Agree the scope before configuration begins.
Aurnex maps source-data assessment, cleansing and mapping rules and test migration and confirms who is responsible at each stage. The agreed requirements become the basis for configuration, UAT, training and handover.
Put the workflow before the configuration.
Source-data assessment
Cleansing and mapping rules
Test migration
Validation and final migration
Zoho data migration services: common questions.
Which systems can you migrate from?+
Aurnex migrates 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 signs off a test migration before the final run.
When is the implementation scope confirmed?+
Aurnex confirms the scope after documenting the workflow, applications, records, integrations, users and delivery responsibilities.
Can existing data be included?+
Yes. Aurnex reviews the source system, record types, data quality, relationships, attachments and validation requirements before confirming the migration work.
Does Aurnex provide training and support?+
Yes. Training can cover end users and administrators. Paid support options are available after handover, with coverage agreed for each engagement.