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Discuss processes, application choices and priorities before committing to a configuration.
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Zoho data migration services
Move your records into Zoho—cleansed, mapped and validated.
Plan the movement of approved records into Zoho with attention to source quality, mapping and validation.
✦ Zoho Premium Partner900+ implementations50+ Zoho experts10+ years of experience
What we define5 stages
- ✓Source-data assessmentWhat the source can export.
- ✓Cleansing and mapping rulesHow each field maps into Zoho.
- ✓Test migrationA trial run you sign off.
- ✓Validation and final migrationCounts and samples compared.
- 5Live in ZohoValidated and signed offFinal stage
✓
Test migration signed offReady for the final run
Where to begin
Check your source data before anything moves.
Aurnex assesses what your source system can export, agrees cleansing and mapping rules, and runs a test migration your team reviews and confirms before the final run.
How it runs
Clear ownership at every step.
What Aurnex does, what we need from your team, and when.
Stage
Aurnex
Your team
01
Assess
The source system.
Aurnex
Assesses record types, volumes, quality and what the source can export.Your team
Provides exports or access.02
Map & cleanse
Field by field.
Aurnex
Agrees cleansing and mapping rules into the destination Zoho application.Your team
Confirms what moves and what is cleaned.03
Test migration Key step
Before the final run.
Aurnex
Runs a test migration and compares counts, totals and sample records.Your team
Reviews the results and reviews and confirms.04
Final migration
Validated.
Aurnex
Runs the final migration and validates it against the source.Your team
Confirms the data is ready to use.Topics to define
What we define for your migration.
Each topic is agreed before configuration starts.
Source-data assessment
What the source can export.
Cleansing and mapping rules
How each field maps into Zoho.
Test migration
A trial run you sign off.
Validation and final migration
Counts and samples compared.
At handover
What your team walks away with.
A tested setup your team knows how to use.
- A 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
See how other teams made the move.
Read documented Aurnex projects across sales, finance, HR and operations.
- Solution areas
- Spreadsheets · CRM · Accounting · HR
Where this fits
Part of a bigger journey.
Not sure what you need yet? Start before. Need more? Add it alongside.
02NowYou are here
Zoho data migration services
Mapping, data quality and validation before moving records into Zoho.
03Extend
Related services
Add only what the documented requirement calls for.
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 reviews and confirms a test migration before the final run.
When is the migration scope confirmed?
After the source-data assessment, once the records, mapping rules and validation checks are agreed.
Are attachments and relationships included?
Attachments and the relationships between records are reviewed during the source-data assessment, and what is in scope is confirmed before migration.
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.
Ready when you areLet's talk about
Let's talk about
your business.
Share what your teams manage today and what you want to improve. We'll start with your requirements.
Ready to start on Zoho? Sign up for Zoho through Aurnex
