Trusted by industry leaders

Zoho CRM Data Migration & Transformation Services

Safely migrate, clean, and transform your CRM data into Zoho CRM with zero data loss, minimal downtime, and a scalable data model designed for long-term growth.

Zero-data-loss methodology

Complete data preservation with validation

Clean transformation and normalization

Reporting-ready structures from day one

Minimal downtime and disruption

Phased migrations and cutover planning

Why CRM Migrations Fail

Most CRM migrations fail because teams treat data migration like a simple import. They extract records, run a CSV upload, and assume success. What they discover weeks later: lost history, broken relationships between Accounts and Contacts, duplicate records, incomplete data, and reports that return wrong numbers.

Common risks include dirty data compounds (duplicates and inconsistencies migrate as-is and amplify), broken relationships (poor field mapping destroys the links between Accounts, Contacts, Deals, and Activities), and lost historical data (timestamps, ownership, notes, and audit trails disappear or become corrupted).

Migration is more than importing rows. It requires data mapping, transformation, validation, relationship preservation, and architecture planning. Our Zoho CRM services ensure your data moves safely, arrives clean, and supports automation and reporting from day one.

What We Mean by Data Migration & Transformation

Understanding the difference between migration and transformation

Migration means moving data accurately from source to target — preserving every record, field value, and timestamp without loss.

Transformation means restructuring, cleaning, and normalizing that data so it works properly in the new system — deduplicating records, standardizing formats, and fixing broken relationships.

Both are required. Migration without transformation means importing dirty data. Transformation prepares data for automation, reporting, and integrations.

Data Mapping

Defining how fields, modules, and objects from your source CRM correspond to Zoho CRM's data model.

Field-level mapping documentation
Custom object to module alignment
Relationship preservation strategy

Data Transformation

Cleaning, normalizing, and restructuring data to meet Zoho CRM standards and your business requirements.

Deduplication and merge logic
Format standardization
Data enrichment and validation

Relationship Preservation

Maintaining connections between Accounts, Contacts, Deals, and Activities so reporting and workflows function properly.

Parent-child relationships
Deal-to-contact associations
Activity history linkage

Preparing for Automation & Reporting

Structuring data so workflows, reports, and integrations work immediately after migration.

Clean field values for automation
Reporting-ready data structures
Integration-compatible schemas

What Data We Migrate to Zoho CRM

Complete data migration across all modules, objects, and historical records

Accounts, Contacts & Leads

Deals / Opportunities

Activities (Calls, Tasks, Meetings)

Notes and Attachments

Custom Objects and Fields

Historical Data

User Ownership and Access

Pipelines and Stages

Supported Source Systems

We migrate to Zoho CRM from any CRM platform or database

Salesforce

HubSpot

Pipedrive

Microsoft Dynamics

NetSuite (CRM-related data only)

Custom / Legacy CRMs

Spreadsheets and Flat Files

Phased and hybrid migrations supported: Need to run both systems in parallel during transition? Migrate in stages? We plan and execute phased migrations that minimize risk and allow controlled cutover.

Architecture-First Migration Process

Controlled, validated methodology that ensures zero data loss

Pre-Migration Audit and Discovery

Analyze source CRM data volume, quality, relationships, custom objects, and dependencies. Audit informs migration strategy and identifies cleanup requirements.

Data Model Design in Zoho CRM

Design target Zoho CRM data model: modules, custom fields, relationships, layouts. You review and approve the architecture before migration begins.

Field and Object Mapping Documentation

Document how every field, object, and relationship maps from source to target. Mapping documentation becomes your migration audit trail.

Test Migrations in Sandbox

Conduct test migrations in sandbox environment. Validate data accuracy, verify relationships, identify issues, refine transformation logic before production.

Validation and Reconciliation

Reconcile record counts, verify field mappings, validate relationships. Every data point accounted for. No blind trust—only verified accuracy.

Cutover Planning

Plan production cutover: timing, team communication, rollback procedures, go-live validation. Minimize disruption and ensure controlled transition.

Post-Migration Verification

Validate production data, conduct spot checks, verify user access and permissions. Ensure reporting and automation work correctly post-migration.

