WHAT’S INCLUDED
Everything you need, delivered end to end.
Source analysisWe review your current data before moving anything.
Field mappingEvery field mapped and agreed with your team.
Cleansing and de-duplicationDuplicates merged and gaps fixed on the way in.
History and attachmentsNotes, emails, files and transaction history carried over.
Trial migrationA test load your team checks before the final run.
ReconciliationCounts and balances matched to the source.
HOW WE DELIVER
A clear path, phase by phase.
Every phase ends with something you can see, test and sign off.
1AuditSource data
2MapFields and rules
3TrialTest load and checks
4Cut overFinal load, reconciled
ZOHO APPS WE COVER
Built on the Zoho suite.
Zoho CRMZoho BooksZoho InventoryZoho PeopleZoho Desk
FAQS
Questions we often hear.
Which systems can you migrate from?
Common sources include Tally, Salesforce, Excel and other CRMs or ERPs. We confirm the approach after a source review.
Will our historical transactions come across?
Yes, to the depth agreed in scope, with balances reconciled.
How do we avoid downtime?
We plan a cut-over window and run a trial migration first.
RELATED SERVICES
Often delivered together.
BUILD & INTEGRATECustom Applications →Bespoke applications on Zoho Creator and Zoho Catalyst for the processes no standard product covers, with role-based access, mobile apps and integrations.BUILD & INTEGRATEZoho Extensions Development →Custom Zoho extensions, widgets and Zoho Marketplace apps that extend Zoho CRM, Desk and Books where the standard modules stop.BUILD & INTEGRATEIntegrations →Zoho connected to the systems you already run, including SAP, Oracle, Microsoft Dynamics 365 Business Central, Tally and payment gateways, with production-grade, two-way sync.