How to Migrate from SuiteCRM to Zoho: the Science of Simplicity [+Video]

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How to Migrate from SuiteCRM to Zoho: the Science of Simplicity [+Video]

Migrate SuiteCRM to Zoho Automatically in 4 Simple Steps

1.Go to and register your account. Provide your name, email, password and enter the phone number; or sign in with your social network accounts or as a CRM (Salesforce or HubSpot CRM) user.register

2. Specify your existing CRM - SuiteCRM. Provide the required credentials.

Next step , you should choose your target CRM type, in your case select Zoho CRM and press "Authorize" button.

You’ll be redirected to your Zoho account in order to confirm the migration process.

3. After that, select items you’d like to migrate to your new CRM platform. Check the corresponding boxes to migrate your accounts, contacts, tasks, opportunities, leads and notes together with the related activities such as calls and events. Click Start Free Demo Migration.

4. Now, check out your Demo migration results. If you are satisfied, you may fully migrate SuiteCRM to Zoho.

Actions Afterwards

Now, when the data transfer part is over, it is recommended to use some post-migration tips for better platform implementation and automation:

  • check out if the records are transferred to the proper fields;
  • find out if the relations between the items are restored in the right way;
  • make sure to build personalized workflow rules;
  • set up the filters for reporting tools;
  • continue to educate your staff about new system by providing training and holding the meetings. Also, don’t forget to ask for workers’ feedback, so you can gauge where everyone in the organization is with the platform and what issues still need to be addressed.

To Sum Up

Now you know more about the future CRM, the possible migration ways, and how to switch the data automatically just in few steps.

Well, it is high time to migrate SuiteCRM to Zoho right away.

Transfer to Zoho limited amount of your SuiteCRM data by starting free Demo migration,  and enjoy using the desired solution.

Don’t wait up, migrate SuiteCRM to Zoho today.

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