Migration planning
Know what should move, how it maps and how it will be checked.
Review source data, relationships, ownership and validation before any approved records are moved into Zoho.
Start with your current records
The source application, record types, attachments, and relationships matter when assessing a migration. Bring these details to the initial discussion.
Define the destination
Your business processes guide how information should be organised in the destination Zoho application.
Agree the scope
Migration requirements vary between systems. Coverage, validation, and the transition approach need to be agreed for your particular project.
