Zoho Authorised Partner · India
Zoho Migration Services — from Salesforce, HubSpot, Tally & More
Locked into an expensive legacy platform? We migrate your data to Zoho with full field mapping, test runs, and zero downtime — so your team hits the ground running from day one.
Why businesses need this
Recognise any of these?
Current platform is too expensive
Salesforce and HubSpot Enterprise licences cost 5 to 10x more per user than Zoho — with equivalent functionality. The ROI case for migration is clear, but the risk of data loss holds businesses back.
Critical data trapped in a legacy system
Years of customer history, deal records, and interactions are locked in a platform your team wants to leave — but are afraid to migrate for fear of losing it.
Manual re-entry is not an option at scale
With thousands of contacts, deals, and transactions, manually re-entering data into Zoho is not feasible — automated migration with field mapping is the only reliable path.
Fear of downtime during migration
Businesses cannot afford to go dark during a CRM or finance system migration. A structured parallel-run approach is essential to ensure business continuity throughout.
What we do
Our service breakdown
Data Audit & Field Mapping
We audit your source system data, map every field to its Zoho equivalent, and document gaps where custom fields need to be created.
Test Migration & Validation
A full test migration runs first so you can validate data accuracy, relationships, and field mappings before the final cutover.
Full Data Migration
Complete production migration with all records, attachments, activities, notes, and relationships preserved.
Post-Migration Validation
Record counts, key data points, and relationship integrity validated in Zoho against the source system after migration.
Zoho Configuration & Customisation
Beyond raw data migration, we configure Zoho to replicate and improve upon your existing workflows, pipelines, and automations.
Parallel Run & Cutover Support
We support a parallel running period where both systems are live, and then manage the final cutover and source system decommission.
How we work
Our implementation process
- 1
Step 1 — Source System Audit
We analyse your current platform's data model, record volumes, custom fields, and relationships to plan the migration.
- 2
Step 2 — Field Mapping Document
A detailed field-by-field mapping document is created and reviewed with your team before any migration begins.
- 3
Step 3 — Test Migration
A full test migration runs on a Zoho sandbox so you can review and approve data accuracy before the production run.
- 4
Step 4 — Production Migration
Final migration executed during a low-traffic window with your team standing by for immediate validation.
- 5
Step 5 — Validation & Go-Live
Record counts and key data verified, source system decommissioned, and team trained on the new Zoho platform.
Sector expertise
Industries we serve
From Salesforce
Leads, contacts, accounts, opportunities, activities, custom objects, and attachments migrated to Zoho CRM.
From HubSpot
Contacts, companies, deals, emails, notes, and marketing lists migrated to Zoho CRM and Campaigns.
From Tally
Chart of accounts, opening balances, invoices, vendor bills, and contacts migrated to Zoho Books.
From Microsoft Dynamics
Full entity and relationship migration from Dynamics 365 to Zoho CRM with custom field mapping.
From Pipedrive
Deals, contacts, organisations, activities, and pipeline stages migrated to Zoho CRM.
From Sugar CRM
All modules, custom fields, relationships, and history migrated to Zoho CRM.
From Excel & Google Sheets
Structured data cleaned, deduplicated, and imported with full field mapping into any Zoho app.
From Other Accounting Tools
QuickBooks, Busy, Marg, and other accounting platforms migrated to Zoho Books with compliance-ready setup.
Why choose us
Why Zovett
Test Migration First, Always
We never run a production migration without a test migration reviewed and approved by your team — no surprises on cutover day.
Field Mapping Expertise
Our consultants know Zoho's data model deeply and map complex source objects accurately — including custom fields, picklist values, and relationship types.
Zero-Downtime Migration Planning
We design migration plans that allow parallel running — your old system stays live until your team is fully confident in Zoho.
Configuration Included
We don't just move your data — we configure Zoho to match and improve upon your existing workflows so you're not just on a new platform but on a better one.
FAQ
Frequently asked questions
Can you migrate from Salesforce to Zoho CRM without data loss?
Yes. We use Salesforce's data export tools combined with Zoho's import APIs to migrate all standard and custom objects, relationships, activities, and attachments with full validation.
How long does a CRM migration take?
A Salesforce or HubSpot to Zoho CRM migration typically takes 3 to 6 weeks depending on data volume, number of custom objects, and complexity of relationships.
Can you migrate from Tally to Zoho Books?
Yes. We export chart of accounts, opening balances, pending invoices, and vendor bills from Tally ERP 9 or Prime and import them into Zoho Books with GST-compliant field mapping.
Will historical activity data and email history be migrated?
For CRM migrations, we migrate logged calls, meetings, emails, tasks, and notes. The completeness depends on what the source system exports — we document any limitations upfront.
Is there downtime during the migration?
We plan migrations to minimise downtime. For large migrations, we use a parallel running period where both systems are live, transitioning users to Zoho before decommissioning the old system.
Do you provide post-migration support?
Yes. All migrations include a validation period and 3-month hypercare support. We also offer ongoing Zoho configuration support after migration is complete.
Free consultation
Get a Free Migration Assessment
No commitment · We respond within 24 hours · 750+ businesses trust Zovett