Zoho integration and data migration
We connect Zoho to the other software you use, such as WhatsApp, payment gateways, attendance devices and your website, and move your existing data into Zoho cleanly and with checks.
- Delivered by
- Zoho-certified consultants
- Main apps
- Zoho Flow, Zoho Creator, Zoho CRM
- Engagement
- Fixed price, T&M or project-based
- Regions
- India, GCC, Africa and remote
What do Zoho integration and data migration involve?
Integration means connecting Zoho with other systems so data moves between them automatically instead of being typed twice. It is done with Zoho Flow, Zoho's APIs, or custom functions. Data migration means moving records from your current software or spreadsheets into Zoho, after cleaning duplicates and checking that the totals match.
Who it is for
- Businesses moving from Tally, Excel or older software to Zoho
- Teams using Zoho alongside other tools that do not share data
- Companies that want WhatsApp, payments or attendance data inside Zoho
- Businesses that need data moved between Zoho accounts or apps
How Zoho connects to your other systems
Your systems
Connection layer
Zoho apps
How a data migration runs
- AuditReview source data and quality
- MapMatch old fields to Zoho fields
- CleanRemove duplicates and fix errors
- Trial runImport a sample and check
- MigrateFull import in the agreed order
- VerifyTotals and records checked with you
What changes day to day
| Area | Before | After, in Zoho |
|---|---|---|
| Duplicate entry | Same data typed into two systems | Entered once and synced automatically |
| Conversations on individual phones | Messages recorded against the customer in Zoho | |
| Payments | Checked manually in the gateway dashboard | Payment status updated on the invoice automatically |
| Attendance | Exported from the device each month | Synced into Zoho People |
| Old records | Locked in software you want to retire | Moved into Zoho and checked |
What's included
Communication
- WhatsApp Business
- Telephony and IVR
- Email and calendar
- SMS gateways
Commerce & payments
- Payment gateways
- E-commerce stores
- Marketplaces
- POS systems
Compliance & ERP
- GST e-invoicing
- UAE and KSA e-invoicing
- Uganda EFRIS
- SAP, Odoo and other ERPs
Data migration
- From Tally
- From Excel and Google Sheets
- From Salesforce, HubSpot and other CRMs
- From in-house software
From a similar project
Can Zoho integrate with our existing ERP?
Yes, usually through APIs. We decide which system owns which data and sync the rest, so you don't keep two versions.
Have you integrated Zoho with Uganda's EFRIS?
Yes. Zoho Books has no built-in EFRIS link, and we have delivered Zoho setups integrated with EFRIS for businesses in Uganda.
How do you make sure migrated data is correct?
We clean and de-duplicate first, run trial imports, and reconcile counts and balances with you before the final cut-over.
What happens when an integration fails?
Our integrations log every run and alert on failure, so issues are fixed before they affect operations.
Need Zoho connected to other systems?
List the software you use today. We'll show you how it connects with Zoho.