
Salesforce to Zoho Data Migration
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Post a project like this1839
£330(approx. $446)
- Posted:
- Proposals: 14
- Remote
- #3098591
- OPPORTUNITY
- PRE-FUNDED
- Awarded
4x Salesforce Certified Professional & Zoho CRM Specialist, Business Analyst

Certified Zoho Consultant | Zoho one | Zoho CRM | Zoho CRMPlus | Zoho People | Zoho Recruit |Salesforce Sales Cloud


Zoho CRM Certified Consultant | Zoho integration | Zoho Creator | API | Zoho One |

185012734098677107692540885342247930276265254792617630180451127559885795160951
Description
Experience Level: Expert
Estimated project duration: 1 - 2 weeks
We have a backup of all data from Salesforce and need this importing into a new (empty) Zoho CRM.
There are approx. 9.5K account and 10K contact records with a few custom fields.
We need key records (all relevant fields) for the following imported along with the specified relations between the records. Once completed, basic navigation from Contact > related Accounts > related Opportunities > related attachments/chats/notes should be possible. No development beyond this is required in this first phase.
Once we have the above main records migrated and verified the data, we will then be looking to have a follow on project to develop Zoho CRM to meet our requirements including external integrations.
The records to be migrated are as follows:
Contacts (linked to related accounts)
Accounts (linked to related contacts)
Notes / Chats (linked to related accounts / contacts / opportunites)
Opportunities (linked to related accounts / contacts)
Leads (linked to related accounts / contacts)
Attachments (linked to related accounts / contacts / opportunites)
Cases (linked to related accounts / contacts)
We are happy to answer any questions or provide further information as required.
There are approx. 9.5K account and 10K contact records with a few custom fields.
We need key records (all relevant fields) for the following imported along with the specified relations between the records. Once completed, basic navigation from Contact > related Accounts > related Opportunities > related attachments/chats/notes should be possible. No development beyond this is required in this first phase.
Once we have the above main records migrated and verified the data, we will then be looking to have a follow on project to develop Zoho CRM to meet our requirements including external integrations.
The records to be migrated are as follows:
Contacts (linked to related accounts)
Accounts (linked to related contacts)
Notes / Chats (linked to related accounts / contacts / opportunites)
Opportunities (linked to related accounts / contacts)
Leads (linked to related accounts / contacts)
Attachments (linked to related accounts / contacts / opportunites)
Cases (linked to related accounts / contacts)
We are happy to answer any questions or provide further information as required.
Inflight World Ltd
100% (22)Projects Completed
31
Freelancers worked with
24
Projects awarded
31%
Last project
6 Dec 2024
United Kingdom
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