Zoho Inventory

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Migration Methodology!

This guide aims to help you bring in your existing data and save you the time and effort that may be used to record them and avoid double entries. You may have used some other order management platform before or you may have them in an excel sheet. No matter the method, we will help you smoothen the transition from your old system to Zoho Inventory.

Lets take a look at what you need and how to go about this.

Page Layout:


Prerequisites

To import your existing data into Zoho Inventory:


Overview of Modules

Let’s see an overview of the modules that you can import and export:

Note: LHS - Left Hand Sidebar The method is simple and similar for all modules.


Getting your files ready


Sample Files

Here you can download our sample files in .CSV format for every module that can be migrated. You can also find them in their respective import pages in your Zoho Inventory.


Importing Data

The import sequence for any module has 3 main steps: File selection and configuration -> Mapping fields -> Previewing the data before import

Note: Here we have taken the contacts module as the sample for the screen shots. The import mechanisms are very similar for all modules.

General Steps:

screen shot of the menu icon in a sample page

a sample import page

a sample mapping fields page

a sample preview page


Exporting Data

The export sequence has only 1 step.

Note: Here we have taken the contacts module as the sample for the screen shots. The export mechanisms are the same for all modules.

General Steps:

screen shot of a sample menu - export drop down

sample export pop up


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