Supported Modules

You can migrate the following supported modules to Zoho CRM from another CRM account:

Migrate data from Zoho CRM or another CRM

To migrate data

1. Log in to Zoho CRM with an account which has Administrator privileges.
2. Go to Setup > Data Administration > Import.
3. In theData Migration page, choose Zoho CRM or Other CRM.
4. In the pop-up, browse and upload the files.
   You can select multiple files or upload a zip file to migrate data into more than one module.
5. Click Next.
   Zoho CRM automatically reads you files and maps the data to the correct modules and fields.
6. You can do the following in the Module-File Mapping section:
   • View the mapped and unmapped modules separately.
     
   • Click on a file and see which module it is mapped to.
   • View the mapped, unmapped and unsupported files separately.
   • Click the Discard Migration link to start again.
     If custom modules were automatically created during migration, they will not be deleted. Only the data added to these modules will be deleted.
     
7. Click on a module to view the files that have been mapped to it.
   
   You can also select from the Unmapped files and associate them. Multiple files can be mapped.
   You can also create a new module and map the appropriate file.
   
   To create a new module, do the following:
   
   1. Click Create New Module.
      
      
   2. Enter the module name and click Next.
      
   3. Select the file to be mapped with this module and click Save.
      
   4. Click Next.
      The mapped modules will be listed where you can map the fields for each module.
8. In the Field Mapping tab, make sure that you map all the mandatory fields for each module.
   The field names that you specified in the CSV file will be available in the drop down lists.
   
   
9. Click Create New Fields if you want to add new fields and insert data into them during the migration.
   You have the option to create a maximum of 50 fields during the migration. This limit is inclusive of the overall limit for custom fields in your Zoho CRM edition. (Skip to step 12 if you do not want to create fields)
   
   
10. In the Create Custom Fields pop-up, do the following:
    • Modify the field labels, if required.
      All the fields from the import file that were not mapped for migration because they are not available in Zoho CRM will be listed with their column numbers from the import file.
      
    • Select the Field Type from the drop-down list.
      Autonumber and Formula are not available. You cannot create these fields during migration.
    • Click Create.
      The field will be created and mapped to the columns in the import file.
    • Click Close and continue the migration process.
11. Click Mapped Fields and Unmapped Fields to view the columns that are mapped and not mapped respectively with the fields in Zoho CRM. 
    
12. Click the Reset Mapping  link to start mapping from scratch. 
    
    Any mapping you have done so far will be removed and you can start over. 
    
13. Click the Auto Map link to let CRM map the import columns with matching fields. 
    
    The system will identify columns that match the CRM fields and map them automatically. 
    
    
    
14. Hover over the field and enter the field values in the Replace Empty Values text box.
    Sometimes the field in an import file doesn't have a value, in case that field is marked mandatory in CRM, the record will not be imported because of absence of value. To avoid such situations, you can mention an alternate value that will replace the empty field. 
    For example, you have mapped the Last Name field from the file with the Last Name field in the Leads module, which is mandatory. So without the field value, the record will be skipped during the import process. To avoid that, you can specify the value that should replace the empty Last Name field. 
    
15. Hover over the field and click the Add (+) icon next to the field name and map multiple fields in CRM with a single field from the file.
    For example, if the Billing Address and the Shipping Address are same you can map both these CRM fields to the appropriate fields from the file.
    
16. Click the Assign Default Values tab and select the CRM Fields with the appropriate Default field values. 
    Once the values are specified, all the records will have the field value that you have specified by default. For example, you are importing a set of records to the Leads module and the Lead Source is common for all the records. The appropriate value for the lead source can be chosen here so that all the records will have the specified field value by default.
    
17. Click Save and Next.
    
18. In the Review page, check the Field Mapping Status and the Pre Migration Status for Each Module.
19. Click StartMigration to initiate data migration.
    You can still click Edit Mapping and Re-run Migration while the migration is running.

Note

• Tags can be migrated from your file into CRM.
  • If a record has more than 10 tags, only the first ten tags will be migrated.
  • Each tag can have a maximum of 25 characters.
• The data migration process will be paused if more than 5,000 records in a module are skipped during migration. You will have the option to discard the migration or continue. Zoho CRM will also inform you for each module if more than 5,000 records are skipped.
• You can undo the data migration from Import History. See Also Import History

Migrate data from Zoho ContactManager

To migrate data from Zoho ContactManager

1. Go to Setup > Data Administration > Import.
2. In the Data Migration page, do the following:
   • Choose Zoho ContactManager.
   • Click Migrate Now.
     You will be notified through a pop-up and email, when the migration is complete.

Migrate data from Microsoft Dynamics CRM

Zoho CRM supports only .CSV file format for migration of data. However, the export data from Microsoft Dynamics CRM is in .BAK format. To convert this data into .CSV, you can get in touch with the support team by raising a request, who will then provide you the data in .CSV file format. Now you can migrate your data into Zoho CRM.

To migrate data from Microsoft Dynamics CRM

1. Go to Setup > Data Administration > Import.
2. In the Data Migration page, do the following:
   • Choose Mirosoft Dynamics CRM.
   • Click Contact our experts now, to submit your request for converting the file into .CSV.
   • In the Submit your request popup do the following:
     • Enter the Phone Number with country code.
     • Select the Number of users from the drop-down list.
     • Enter a Description and click Submit.
       
3. Once you get the .CSV file, browse and upload the files.
   You can select multiple files or upload a zip file to migrate data into more than one module.
   Follow from Step 5 in Migrate Data from Zoho CRM or other CRM section to migrate from Mycrosoft Dynamics CRM to Zoho CRM.

Migrate data from Pipedrive, Highrise, Insightly or Hubspot

Data from Pipedrive, Highrise or Insightly can be migrated  a maximum of three times only. Their APIs and Instance URL are used during the migration.

To migrate data from Pipedrive, Highrise, Insightly or Hubspot

1. Go to Setup > Data Administration > Import.
2. In the Data Migration page, do the following:
   • Choose Pipedrive, Highrise, Insightly or Hubspot.
   • Enter the Instance URL and the API Token.
     Note that you need to enter the instance URL only if you are migrating data from Highrise. For Pipedrive and Insightly, the instance URL is already added.
   • Click Migrate Now.
     You will be notified when the migration is complete via a pop-up and an email.

Get API Token for Pipedrive, Highrise, Insightly or Hubspot

To get API token from Pipedrive

1. Log in to your Pipedrive account.
2. Click the account profile icon and then go to Settings.
3. In the User Settings page, click Personal > API.
4. Copy your personal API token.
   

To get API token for Insightly

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.
   

To get API token and Instance URL for Highrise

1. Log in to your Highrise account.
2. Copy the Instance URL from the browser.
   It will be in this format: https://sample.highrisehq.com/
3. Click Accounts & settings > My Info > Integrations.
4. Under Authentication token, copy the API token.
   

To get API token for HubSpot CRM

1. Log into your HubSpot account.

2. Click Account Name on the top right corner and select Integrations.

3. Click API Key.

4. Click Generate API key, if you have never generated an API key.
   

5. Click Copy. 
   
   

If you have already generated, click Show key and Copy.

Check for Data Accuracy

After importing each file, check that the data imported correctly. For example, after importing users in Zoho CRM, go to Setup > Users & Permissions > Users to check that all the users have been imported. Follow the same steps for Leads, Accounts, Contacts, etc. If the data is not imported properly or the fields were incorrectly mapped, you can delete the imported records and reimport.