts, Notes, Events, Photos, Tasks, and Users.
  2. Modules and fields are mapped by default and cannot be modified. If a user wants to change the mapping, they will have to export data manually and migrate it using the backup file under "Other CRM".

 


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