Page 28 - Getting Started Workbook for Admins

Getting Started Workbook for Admins

Migrating data to your Zoho CRM account

As a Zoho CRM administrator, you will be able to help your sales team migrate data to Zoho CRM from

other applications, back up data in case of data loss, and ensure quick transfer of data without any
data loss or duplication.

Zoho CRM provides you two options to import data from any source:

• Import data to individual modules in Zoho CRM
• Migrate data from other accounts to Zoho CRM

SCENARIO #1

Data migration from other CRM applications

Your organization is in talks with another organization for a potential merger deal to widen business
operations and generate more revenue. Once the merger is confirmed, you will need to transfer all
data to your Zoho CRM account from the existing system of the other company. Zoho CRM’s data

migration wizard allows you to migrate a large amount of data from other CRM applications.

To learn more about importing data, import checklists, and import limits,
https://www.zoho.com/crm/help/data-administration/import-data.html
https://www.zoho.com/crm/help/data-administration/import-data.html

Zoho CRM Resources 27