A Step-by-Step Guide to Migrating Salesforce Data to Zoho CRM

1. Preparing the Data for Migration

Before starting the migration process, you need to prepare your Salesforce data for export and format it correctly for Zoho CRM.

• Export Data from Salesforce: Export the required data from Salesforce, including leads, opportunities, products, projects, contacts, and other core modules.

• Save Data as “Attachments”: When exporting the data, save it in a folder named “Attachments”. The folder should only contain the required CSV files such as Lead.csv, Project.csv, Opportunity.csv, and so on. Ensure that the ZIP file does not contain any other folders within it.

  

  

• Create a Clean ZIP File: Zip the “Attachments” folder with the relevant CSV files. This ZIP file is ready for uploading into Zoho CRM.

2. Navigating to Zoho CRM for Import

Once your data is ready in the appropriate format, you can begin the import process in Zoho CRM:

1. Access CRM Settings: Log in to your Zoho CRM account and navigate to the CRM Settings.

   

2. Import Data: Under “Data Administration,” select the “Import” option. From here, choose “Salesforce” as the source from which you will migrate the data.

   

   

3. Upload the ZIP File: Upload the prepared ZIP file that contains your “Attachments” folder with the CSV files.

   

3. Mapping Salesforce Data to Zoho CRM Modules

After uploading the file, the next critical step is to map Salesforce modules to the equivalent modules in Zoho CRM. 

• Field Mapping: Map the individual fields within each module. For instance, map the fields for “Lead” in Salesforce to “Lead” in Zoho CRM. Make sure that the data types (e.g., text, number, date) are properly selected for each field. For testing purposes, you can map a few fields to verify the process.

  

4. Data Migration Process

Once you have mapped the modules and fields, you are ready to start the migration.

• Save Changes: After reviewing and completing the field mappings, save the changes to proceed with the migration.

• Click on Migrate: Click the “Start Migration” button to initiate the transfer of data from Salesforce to Zoho CRM. Zoho CRM will automatically handle the data migration for the modules and fields you’ve mapped.

  

• Post-Migration Updates: After the initial migration, if any data fields need to be adjusted, you can always edit the field mappings and re-migrate the data as needed.

5. Handling Attachments and Documents

While Zoho CRM supports the migration of attachments, documents, and notes, these need to be handled separately due to their dependencies.

Attachments and Documents:

• Attachments and documents cannot be included in the main ZIP file. They must be uploaded separately after migrating the main data.
• Create a separate ZIP file for your attachments or documents and upload them only after the primary modules have been imported into Zoho CRM.

Notes Migration:

• Similarly, Notes can be migrated from Salesforce to Zoho CRM, but the Notes.csv file should be imported separately. Since Notes are linked to modules such as Deals or Accounts, import the parent module first, and then proceed with the Notes migration.

File Size Limitation:

• • Ensure that the total number of files in your ZIP folder does not exceed 200 files. This limit is necessary to ensure successful migration.

6. Finalizing the Migration

Once the migration is complete, verify that the data has been accurately transferred. Check key modules and ensure the fields and attachments are in place. If necessary, tweak the mappings or perform a second migration to correct any discrepancies.