Zoho migration
Move to Zoho without losing data, history or momentum.
We migrate customers, deals, activities, attachments and custom data from Salesforce, HubSpot, Dynamics, Pipedrive, legacy systems or spreadsheets, with full validation and zero surprises.
- Zoho Premium Partner
- Certified consultants
- UK-based team
- Fixed milestones
The challenge
Why migrations go wrong.
Data migration is the highest-risk part of any system change. These are the pitfalls we avoid.
Lost or duplicated data
Poor mapping creates duplicates and drops critical history.
Extended downtime
Big-bang switchovers leave teams without a working system.
Broken relationships
Links between contacts, accounts, deals and activities are lost.
Old mess moved across
Bad data and outdated processes are copied into the new system.
How we help
A proven, low-risk migration approach.
Every migration follows a tested method with clear sign-offs.
Data audit
We profile your data, identify duplicates and agree what to keep.
Mapping and design
Field-by-field mapping into a clean Zoho data model.
Cleansing and deduplication
Fix formats, merge duplicates and enrich records before import.
Trial migrations
Test loads with reconciliation reports you sign off.
Cutover planning
Minimal downtime cutover, often over a weekend.
Post-migration support
Validation, training and hypercare after switch-over.
Common migrations
We migrate from all major platforms.
Proven migration playbooks for the systems UK businesses move away from most.
CRM platforms
Full history, custom objects and attachments.
- Salesforce to Zoho CRMObjects, workflows and history.
- HubSpot to Zoho CRMContacts, deals, emails and properties.
- Dynamics 365 to ZohoAccounts, cases and activities.
- Pipedrive, Insightly and othersPipelines, notes and files.
Other systems
Finance, service and legacy data.
- Sage, Xero and QuickBooksCustomers, items and balances.
- Zendesk and Freshdesk to Zoho DeskTickets and knowledge base.
- Legacy and bespoke systemsDatabase and file exports.
- Spreadsheets and AccessCleansed and structured.
What changes
What a well-run migration delivers.
Outcomes our migration clients rely on.
Complete history
Every record and relationship intact.
Minimal disruption
Teams switch over with little or no downtime.
Cleaner data
Duplicates removed and formats standardised.
Confidence
Signed-off reconciliation at every stage.
How we deliver
A clear, proven path from first workshop to go-live.
Every engagement follows SCALE, our five-phase delivery framework, so you always know what happens next, who is doing it and what it costs.
Scope
We audit source systems and agree scope, data quality and success criteria.
Craft
We design the Zoho data model and field mappings.
Assemble
We cleanse, transform and run trial migrations.
Launch
We cut over with minimal downtime and validate with your team.
Evolve
We support users and resolve data queries after go-live.
Related services
Often combined with migration.
Try Zoho free
Start a free Zoho trial, with a partner on hand
Pick any Zoho app and sign up through ThoughtLogik. Your account is linked to us as your Zoho Premium Partner, so expert help with setup and training is there when you need it.
Adding us as your partner is free and takes a minute.
FAQs
Questions we often hear
Can't see your question? Book a free call and speak to a certified consultant.
Can you migrate from Salesforce to Zoho CRM?
Yes. We migrate standard and custom objects, relationships, activities, notes and attachments, and rebuild key automation in Zoho.
How long does a migration take?
Most CRM migrations take 2 to 6 weeks including trial runs, depending on data volume and complexity.
Will we have downtime?
We plan cutovers to minimise disruption, usually over a weekend, with a final delta load.
Can you clean our data during migration?
Yes. Deduplication, standardisation and enrichment are part of our process.
Is our data secure during migration?
Yes. We use secure transfer methods, limit access and agree data handling steps with you.
Start your project
Ready to move to Zoho with confidence?
Tell us about your business and goals. A certified consultant will get back to you within one working day with practical next steps.
- Free, no-obligation consultation
- UK-based Zoho and Odoo partner
- Clear plan, milestones and pricing