Migration to Zoho from Spreadsheets or Other Systems
Zirafah Zenith Teknologi provides migration from legacy systems to Zoho for businesses in Indonesia. Moving the data is the easy part. Moving the process is what determines success.
Who this is for
Companies moving from spreadsheets, another CRM, or accounting software to Zoho.
The problem this solves
A migration that only moves data produces a new system with old habits, including duplicates, unused fields, and manual processes carried straight over.
What we do
- Auditing the source data's structure and quality
- Mapping fields, objects and relationships to Zoho's structure
- Cleaning and deduplicating data before migration
- Staged migration with validation at each step
- Rebuilding automation rules in Zoho
- Reconstructing essential reports
- Migrating activity history where needed
- A parallel-run period before the old system is retired
What is not included
- Fixing data that was already incorrect in the source
- Migrating features with no equivalent in Zoho, flagged upfront
What affects cost
Data volume, number of objects, source data quality, and the number of automation rules to rebuild. Cost factors are detailed on the Pricing page.
Next steps
Before committing, we assess migration feasibility in writing, including anything that can't be moved.
Common questions about migrating to Zoho
Which systems can we migrate to Zoho from?
Spreadsheets, other CRMs, accounting software or in-house apps, as long as the data can be exported. We give a written assessment of what can and cannot be moved before any commitment.
Does old data need cleaning first?
Ideally, yes. Duplicates and inconsistent formats make the team distrust the new system from day one. Cleaning rules are agreed up front; see our guide to migrating from Excel.
How do you make sure no data is lost?
The migration is tested with a small sample first, then record counts and key totals are compared with the source after the full import. The source data is kept as an archive.
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