Back

How can I migrate my previous donation records into Zoho ERP?

You can migrate your donation records in bulk using the Import Donations feature in Zoho ERP. Donations can be uploaded using CSV, TSV, or XLS files by mapping the required fields during the import process. You can choose to auto-generate donation numbers based on Zoho ERP settings or retain your existing numbering system. This helps you bring all previous donation data into Zoho ERP accurately, saving time and ensuring continuity in donation tracking and reporting.