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Are you already in the process of migrating from Zoho to Vtiger? Or just considering starting it, we’re thrilled to have you here on our blog. If you are looking for a cost-effective and reliable solution to move your business data from Zoho CRM to Vtiger CRM you have landed in the right place. Here we provide you with an easy-to-follow guide. So, no matter your level of CRM experience or just getting started, this blog has something for you.
We will provide expert advice and step-by-step instructions on how to migrate your data from Zoho to Vtiger. We will also discuss the advantages of using Vtiger and the potential pitfalls you may encounter. So, if you are ready to make the switch, let’s get started!
Pre-Migration Checklists
Before Migrating your records to Vtiger CRM make sure your exported file records satisfy the below condition.
File Size: The file size of your exported file should not exceed 50 MB.
File Format: The exported file should be in one of the following formats for importing.
- CSV (Comma-Separated Values) – All records will be imported/exported into any CRM module only using the CSV files.
- VCF (Virtual Contact File)- Only contacts will be imported using the VCF file.
- ICS (iCalendar File)- Only the tasks and events of the calendar will be imported using the ICS file.
Mandatory fields: The exported file should have all the mandatory fields to fill in Vtiger CRM. If your exported file is not provided with the mandatory fields, then the default value will be used. You can set your default values by navigating to Settings>>Module management>>Module Layouts and Fields.
Map all the mandatory fields
Ensure all the Mandatory fields are mapped with your CRM fields. A warning will be displayed if the mandatory fields are not mapped properly.
If your exported file does not provide a value for a mandatory field, then the default layout value of the field is used.
Records cannot be imported simultaneously into two different modules. Additionally, you cannot import records into the same module at the same time as another user.
Export records from Zoho CRM
Before exporting the records it is important to note that Zoho CRM can export a maximum of 3000 records from the module in CSV format.
Unlike import, you cannot export records of all the modules at a time. You can only export records from one module at a time.
Steps to export records from Zoho CRM
Step 1: Navigate to the Settings<<Data administration tools<< Export.
Step 2: Select the module from the drop-down from which you want to export records.
Step 3: Click on Export. Now the records of the selected module will be exported as .csv files.
Import Records to Vtiger CRM
Once you export all the modules from Zoho CRM, it is time to import all your .csv files into the Vtiger CRM.
Steps to import records in Vtiger CRM
Step 1: Log in to your Vtiger CRM account.
Step 2: Navigate to the modules one by one which you want to import into your Vtiger CRM.
Step 3: Click on the Import icon at the top of the Module’s list view.
Step 4: On the Import Wizard, there you need to execute three processes for the successful migration of records.
Upload your CSV– Click on Select from my Computer and upload the desired .csv files of that module.
Step 5: Duplicate Handling– First you have to select how the duplicate records are handled from the drop-down.
- You can Skip the duplicate records
- Overwrite the duplicate records with the original data
- Merge duplicate records with the original and comprise a single record.
Step 6: Field Mapping.
In field mapping, map all the mandatory fields and the appropriate fields based on your business needs.
Note:
The organization, potentials, and project tasks of Vtiger CRM are referred to as Accounts, deals, and tasks in Zoho CRM respectively.
Carefully map all the required fields and click on Import.
Step 7: Review Import Summary
Now all your Zoho records are successfully imported into your Vtiger CRM.
The import displays the
- Total number of records scanned
- Number of records successfully imported
- Number of records created
- Number of records overwritten, skipped, and merged
Likewise, you can export all the modules of your Zoho CRM one by one and Import them into the corresponding Vtiger CRM modules.
Choose the Safest Data Migration
Though the migration from Zoho CRM to Vtiger CRM is an intimidating task, with the right tools and knowledge, it can be relatively done with much patience and concentration. And of course, it is too time-consuming.
You can easily migrate your records without any data loss through our efficient migration service. Our technical experts carefully handle your records and take care of the smooth migration from Zoho CRM to Vtiger CRM. You can easily contact us for the data migration at [email protected]. The transition can be an exciting one and with the right guidance and support, the migration process can be completed quickly and seamlessly.
With Vtiger’s powerful CRM options and Zoho’s robust collaboration features, this migration can be a great opportunity to take your business to the next level. With the help of migration tools and the right knowledge, you can make the transition with minimal disruption to your operations. Start your Zoho to Vtiger migration today and take your business to the next level!