Data Migration
Migrating from Pipedrive to Zoho CRM
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 ...
Migrating from Highrise to Zoho CRM
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 ...
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 ...
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: To initiate the migration of your data from Bigin, you ...
Migrating Data Between Zoho CRM Accounts
Retrieve Data files from Zoho CRM 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 ...
Migrating from Salesforce to Zoho CRM
Data files from Salesforce 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 ...
Data Migration: An Introduction
The Data Migration wizard in Zoho CRM ensures that your data is migrated accurately and helps you reduce much of the manual work. It automatically maps import files to CRM modules and import file columns to Zoho CRM fields. In the case of modules ...
Migrating from Sugar CRM to Zoho CRM
Welcome to Zoho CRM! Migrating your data from Sugar CRM to Zoho CRM can be done seamlessly using our data migration feature. All you need is to have an export file from Sugar, ready to use. Click here to learn to export data from their CRM. Before ...
Migrating from Capsule to Zoho CRM
The migration process from Capsule to Zoho CRM relies on APIs and Instance URLs. To initiate the migration, simply input the API key. The entire migration occurs in the backend, and upon completion, you'll receive an email notification. You have the ...
Migrating from Bitrix to Zoho CRM
Migration from Bitrix to Zoho CRM is carried out using inbound webhook only. You can initiate the migration by entering the inbound webhook in the instance URL. The entire migration will take place in the backend and you will be sent an email ...
Popular Articles
Managing List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...
Migrating Data Between Zoho CRM Accounts
Retrieve Data files from Zoho CRM 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 ...
Setting up portals and inviting users
Portals in CRM are designed for the administrators to extend CRM access to their contacts, vendors or partners. A portal user can access the modules and some of the associated data that they have been given access to, such as products, invoices, and ...
Including Opt-in Checkbox in Web Forms for Consent
You may already have some Zoho CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be followed to include consent checkbox in a new ...
Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...