No blind imports. No shortcuts. Every migration is planned, tested, validated, and documented before production cutover. We don't move data until accuracy is verified.

Data Cleanup & Transformation

The differentiator that ensures clean, usable data from day one

Deduplication

Identify and merge duplicate records before migration to prevent data bloat and confusion.

Standardization

Normalize formats for phone numbers, addresses, names, and other fields for consistency.

Field Normalization

Clean up picklist values, standardize naming, and restructure fields for clarity.

Data Enrichment

Add missing data, complete partial records, and improve data quality where applicable.

Reporting-Ready Structures

Organize data so dashboards and reports work accurately without post-migration cleanup.

Automation-Ready Schemas

Structure data to support workflows, blueprints, and business rules immediately after migration.

This is where we clearly outperform competitors

Common Migration Scenarios

Real-world situations where expert migration delivers measurable value

Replacing an Over-Engineered Salesforce Org

Move from expensive, complex Salesforce to cost-effective Zoho CRM while maintaining functionality and improving usability.

Moving from HubSpot to Zoho CRM for Cost Efficiency

Migrate to Zoho CRM to reduce licensing costs while gaining more customization flexibility and control.

Consolidating Multiple CRMs

Merge data from multiple systems into one unified Zoho CRM, eliminating data silos and improving visibility.

Fixing a Broken Zoho CRM Import

Clean up and restructure a failed DIY migration with missing relationships, duplicate records, and incomplete data.

Preparing Zoho CRM for Automation and BI Tools

Migrate with clean, structured data ready for workflows, reporting dashboards, and external integrations.

Legacy System Modernization

Move from outdated custom databases or spreadsheet-based systems to modern Zoho CRM with full historical data.

Why Boosted CRM for Zoho Data Migration

Trusted expertise and proven methodology

Zoho Premium Partner

Officially recognized expertise and direct Zoho support access for complex migrations.

US-Based Solution Architecture

Direct communication with a US-based solution architect. Clear alignment, fast decisions, and architecture-led delivery—no outsourcing.

Architecture-First Delivery

We design data models before migration, ensuring scalability and maintainability.

No Data Loss Guarantee

Our methodology ensures every record, relationship, and historical data point is preserved.

Clear Communication

Regular updates, transparent timelines, and accessible consultants throughout the process.

Long-Term Support Available

Post-migration optimization, training, and ongoing Zoho CRM consulting as needed.

Example Outcome

Manufacturing

Problem

150,000+ legacy records in multiple Excel files and an outdated CRM. Duplicate accounts, inconsistent naming, and missing relationships.

What We Fixed

Multi-phase migration with deduplication logic, data standardization, relationship mapping, and staged validation rollout.

Result

Clean dataset in Zoho CRM with zero data loss, proper account hierarchies, and accurate reporting from day one.

Frequently Asked Questions

How long does a Zoho CRM migration take?

Timeline depends on data volume and complexity. Small migrations (under 10,000 records) typically take 2-3 weeks. Medium migrations (10,000-100,000 records) take 4-6 weeks. Large enterprise migrations can take 8-12 weeks. We provide detailed timelines after the initial audit.

Can you migrate custom objects and fields?

Yes. We migrate custom objects, custom fields, and their relationships. We map custom data structures from your source CRM to appropriate modules and fields in Zoho CRM, ensuring no data is lost and relationships are preserved.

Will we lose historical data?

No. We migrate all historical data including past activities, notes, attachments, and closed deals. Our migration process preserves timestamps, ownership, and historical context so your reporting and audit trails remain intact.

Do you clean up our data during migration?

Yes. We include data cleanup and transformation as part of every migration. This includes deduplication, standardization, field normalization, and removing obsolete records. Clean data means better adoption and more reliable reporting.

Can you migrate from Salesforce or HubSpot?

Absolutely. We regularly migrate from Salesforce, HubSpot, Pipedrive, Microsoft Dynamics, and other CRM platforms to Zoho CRM. We also handle migrations from legacy systems, custom databases, and spreadsheets.

What happens after migration?

After migration, we conduct thorough validation, provide detailed documentation, and train your team. We also offer post-migration support to address any questions, optimize workflows, and ensure smooth adoption of your new Zoho CRM.