Zoho Migration Services
Move your customers, deals, accounts, tickets and history into Zoho without losing the links between them — mapped, cleaned, test-migrated and checked against the source before you switch.
Zoho migration
- Salesforce & HubSpot to Zoho CRMMigrate
- Tally & QuickBooks to Zoho BooksMigrate
- Helpdesk data to Zoho DeskMigrate
- Spreadsheets & legacy systemsMigrate
- Workflows & integrations rebuiltRebuild
Trial migration first, so nothing surprises you on go-live day.
What We Deliver
Zoho Migration Services
Data, history and processes moved into the right Zoho apps.
CRM Migration
Leads, contacts, accounts, deals and activity history moved into Zoho CRM with owners and relationships intact.
- Salesforce & HubSpot
- Pipedrive, Dynamics & others
- Custom modules & fields
Accounting Migration
Charts of accounts, contacts, items, opening balances and transactions moved into Zoho Books.
- Tally & QuickBooks
- Xero & spreadsheets
- Trial balance checks
Helpdesk Migration
Tickets, contacts and accounts moved into Zoho Desk, with agents and departments mapped.
- Zendesk & Freshdesk
- Tickets & conversations
- Agent & department mapping
Zoho One Consolidation
Several tools replaced by Zoho One apps in a planned order, sharing one customer record.
- Multi-app migration plan
- Shared customer records
- Phased cut-over
Spreadsheets & Legacy Data
Data extracted from spreadsheets, Access databases and older on-premise systems, then cleaned.
- Excel & CSV files
- Access & SQL databases
- Duplicate clean-up
Workflows & Integrations
The automations, reports and integrations from your old system rebuilt the Zoho way.
- Workflow & approval rules
- Reports & dashboards
- Store & ERP integrations
What Is Zoho Migration
Moving Data Is the Easy Part
Zoho migration is the process of moving records, history and business processes from another system into Zoho apps such as Zoho CRM, Zoho Books, Zoho Desk or the wider Zoho One suite. Zoho provides import tools for common sources, but the real work is mapping fields, cleaning duplicates, keeping the links between records and rebuilding automations. MageBytes plans and runs the migration, completes a trial run first, checks record counts and balances against the source system, and plans the cut-over so your teams keep working throughout.
Plan My Zoho MigrationRelationships kept
Contacts stay linked to accounts, deals, tickets, invoices and notes.
Validated, not just imported
Counts, totals and samples are checked against the source before sign-off.
Processes rebuilt
Your old automations are rebuilt in Zoho, not left behind.
How We Work
From Old System to Zoho
Every migration includes a full trial run before the final move.
- 1
Audit
We review your source systems, data volumes, custom fields, automations and integrations.
- 2
Map & Clean
Fields and records are mapped to Zoho, and duplicates and broken data are cleaned up.
- 3
Trial Migration
A full test migration runs into a sandbox or test account for your team to check.
- 4
Final Migration
The live move is timed around your business, with any changes made since the trial included.
- 5
Validate & Train
Counts and balances are reconciled, your team is trained, and we fix anything they find.
In Depth
Planning a Move to Zoho
Zoho's own tools, common source systems, and what we check before switching over.
- Zoho's own migration tools
- Salesforce and HubSpot to Zoho CRM
- Tally and QuickBooks to Zoho Books
- Spreadsheets and legacy systems
- What we check before switching over
Zoho's own migration tools
Zoho CRM has a built-in data migration feature. It imports CSV or ZIP exports from systems such as Salesforce and Microsoft Dynamics, and connects by API to sources including HubSpot, Pipedrive, Capsule, Insightly, Highrise, Bitrix and Bigin. Zoho Desk offers Zwitch for moving from Zendesk and Freshdesk, and Zoho Books documents step-by-step imports from Tally and QuickBooks.
These tools work well for standard data. We use them where they fit, and Zoho's APIs or our own scripts where your data needs transforming, de-duplicating or linking in ways the wizards don't handle.
Salesforce and HubSpot to Zoho CRM
Most CRM objects have a direct equivalent in Zoho CRM: accounts and companies become Accounts, opportunities become Deals, and tasks, events and calls become Activities. Users and roles are set up first so every record keeps the right owner. Custom objects become custom modules, and support tickets can move to Zoho Desk.
- Users & roles first
- Accounts, contacts & leads
- Opportunities to deals
- Tasks, events & notes
- Attachments
- Custom objects to custom modules
Tally and QuickBooks to Zoho Books
From Tally, the usual route is to export masters, vouchers and a trial balance, import the chart of accounts, contacts and items, enter opening balances as at the migration date, then import transactions in the right order. Zoho offers a QuickBooks Online migration tool in some regions; elsewhere, reports are exported and imported module by module.
We recommend switching at the start of a financial year or quarter and getting your accountant's sign-off on the trial balance before Books goes live.
Spreadsheets and legacy systems
Spreadsheets, Access databases and older on-premise systems have no ready-made import route. We extract the data through exports, database queries or APIs, clean it, standardise values such as picklists and countries, remove duplicates, and load it through Zoho's import tools or APIs.
If the old system ran a process no standard Zoho app covers, we rebuild it as a Zoho Creator app.
What we check before switching over
A migration isn't finished when the import completes. We compare the result with the source system and walk your team through samples before the old system is retired.
- Record counts per module
- Links between records
- Record owners
- Trial balance match
- Open deals & tickets
- Automations tested
More Zoho Services
Everything Zoho
Help with the Zoho apps you're moving to, and after go-live.
Zoho CRM
Zoho CRM setup, customisation, automation and integration.
Zoho CRMZoho Books
Accounting, invoicing and tax set up for your business.
Zoho BooksZoho One
The full Zoho suite, rolled out and connected.
Zoho OneZoho Desk
Help desk setup, ticket workflows and customer portals.
Zoho DeskZoho Creator
Low-code business apps, portals and automations.
Zoho CreatorZoho Support
Ongoing admin, fixes and improvements after go-live.
Zoho supportPlanning a move to Zoho?
Tell us what you use today and which Zoho apps you're moving to, and we'll scope the migration.
Got Questions?
Zoho Migration FAQs
Sources, history, timing and validation — answered.
Yes. We migrate accounts, contacts, leads, opportunities, activities, notes, attachments and custom objects from Salesforce into Zoho CRM, with owners and relationships preserved.
Yes. Zoho CRM can pull HubSpot data by API, and we handle the mapping, clean-up and anything the built-in tool doesn't cover, such as custom objects or tickets moving to Zoho Desk.
Yes. We migrate charts of accounts, contacts, items, opening balances and, where needed, transaction history, then reconcile the trial balance with your accountant.
Not if it's planned properly. We agree which history to migrate, such as notes, emails, closed deals or past invoices, and archive anything that doesn't need to move.
Yes. Your team works as normal during the trial run, and the final migration picks up any changes made since. We time the switch to keep disruption low.
It depends on the number of systems, data volume, data quality and how many automations need rebuilding. We give you a timeline after the audit.
Yes. We rebuild automations, approval rules, reports and integrations with your store, ERP and other tools in Zoho, so the new system works the way your team needs.