CRM and sales data
From spreadsheets or another CRM into Zoho CRM.
- Contacts, companies and leads
- Deals, stages and owners
- Notes, activities and attachments
- Relationships between records kept intact
Data migration · Nairobi
Data Migration to Zoho & Cloud Systems
Get 200 moves your business data from spreadsheets, legacy software and other platforms into Zoho and other cloud systems, with every field mapped, cleaned, tested and checked before you switch over.
- Field-by-field mapping
- Test migration first
- Record counts reconciled
- Fixed quote before work starts
Case study · Stratostaff EA
Bullhorn to Zoho Recruit, with zero data loss
Stratostaff EA, a recruitment firm, needed to move its entire recruitment history from Bullhorn to Zoho Recruit. We mapped Bullhorn's records to Zoho Recruit and migrated the full history and its documents, with no records lost along the way.
- records migrated in one project
- 56,000records migrated in one project
- of data moved
- 118GBof data moved
- records lost
- 0records lost
What we migrate
Records, history, relationships and files, so your team can pick up exactly where they left off.
Accounting data
Opening balances and history into Zoho Books.
- Customers, vendors and items
- Opening balances
- Open invoices and bills
- Ready for KRA eTIMS from day one
Recruitment data
From Bullhorn and other ATS tools into Zoho Recruit.
- Candidates and CVs
- Job openings and clients
- Placements and pipeline history
- Documents and attachments
Email and files
Mailboxes and shared files onto your own domain.
- Mailbox migration to Zoho Mail or Google Workspace
- Domain verification and DNS setup
- Shared files into Zoho WorkDrive or Google Drive
- Folder permissions recreated
Custom and legacy systems
From in-house databases and old software into a new system.
- Export from databases, CSVs or APIs
- Data reshaped to fit the new structure
- Duplicate and inconsistent records cleaned
- Integrations reconnected after the move
How we keep your data safe
- 1
Audit and export
We review what data you have, where it lives and its quality, then export everything safely.
- 2
Field mapping
Every field and relationship is mapped to the new system, and you approve the mapping before we move anything.
- 3
Cleaning
Duplicates are merged, phone numbers and dates standardised, and incomplete records flagged for you.
- 4
Test migration
A sample is migrated first so your team can check it in the new system and we can fix any gaps.
- 5
Full migration and checks
The full migration runs, record counts are reconciled against the source, and we plan the switch-over with your team.
Migrating as part of a bigger change?
Most migrations happen alongside a new system. We handle both, so the data lands in a setup that is already configured for your process. See Zoho implementation and custom software.
Data migration FAQs
Will we lose any data during the migration?
We migrate a test sample first, then reconcile record counts between the old and new systems after the full migration so nothing is missed. For Stratostaff EA we moved 56,000 records and 118GB of data from Bullhorn to Zoho Recruit with zero data loss.
Can you migrate our data from Excel or Google Sheets?
Yes. Spreadsheets are the most common starting point. We clean and structure the data, then import it into Zoho CRM, Zoho Books or your new system with the right fields and relationships.
Can you migrate attachments and files as well as records?
Yes. Documents, CVs and attachments can be moved with the records they belong to, and shared files can be moved into Zoho WorkDrive or Google Drive.
Can you move our email to Zoho Mail or Google Workspace?
Yes. We set up business email on your domain, verify the domain and migrate existing mailboxes, as we did for Afrowave Creatives.
Do we have to stop working while the data is moved?
We plan the switch-over with your team so day-to-day work carries on, and agree a cut-over point for moving any records added during the project.
How much does a data migration cost?
It depends on the number of records, how many sources the data comes from, how much cleaning it needs and whether files and attachments are included. After a free scoping call we send a fixed quote. Migrations that are part of a Zoho implementation are quoted together with the setup.
Planning a move to a new system?
Tell us where your data lives today and where it needs to go. We'll scope it and send a fixed quote.