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Zoho Data Migration Services

Most failed rollouts fail on data, not software. We move your customers, products, opening balances and history into Zoho in a planned, tested way, so the first day on the new system starts from numbers you trust.

Zoho data migration: data from old systems is cleaned, mapped and checked, then loaded into Zoho and reconciledFROMSalesforceHubSpotQuickBooksTallySpreadsheetsCleanMapTestZohoReconciled
  • Registered Zoho partner
  • Zoho-certified consultants
  • 10+ years in Zoho
  • Fixed price in writing
  • 30 days of free fixes after go-live

Short answer

Zoho data migration moves your records from another system, such as Salesforce, HubSpot, QuickBooks, Tally or spreadsheets, into Zoho with the fields mapped, duplicates cleaned and totals checked against the old system. Flowpeak has 23 fixed-price migrations starting from INR 35,000 + GST in India or USD 380 elsewhere, for a standard data volume. Large data volumes are quoted in writing before work starts.

This is for you if...

You are leaving Tally, QuickBooks, HubSpot, Salesforce, another CRM or years of spreadsheets

Your data has duplicates, missing fields or inconsistent formats

You need opening balances and history to match your old system exactly

You tried importing yourself and the result did not look right

What's included

Deliverable
What it means for you
Data audit and cleaning
Duplicates, gaps and formats reviewed before anything is moved
Field and module mapping
Every source field mapped to a Zoho field, agreed with you in writing
Test import and reconciliation
Sample and full test loads checked against source totals
Cut-over plan
A defined freeze, final load and rollback plan for go-live
Sign-off report
What was moved, what was left behind and why

What you receive

Three documents that show exactly what moved and that nothing was lost on the way.

Sample field mapping: each old-system field matched to a Zoho fieldField mappingSAMPLEOLD SYSTEMZOHOAccount NameAccount NameOpportunityDealStage__cStageOwnerDeal OwnerLead SourceLead SourceClose DateClosing Date
A field map you approve before any data moves
Sample reconciliation report: record counts and totals in the old system match ZohoReconciliationSAMPLEITEMOLDZOHOAccounts4,8124,812Contacts9,3069,306Open deals214214Invoices1,9201,920Balance84,12084,120Sample figures. Signed off before go-live.
A reconciliation of counts and totals, old system against Zoho
Sample cut-over planCut-over planSAMPLEFreeze date agreedFinal exportFinal loadTotals checkedUsers switched overOld system read-onlyRollback plan ready
A cut-over plan so the switch happens on a set day

How a Zoho data migration runs

Every migration follows the same stages. A small spreadsheet can move in days; a large, multi-source migration takes longer and is planned in the written scope.

Zoho data migration stages: audit and export, clean and map, test load, reconcile, final load and sign-offStage 1Stage 2Stage 3Stage 4Stage 5Audit and exportYou + FlowpeakClean and mapFlowpeak, you approveTest loadFlowpeakReconcileYou + FlowpeakFinal load and sign-offFlowpeakLive in Zoho

Moving to Zoho as part of a wider rollout? See Zoho implementation.

What you get at the end

Clean, reconciled data in Zoho, with a sign-off report showing what was moved and what was excluded.

What a Zoho data migration costs

Common migrations have a fixed, published price for a standard data volume, from INR 35,000 + GST in India or USD 380 elsewhere. See all 23 on the migrations page.

Large amounts of data, such as many years of history, a very high number of records or large attachment files, cost more. We look at your data on a free call and confirm the final price in writing before any work starts. Zoho licences are paid to Zoho directly.

Fixed-price Zoho migrations

A few of the most common moves. Prices are for a standard data volume; each link shows exactly what is included.

MigrationIndiaOutside India
Excel or spreadsheets to Zoho CRMINR 35,000 + GSTUSD 380
HubSpot to Zoho CRMINR 70,000 + GSTUSD 750
Salesforce to Zoho CRMINR 75,000 + GSTUSD 800
Pipedrive to Zoho CRMINR 60,000 + GSTUSD 640
QuickBooks to Zoho BooksINR 55,000 + GSTUSD 590
Xero to Zoho BooksINR 55,000 + GSTUSD 590
Tally to Zoho BooksINR 55,000 + GSTIndia only
Zendesk to Zoho DeskINR 55,000 + GSTUSD 590

All 23 migrations, including Microsoft, SAP, Odoo, Freshsales, BambooHR, Keka, greytHR, Asana and monday.com, are on the migrations page.

What data can be moved to Zoho?

