Migrating from Salesforce

Migrating from Salesforce

If you are moving from your Salesforce account, you can follow the steps mentioned in this document to successfully migrate you data.

Data files from Salesforce

The Zip file that you upload should have all the files in CSV format and one folder named Attachments. This folder will contain the source files used as attachments in Salesforce records. One of the CSV files will list the record and attachment mappings. This will be used to retain the records' association with the attachment files.

You may have created custom modules in Salesforce. Data from these modules will be available in files with an"_c" suffix to the file name. For example: registrations_c.csv

All your data should be in the format mentioned above. While saving the data backup in your local drive, you may extract the files to check and compress it again later. This may sometimes create additional folders within which your main files might be located. In the zip folder, if there are any of these extra folders, uploading your file may fail.

Modules Mapping

Following are the supported modules that you can migrate from Salesforce to Zoho CRM.

  • Users
  • Leads
  • Accounts
  • Contacts
  • Deals
  • Campaigns  
  • Notes
  • Activities (Tasks, Events, Calls) 
  • Attachments  
  • Competitor
  • Cases
  • Solutions
  • Products
  • Quotes
  • Sales Orders
  • Invoices
  • Purchase Orders
  • Vendors
  • Price Books

Migrate data

To migrate data

  1. Log in to Zoho CRM with Administrator privileges.
  2. Click (the Settings icon) > Setup > Data Administration > Import.
  3. In the Data Migration page, choose Salesforce.
  4. In the pop-up, browse and upload the files.
    You can select multiple files or upload a zip file to migrate data into various modules.
  5. Click Next.
    Here, Zoho CRM automatically reads you files and maps the data to the matching modules and fields.
  6. You can do the following in the Module-File Mapping section:
    • View the mapped and unmapped modules separately.
    • Click on a file and find out to which module it has been mapped.
    • View the mapped, unmapped and unsupported files separately.
    • Click the DiscardMigration link to start afresh.
  7. Click on a module to view the files that have been mapped to it.
    You can also select from the Unmappedfiles and associate them. Multiple files can be mapped.
  8. Click Next.
    The mapped modules will be listed where you can map the fields for each module.
  9. In the Map Fields section, make sure that you map all the mandatory fields.
    The field names that you had mentioned in the CSV file will be available in the drop down lists.
  10. Click CreateCustom Fields if you want to add new fields during the migration and add data to them. (Skip to step 12 if you do not want to create fields)
    The number of fields that you can create depends on your Zoho CRM Edition.
  11. In the Create Custom Fields  pop-up, do the following:
    • Modify the field labels, if required.
      All the fields that are not available in Zoho CRM and not mapped for migration will be listed, along with the column numbers in the import file.
    • Select the FieldType from the drop-down list.
      Autonumber and Formula will not be listed. You cannot create these fields during migration.
    • Click Create.
      The field will be created and mapped to the columns in the import file.
    • Click Close to go to the migration page and continue the migration process.
  12. Click Save and Next.
  13. In the Review page, check the Field Mapping Status and the Module-wise Pre Migration Status.
  14. Click StartMigration to initiate data migration.
    After the migration in initiated, you can still click EditMapping and re-run Migration.

Note

  • During the migration, if more than 5000 records in a module are skipped, then data migration will be paused. You will have the option to discard the migration or continue with it. Similarly, for every module, Zoho CRM will inform you if more than 5000 records are skipped.
  • If you are not satisfied with the data migration you can always undo it from Import History. See Also Import History

Check for Data Accuracy

After importing each file, check the data that is imported. For example, after importing the users in Zoho CRM, click Setup > Users & Permissions > Users to check if all the users are imported. Follow the same steps for Leads, Accounts, Contacts, etc. If you think the data is not imported properly or the fields have been wrongly mapped, you can delete the imported records and import them again. See Also Import History

In case you are stuck in any of the steps above, please feel free to contact us at support@zohocrm.com or if you would like us to do the migration, please fill in the form http://www.zoho.com/crm/zwitch.html  and one of our representatives will contact you shortly.

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