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Migrate from Zoho CRM

Migrate from Zoho CRM to Verbial

Move Accounts, Contacts and Deals from Zoho CRM exports into Verbial.

Export Accounts, Contacts and Deals from Zoho CRM and upload them; Verbial maps Zoho's labels, keeps record ids for de-duplication and previews the import before writing.

What comes across

From Zoho CRM

  • Accounts
  • Contacts
  • Deals with stage and amount
How it works

Six steps, one afternoon

  1. 1Create your Verbial workspace and run the setup wizard (five minutes).
  2. 2Open Settings → Migrate and pick the tool. Paste an API token or upload the export files.
  3. 3Accept the suggested field mapping; change anything it guessed wrong.
  4. 4Run the dry run: what will be created, updated or skipped, with every problem row.
  5. 5Run the import. Owners are matched by email; duplicates are matched by domain and email.
  6. 6Keep the old tool read-only for a month. Roll back with one click if anything looks wrong.

Leave Zoho CRM without leaving your history.

Dry run first. Roll back with one click. Keep the old tool read-only for a cycle.