Zoho Data Migration Services — Move Your Data Safely to Zoho
Zoho data migration services from Infobyd move your customers, leads, deals, items and accounts data into Zoho without losing it or mixing it up. We bring data from Excel, Tally and other CRMs into Zoho CRM, Zoho Books, Zoho Inventory and Zoho Creator. As a Zoho Advanced Partner, we clean, map, test and check every import with you.
Infobyd Software Solutions is a Zoho Advanced Partner based in India that migrates business data to Zoho for businesses in India and abroad. We move data from Excel sheets, Tally and other CRMs such as HubSpot or Pipedrive into Zoho apps. We clean the data first, test the import, and match the totals with you before go-live.
- 4.3 on Google (74 reviews)
- 4.8 on Zoho Partner Directory
Why choose Infobyd as your Zoho partner
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Zoho Advanced Partner certified in Zoho CRM, Creator and Marketing Automation.
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1240+ clients served since 2016, in India and abroad.
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Since 2012 our CEO has worked with Zoho since 2012.
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4.3 Google rating from 74 reviews in Indore.
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Indore and Patna offices, with online support across India and abroad.
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24x7 support for clients after go-live.
When do you need a data migration partner?
You need one when your old data is too important to lose. Three signs:
Your data is spread across many files
Customer lists, price lists and follow-up notes are in different Excel sheets, with duplicates and missing details.
You are moving accounts from Tally to Zoho Books
Opening balances, customers, vendors, items and pending invoices must match exactly.
You are leaving another CRM
Years of leads, deals, notes and history need to come across with the right links between them.
Where can we move your data from?
Excel and Google Sheets
Customer lists, leads, products, price lists, stock lists
Tally
Customers, vendors, items, opening balances and pending invoices, moved into Zoho Books or Zoho Inventory. Zoho Books has its own Tally migration guide, and we follow it with extra checks.
Zoho BooksOther CRMs
HubSpot, Pipedrive, Freshsales and others. Zoho CRM's own migration tool supports many CRMs, and we handle the planning, cleaning and checks around it.
Old custom software
Any system that can export data to CSV or Excel files
Migrate to Zoho CRM: what we move
When you migrate to Zoho CRM, we can bring across:
Leads, contacts and accounts (companies)
Deals with their stage, value and owner
Notes, activities and history, where your old system allows export
Products and price lists
Attachments, where possible (we check this case by case) We keep the links between records — so a contact stays connected to the right company and deal. Zoho CRM →
Our migration process
Your data moves in six careful steps, and you check it before your team starts using Zoho.
Check your data
We look at your old files or system, count the records and list the problems.
- Records counted
- Duplicates found
- Blank fields found
- Wrong formats found
You get: a short list of problems to fix before the move.
Map the fields
We make a mapping sheet that shows where each old field goes in Zoho. You approve it.
- Each old field matched to a Zoho field
- Links between records kept, such as contact to company
- Sheet shared with you to approve
You get: a field-mapping sheet that you approve.
Clean the data
We fix the data before it goes into Zoho, and fill key gaps with your help.
- Duplicates removed
- Phone numbers and dates fixed
- Key gaps filled with your help
- A copy of the original export kept
You get: clean, de-duplicated data, ready to import.
Test import
We import a small sample first and check it with you.
- A small sample imported
- Checked with you
- Mapping fixed if needed
You get: proof that the import works before the full move.
Full import and check
We import everything, then match record counts and key totals with your old system.
- All records imported
- Record counts matched
- Key totals matched, such as opening balances
- Tally data checked in Zoho Books or Zoho Inventory
You get: a migration report: records moved, records skipped and why.
Sign-off
You confirm the data is correct before your team starts using Zoho.
- You check the data
- Your old system left as it was
- We never delete data in your old system
- You remove our access after the project
You get: confirmed data in Zoho, so your team can start work. Migration can also be part of a full Zoho implementation.
What you get
A field-mapping sheet for your records
Clean, de-duplicated data in Zoho
A migration report: records moved, records skipped and why
A check of key totals with your team
Your original data left as it was — we do not change your old system
Which Zoho apps do we migrate data into?
Click an app to see what it does and how we set it up.
Keeping your data safe
We work only with the access you give us, and we ask you to remove it after the project.
We keep a copy of the original export so nothing is lost.
We never delete data in your old system. We sign an NDA (non-disclosure agreement) when needed and follow a written data-handling process.
Zoho data migration for businesses worldwide
We move data into Zoho for businesses in many countries — from spreadsheets, old CRMs or local accounts software. Tally to Zoho Books moves are common for our clients in India.
Countries we serve
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IN
India Indore head office and Patna, with clients across the country.
- AE
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CA
Canada all provinces.
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ZA
South Africa Johannesburg, Cape Town and more.
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NZ
New Zealand Auckland, Wellington and more.
How we work across countries
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Your time zone
we plan the final switch-over at a quiet time in your week, such as after office hours in your time zone, so daily work is not stopped.
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Your currency
we can bill in your currency, such as INR, USD, AED, CAD, ZAR or NZD.
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Your data centre
we import your data straight into the Zoho data centre your account uses (India, US, Europe, Canada, Australia, UAE and more), and do not keep extra copies outside the project.
Our work, in our clients' words
Real case studies, client reviews and guides linked to this page.
Case studies
All case studiesCurefit
Challenge: Assets and staff of four entities were managed in Excel sheets.
One Creator app tracks every asset from stock to scrap.
Read case study Software (AI for accounting firms)Docyt
Challenge: Leave, time, reviews and payroll were handled by hand in separate tools.
All HR work in Zoho People, with staff self-service.
Read case study Events and exhibitions · Ontario, CanadaNational Event Management
Challenge: Agents tracked many events, products and custom contracts by hand.
Contracts, payments and CRM records now update on their own.
Read case studyWhat our clients say
Copied as written on infobyd.com. See all clients
Infobyd has successfully migrated all the E-mail data into ZOHO from three different servers
Highly recommended for future projects.
Very hard working and supportive team.
They are highly responsive, skilled at their jobs and very flexible in order to meet at the client's requirement.
From our blog
All postsFrequently asked questions
Can I move my data from Excel to Zoho CRM?
Yes. Excel data can be imported into Zoho CRM. The key work is cleaning the data and mapping each column to the right field, so the result is useful. We do this for you and check it before go-live.
Can I migrate from Tally to Zoho Books?
Yes. Zoho Books supports migration from Tally, including customers, vendors, items and opening balances. We plan the move, often at a clean cut-off date like a month-end or year-end, and match the balances with your accountant.
Can I migrate from HubSpot or another CRM to Zoho CRM?
Yes. Zoho CRM supports migration from many CRMs, including HubSpot, Pipedrive and Freshsales. We plan the mapping, move the data and check that records stay linked.
Will I lose any data during migration?
Not if the migration is planned and checked. We test with a sample first, keep a copy of your original data and match counts after the full import.
How long does data migration take?
It depends on the amount of data, how clean it is and how many systems it comes from. We share a clear plan after we check your data.
Move to Zoho without losing a single record
Share what you use today. We will check your data and suggest a safe migration plan.
- Free first call with a Zoho consultant
- Clear plan and quote – no hidden surprises
- Zoho Advanced Partner · 1240+ clients served