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Data Migration

Move the right data—with its meaning and relationships intact.

Assess source records, mapping, data quality, relationships and validation before moving approved business data into Zoho.

Book a consultation How we check a migration
✦ Zoho Premium Partner900+ implementations50+ Zoho experts10+ years of experience
How a migration runs5 stages
  1. ✓
    Source assessmentRecords, quality, relationships
  2. ✓
    Mapping rulesEvery field has a destination
  3. ✓
    Test migrationReviewed by your team
  4. ✓
    Sign-offCounts and samples checked
  5. 5
    Final migrationValidated in Zoho
    Final stage
✓
Test migration signed offReady for the final run

How a migration runs

Every record checked, before and after.

Nothing moves until you know what is moving, where it goes and how it will be checked.

Stage
Aurnex
Your team
01

Assess the source

What exists, and what it can export.

Aurnex
Reviews record types, volumes, attachments, relationships and data quality.
Your team
Provides exports or access and explains how the data is used.
02

Agree mapping & cleansing

Every field has a destination.

Aurnex
Maps fields to the destination Zoho application and agrees cleansing rules.
Your team
Confirms what moves and what gets cleaned first.
03

Test migration Key step

A trial run before the real one.

Aurnex
Runs a test migration and compares counts, totals and sample records.
Your team
Reviews the results and reviews and confirms.
04

Final migration

Moved using the approved rules.

Aurnex
Runs the final migration on the agreed cut-over date.
Your team
Agrees the cut-over timing.
05

Validate

Checked after the move.

Aurnex
Validates the migrated data against the source.
Your team
Confirms the data is ready to use.

What moves

Records, and the context around them.

Migration is more than copying rows. Relationships and attachments carry the meaning.

Records

Contacts, accounts, transactions and other business records.

Relationships

Links between records, so context is not lost.

Attachments

Files linked to records, where they are in scope.

Validation

Counts, totals and samples checked against the source.

We migrate from spreadsheets, other CRMs, accounting, HR and email systems.

After migration

What you can rely on.

Data in Zoho that your team has checked and signed off.

  • Source-data assessmentWhat exists, and its quality
  • Agreed mapping and cleansing rulesDocumented field by field
  • A reviewed and confirmed test migrationReviewed by your team
  • A validated final migrationCounts, totals and samples compared

Client stories

Planning a move to Zoho?

Read documented Aurnex projects across sales, finance, HR and operations.

Solution areas
Spreadsheets · CRM · Accounting · HR
Explore client stories

Where this fits

Part of a bigger journey.

Not sure what you need yet? Start before. Need more? Add it alongside.

01Start

Zoho Consulting

Discuss processes, application choices and priorities before committing to a configuration.

Zoho Consulting
02NowYou are here

Data Migration

Mapping, data quality and validation before moving records into Zoho.

FAQ

Common questions.

Something else on your mind? Ask us directly.

Which systems can you migrate from?

Spreadsheets, other CRMs, accounting, HR and email systems. The method depends on what the source system can export and the records in scope.

How do you check a migration is complete?

Aurnex compares record counts, totals and sample records between the source and Zoho, and your team reviews and confirms a test migration before the final run.

Are attachments and relationships included?

Attachments and relationships between records are reviewed during the source assessment, and what is in scope is confirmed before migration.

Ready when you are

Let's talk about
your business.

Share what your teams manage today and what you want to improve. We'll start with your requirements.

Book a consultation Contact Aurnex
Aurnex team member ready to discuss your Zoho requirements