Migrating from Insightly to Zoho CRM

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

Get API Token from Insightly

To get API token

  1. Log in to your Insightly account.
  2. Click the account profile icon and then go to User Settings.
  3. In the User Settings page, under API key, copy the API token.

Migrate data from Insightly

To migrate data from Insightly

  1. Go to Setup > Data Administration > Import.
  2. In the Data Migration page, do the following:
    • Choose Insightly 
    • Enter the API Token.
      The instance URL will be auto-populated.
    • Click Migrate Now.
      You will be notified when the migration is complete via a pop-up and an email.
For your kind reference: The following table lists the supported Zoho modules and fields equivalent to that of Insightly's modules and fields. Refer this table as you migrate to achieve a successful, error-free migration. 

Notes: Zoho CRM does not support custom modules in API migrations.
Insightly ModulesZoho ModulesInsightly FieldsZoho Modules
OrganizationsAccountsOrganization NameAccount Name
DescriptionDescription
Tag ListTag
Shipping StreetShipping Street
Shipping CityShipping City
Shipping StateShipping State
Shipping CountryShipping Country
Shipping Postal CodeShipping Code
Billing StreetBilling Street
Billing StateBilling State
Billing CityBilling City
Billing CountryBilling Country
Billing Postal CodeBilling Code
PhonePhone
FaxFax
WebsiteWebsite
LinkedInLinkedIn*
FacebookFacebook*
TwitterTwitter*
Organization OwnerOwner
Organization OwnerCreated By
Organization OwnerModified By
Organization CreatedCreated Time
(DATE_UPDATED_UTC)Modified By
ContactContactsFirst NameFirst Name
Last NameLast Name
PrefixSalutation
DescriptionDescription
EmailEmail
MobileMobile
PhonePhone
Home PhoneHome Phone
Other PhoneOther Phone
Assistant PhoneAsst Phone
Assistant NameAssistant
FaxFax
Mailing StreetMailing Street
Mailing CityMailing City
Mailing StateMailing State
Mailing CountryMailing Country
Mailing Postal CodeMailing Code
Other StreetOther Street
Other CityOther City
Other StateOther State
Other CountryOther Country
Other Postal CodeOther Code
LinkedInLinkedIn*
FacebookFacebook*
TwitterTwitter*
Contact OwnerOwner
Contact OwnerCreated By
Contact OwnerModified By
Contact CreatedCreated Time
(DATE_UPDATED_UTC)Modified By
(DATE_UPDATED_UTC)Last Activity Time
LeadsLeadsFirst NameFirst Name
Last NameLast Name
PrefixSalutation
Organization NameCompany
Email AddressEmail
DescriptionDescription
WebsiteWebsite
PhonePhone
MobileMobile
FaxFax
TitleTitle
Number of EmployeesNo. of Employees
Lead SourceLead Source
StreetStreet
CityCity
StateState
Postal CodeZip Code
CountryCountry
Lead StatusLead Status
Lead RatingLead Rating *
User ResponsibleOwner
Lead OwnerCreated By
Lead CreatedCreated Time
(DATE_UPDATED_UTC)Modified Time

EventsEventsTitleEvent Title
LocationVenue
All DayAll Day
Start DateStart Date
End DateEnd Date
Contact / LeadWho Id
Organization/OpportunityWhat Id
DescriptionDescription
Event OwnerOwner
Event OwnerCreated By
Event OwnerModified By
Event CreatedCreated Time
(DATE_UPDATED_UTC)Modified Time
OpportunitiesDealsOpportunity NameDeal Name
DescriptionDescription
Opportunity ValueValue
Probability of WiningProbability
Actual Close Date/ Forecast Close Date/Updated DateClosing Date
Current State / Stage (Decided Algorithimically)Stage
OrganizationAccount Name
Bid CurrencyCurrency
CategoryDeal Category
Bid AmountBid Amount*
Bid DurationBid Duration*
Bid TypeBid Type*
Opportunity OwnerOwner
Opportunity OwnerCreated By
Opportunity OwnerModified By
Opportunity CreatedCreated Time
(DATE_UPDATED_UTC)Modified Time

TaskTasksStatusStatus
DescriptionDescription
Date DueDue Date
PriorityPriority
(Completed Date)Closed Time
Task NameTitle
Contact/LeadWho Id
Organization/OpportunityWhatId
CategoryCategory*
Task OwnerOwner
Task OwnerCreated By
Task OwnerModified By
CreatedCreated Time
Last UpdatedModified Time
ProgressComplete*
UsersUsersFirst NameFirst Name
Last NameLast Name
Email AddressEmail

Check Data Accuracy

After the data is migrated you will be notified through an email. Kindly check if the files are imported correctly into the Zoho CRM account by visiting the Import History (Setup > Data Administration > Import > Import History). Read more about Import history.

If you are not satisfied with the import or field mapping results, you can delete the imported records and re-import. 

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