Samuel was just amazing he know his stuff and did everything requested and also above and explained everything very well surely will be using him again
R. · United KingdomUKVerified review
Zoho CRM data migration
Move to Zoho without losing a thing.
From spreadsheets, HubSpot or another CRM. Every field mapped, every record checked, and a switch-over your team barely notices.
What goes inWhat you get
- Spreadsheets
- HubSpot
- Another CRM
- Files & notes
MigrationMap, clean, verify
- Contacts & accounts
- Deals & history
- Notes & files
- Clean, de-duplicated data
What you achieve
The difference it makes
Nothing lost
Every record accounted for, with counts checked before and after.
A clean start
Duplicates merged and bad data fixed on the way in.
Minimal disruption
A planned switch-over so the team keeps working.
Confidence
You sign off the mapping and the test import before the real one.
See it in Zoho
Clean, structured records
Every record lands in the right fields, linked to the right accounts, with nothing duplicated, so the dashboards are right from day one.
Zoho product screens shown with Zoho's own sample data.
How it works
What happens, step by step
From the first call to a finished result. You always know what is happening, who is doing it and what you get at each stage.
Needs youWe handle it
Book step one -
01Step 1You + Vicrence
Inventory
We list every source: spreadsheets, CRM exports, files and notes.
A complete data inventory
-
02Step 2You + Vicrence
Field mapping
Every old field mapped to its new Zoho home, signed off by you.
Approved mapping sheet
-
03Step 3Vicrence
Clean and de-duplicate
Data is cleaned and duplicates merged before import.
Import-ready data
-
04Step 4You
Test import
A sample import you review in Zoho before anything else moves.
Your sign-off
-
05Step 5Vicrence
Full import and verification
Everything moves across, then counts and spot checks confirm it.
A verification report
-
06Step 6You + Vicrence
Switch-over
A planned cut-over date, quick training, and the old tool retired.
Your team live in Zoho
Capabilities
Everything that can be done
Pick what you need. We scope only what your team will use.
Spreadsheet imports
Years of Excel and Google Sheets data, structured properly.
HubSpot to Zoho
Contacts, companies, deals and history.
CRM to CRM
Moves from other CRMs that can export your data.
Relationships kept
Contacts linked to accounts, deals and activities.
Notes and attachments
Brought across wherever the old system allows export.
Clean-up on the way in
Duplicates merged and formats standardised.
Automations rebuilt
Old workflows recreated, and improved, in Zoho.
Verification reports
Record counts before and after, in writing.
Price
From $450
Included in every Operating System build. On its own from $450, priced by data volume and number of sources.
Get a fixed quote All pricesDeliverables
What you get
- A signed-off field mapping
- Cleaned, de-duplicated data
- Test and full imports
- A verification report
- Switch-over plan and training
Ideal for
Who it's for
- Businesses outgrowing spreadsheets
- Teams leaving HubSpot or another CRM
- Anyone consolidating several tools into Zoho
Client reviews
Read all 19 reviews What clients say
Rated 4.8 out of 5 across 19 verified reviews.
Great job really happy
L. · SwedenSEVerified review
Did a great job, I would hire him again.
F. · PolandPLVerified review
FAQ
Questions about migrations
Can you move our history too?
Yes, where your current system lets us export it: notes, activities and attachments included.
Will there be downtime?
Very little. We import in the background and agree a switch-over date with you.
Is migration included in a build?
Yes, migration is part of every Operating System build, or can be quoted on its own.
Related services
All services Often combined with
Ready to talk about migrations?
Book a free 15-minute fit call. You'll leave knowing whether an audit is worth it, whether or not you hire us.