Zoho : Migration of data from one account to another in zoho crm

Feb 18 2015

Migrating data from one Zoho crm account to other zoho crm account:

Supported modules: These are the supported module that can migrate from one account to other
      1. Users 
      2. Leads 
      3. Accounts
      4. Contacts
      5. Potentials
      6. Products
      7. Events
      8. Attachments
      9. Notes
      10. Calls
Import Sequence:  This is the sequence for importing data from one account to another Leads => Account => Vendor => Contact => Potential => Product => Quotes => Invoices => Task => Events => Calls => Notes => Attachment

Note:- Quotes and Invoices can not directly imported.

Prerequisites: Before migrating data into Zoho CRM, please go through the following details

1.  Add account- Create two accounts in your Zoho CRM 2. File format - All the files to be imported should be in CSV format. Any other format is not supported. 3. Date and Time format - The Date in the import file must be in yyyy-MM-dd format. 4. Update Mandatory Fields - Import file, we must have data for all the mandatory fields in Zoho CRM     Migrate Data Follow the steps given below which assist you in migrating your data Step 1.  Log in to Zoho CRM with Administrator privileges Step 2. Click Setup > Data Administration > Migrate from Other CRM. Step 3. In the Data Migration Wizard page, select the module that you want to import Capture Note: You need to import the records in the same sequence as it is listed in the drop-down.   Step 4. Click Next. Step 5. In the Migrate Users page, browse and select the import file. Capture1 Step 6. Click Next     Capture2 Step 7. In the Map Fields section, make sure that you map all the mandatory fields. The field names that you would mention in the CSV file should be available in the drop down lists.   Step 8. Click Create Custom Fields if you want to add new fields during the migration and add data to them   Step 9. In the Create Custom Fields pop-up, do the following: Capture2 All the fields that are not available in Zoho CRM and not mapped for migration will be listed, along with the column numbers in the import file.   Select the Field Type from the drop-down list. Auto number and Formula will not be listed. 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 to go to the migration page and continue the migration process. &nbsp ; Step 10. Click Next to Import records. When the migration is complete an email is sent to the user (administrator) who imported the records. In the same way we can migrate Account Data, Vendor Data, Contact data, Potential Data and Product data.   Important Note: While migrating quotes and invoices data from one account to other, we could not directly migrate. For this purpose we use some API to migrate quotes and invoices data from one account to other. Migrate Quotes/Invoices data: We can migrate quotes/invoices data through API. With  API(API written in any language) we can easily push or pull data into or from Zoho crm accounts and corresponding modules. API allows you to: Add record into Quotes in Zoho Crm Modify record in the Quotes of  Zoho Crm Challenges faced while migrating quotes/Invoices data from one account to other: 1. While migrating quotes/invoices data from one account to other the inline item field(i.e Product details) is blank We handled this challenge with the help of API. 2. While migrating quotes/invoices data from one account to other, If API disconnected in the middle We handled this challenge with the help of logging. 3. While migrating quotes/invoices data from one account to other, data doesn’t migrated from 1st account into 2nd. We handled this challenge with the help of logging. 4. Notes/Comments/Activity data from one account to other We handled this challenge with the help API and DataBase. 5. While migrating records of quotes/invoices module from one account to other in zoho crm Attachment in a quote is unavailable This is handled by API and store old and new attachment id for error handling.