Type of dataUsually movedCheck first
Contacts, accounts, leadsYesDuplicate rules and owners
Deals and pipeline stagesYesHow old stages map to new ones
Notes, tasks, call historyUsuallyWhether the old system exports them
EmailsSometimesExport limits of the old system
Attachments and filesUsuallyTotal size; large files add cost
Invoices, bills, opening balancesYesCut-over date and tax settings
Custom objects and fieldsYesMatching Zoho modules or fields

How to prepare your data for a Zoho migration

  1. Decide how much history you really need. Older records can stay in an archive export.
  2. Export a full copy from the old system and keep it safe.
  3. Remove obvious duplicates and test records.
  4. Agree owners: which user each record should belong to in Zoho.
  5. List the reports you rely on, so the Zoho fields support them.
  6. Pick a cut-over date when new entries stop in the old system.

More detail: the AI-ready Zoho data clean-up checklist.

Can I migrate to Zoho myself?

Yes, for simple cases. Zoho apps have import tools for CSV files, and Zoho offers migration tools for some systems. A do-it-yourself import works well for a clean contact list.

It gets risky when you have related records (accounts, contacts and deals linked together), history, opening balances or several sources at once. That is where mapping, test loads and reconciliation save you from months of fixing data later.

Businesses we have set up Zoho for

A few of the businesses we have implemented, customised and supported Zoho for.

  • Naatchaal logo
  • Robolark logo
  • Swarna Raisins logo
  • Chat360 logo
  • Auditify Security logo
  • PV Smart Ennergyy LLP logo
  • WeAce logo
  • Dayal Eye Centre logo
  • Direct Care Assistance logo
  • IESP logo
  • Rajneethi logo
  • Jumpstart International Preschool logo
  • Lacure logo
  • Al Madani Group logo
  • Skinner Demo logo
  • Young Engineers Australia logo
  • Bright Immigration logo
  • JNS Farms logo
  • CRISPR Bits logo
  • Startup Runway logo
  • KB Power Systems logo

Clients include Naatchaal, Robolark, Swarna Raisins, Chat360, Auditify Security, PV Smart Ennergyy LLP, WeAce, Dayal Eye Centre, Direct Care Assistance, IESP, Rajneethi, Jumpstart International Preschool, Lacure, Al Madani Group, Skinner Demo, Young Engineers Australia, Bright Immigration, JNS Farms, CRISPR Bits, Startup Runway, KB Power Systems.

Questions people ask

Can you migrate from Tally or QuickBooks?
Yes. We map masters, opening balances and open invoices and bills, then reconcile totals with you.
Will attachments and history move?
Where the source system allows export, yes. We confirm what can be moved during the audit.
How long does it take?
From days for a small spreadsheet to several weeks for large multi-source migrations.
Does the price change if we have a lot of data?
Yes. Fixed prices cover a standard data volume. Large data is quoted in writing after we look at it, before any work starts.
Do we have to stop using the old system during migration?
Only for a short freeze around the final load. Until then your team keeps working as normal.

Thinking about Zoho Data Migration Services?

Have these answers ready and we can scope a first conversation without back-and-forth:

Which system or files is your data in today?

Roughly how many records and how many years of history?

Do you need history moved or only open items?

Fixed-price Zoho integrations and migrations

WhatsApp, IndiaMART, Shopify, QuickBooks, RingCentral, OpenAI, Salesforce, HubSpot, Tally and more, with prices in INR, USD, GBP and EUR.

See prices

Frequently asked questions

How much does a Zoho data migration cost?

Common migrations have fixed prices for a standard data volume, from INR 35,000 plus GST in India or USD 380 elsewhere. Large data volumes are quoted in writing before work starts.

Can I migrate to Zoho myself?

Yes for a clean contact list using Zoho import tools. Related records, history, opening balances or several sources are safer with mapping, test loads and reconciliation.

Which systems can you migrate to Zoho from?

Common sources include Tally, QuickBooks, Xero, HubSpot, Salesforce, Pipedrive, Keap, Odoo and spreadsheets. Other systems can be migrated if they export data.

How do you keep migrated data accurate?

We clean and map fields, run test imports, reconcile record counts and balances with you, and only then run the final cut-over.

Will historical data and attachments move too?

Usually yes, within what the source system can export. We agree exactly what moves, and what stays archived, before the migration starts.

Does the migration price change with the amount of data?

Yes. Our fixed migration prices cover a standard data volume. If you have a large amount of data, such as many years of history, a very high number of records or large attachment files, the price goes up. We look at your data on a free call and confirm the final price in writing before any work starts.

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