CentrixOne migration: transfer your CRM data without losing anything

A CentrixOne migration means extracting all the data from a CentrixOne account — accounts, contacts, deals, activities, emails, marketing campaigns, custom fields and automations — and rebuilding it in a new CRM platform without disrupting operations. Nuagix, a Zoho Premium Partner in Quebec since 2019, carries out these migrations to Zoho One using a rapid migration tool designed to reproduce existing configurations rather than reinvent them.

Why businesses are migrating off CentrixOne right now

CentrixOne is a CRM designed in Quebec, hosted in Canada, used by hundreds of SMBs and distributed notably to Acomba and QuickBooks users.

Following the merger of CentrixOne and Boom CRM, the combined company announced its new name, Cone, on July 11, 2025, along with a completely rebuilt CRM platform. CentrixOne subscribers have since received a notice asking them to transition within a set time frame.

An imposed deadline forces a decision: follow the proposed transition, or use the moment to evaluate a different platform. Either way, the technical question is the same — how do you move years of configuration without breaking everything?

If you received that notice, the deadline it states becomes your real project timeline. It determines how much time you have to extract, validate and rebuild your data.

What carries over in a CentrixOne to Zoho One migration

In CentrixOne	Zoho equivalent	Migration notes
Accounts	Zoho CRM — Accounts	Deduplication required before import
Contacts	Zoho CRM — Contacts	Link to the correct account must be validated
Opportunities and pipeline	Zoho CRM — Deals	Pipeline stages are recreated one by one
Activities, notes, calls, appointments	Zoho CRM — Activities	History is preserved with its original dates
Custom fields	Zoho CRM custom fields	Field types must match (picklist, date, currency…)
Campaigns and newsletters	Zoho Campaigns / Marketing Automation	Consent and unsubscribe statuses must carry over
Automations and sequences	Workflows, Blueprint, Zia	Rebuilt; they can’t be exported as is
Documents and attachments	Zoho WorkDrive / linked files	Volume to plan for
Accounting link (Acomba, QuickBooks)	Zoho Books or connector	Validate early in the project
Users, roles and permissions	Zoho users and profiles	A chance to clean up inactive access

The six steps of a successful CentrixOne migration

1. Inventory. Identify the modules actually in use, custom fields, active automations and existing integrations. This is where you find out what’s still useful and what’s been gathering dust for three years.
2. Extraction. Export the CentrixOne data into structured files, module by module, keeping the IDs that link records to one another.
3. Cleanup and mapping. Deduplicate, standardize formats (dates, phone numbers, provinces) and build the mapping table between each source field and its destination.
4. Configuration rebuild. Recreate the equivalent modules, fields, pipelines, roles and automations in Zoho — before importing a single row of data.
5. Import and validation. Load into a test environment, compare totals (number of accounts and contacts, pipeline value) and fix issues before the actual cutover.
6. Cutover and support. Switch teams over, train users and keep the old environment in read-only mode for the agreed period.

The most common pitfalls

• Duplicates. A CRM that’s several years old almost always contains duplicate contacts. Migrating without cleaning up means paying to move the mess.
• Automations. No platform exports its automations to another. They get documented, then rebuilt. It’s often the longest part of the project.
• Consents. Unsubscribe statuses and proof of consent must follow the contacts. It’s a requirement of Quebec’s Law 25 (and of CASL for commercial messages), not a technical detail.
• Email history. It can be migrated, but its volume can multiply the transfer time. Decide early: all of it, or the last 24 months.
• The accounting link. If CentrixOne was connected to Acomba or QuickBooks, the quote → invoice chain has to be rethought in the new platform.
• Timing. A migration planned three weeks before the deadline costs more and leaves less room for validation than one planned three months ahead.

How long does a CentrixOne migration take?

It depends on volume and complexity, but here’s the typical range we’ve seen on our projects:

• Simple CRM (contacts, accounts, pipeline, few custom fields): a few days to two weeks.
• CRM with automations and marketing campaigns: three to six weeks.
• CRM connected to accounting or third-party tools: six to ten weeks.

These timelines include validation, not just the technical transfer. A raw import can be done in a few hours — it’s verifying the data and rebuilding the business rules that takes time.

Why trust Nuagix with your CentrixOne migration

Nuagix has been a Zoho Premium Partner in Quebec since 2019, with more than 350 implementations and more than 250 optimizations for existing clients, including SMBs, self-employed professionals, nonprofits and multi-site networks. The company won the Sales Achievement award at the 2024 Zoho Partner Awards.

• A rapid CentrixOne to Zoho One migration tool, designed to reproduce your current configurations in the new environment, within the time frame set by the notice you received.
• Your data, your fields, your configurations: transferred, not reinvented.
• A transition with no downtime for your operations, on a timeline aligned with your deadline.
• A Quebec-based team, working in French, with data hosted in Canada and an approach that supports your compliance with Quebec’s Law 25 and Bill 96 (Charter of the French language).
• An account manager from the CentrixOne world, François Gagnon, who knows the original platform and its vocabulary.

Learn more: Zoho vs CentrixOne comparison, migrating to Zoho, Zoho CRM for SMBs, Zoho One, Zoho implementation and client testimonials.

Or email us at support@nuagix.ca for a quick response.

CentrixOne migration FAQ

Can I export my data from CentrixOne?

Yes. The data in a CentrixOne account — accounts, contacts, deals, activities and marketing lists — can be extracted into structured files, module by module. That’s the first step in any migration. Automations can’t be exported: they get documented and then rebuilt in the new platform.

Has CentrixOne become Cone?

Yes. Following the merger of CentrixOne and Boom CRM, the combined company announced its new name, Cone, on July 11, 2025, with a rebuilt CRM platform and an integrated marketing suite.

Which platform should I migrate to if I leave CentrixOne?

It depends on your actual needs. Nuagix handles migrations to Zoho One, a suite that brings together CRM, marketing, invoicing, projects and customer service in a single subscription, with data hosted in Canada. A scoping meeting lets you confirm it’s the right choice before committing to anything.

Will I lose my sales history when I migrate?

Not if the migration is planned. Won and lost deals, activities and notes carry over with their original dates. History gets lost when a migration is rushed and only active contacts are brought over.

How long does a CentrixOne migration take?

From a few days for a simple CRM to about ten weeks for an environment connected to accounting and complex automations. The deciding factor isn’t data volume but the number of business rules to reproduce.

Do we have to stop operations during the migration?

No. The rebuild happens in a parallel environment. Teams keep working in the old tool until cutover, which is usually scheduled for a weekend or a quiet period.

What if CentrixOne was connected to Acomba or QuickBooks?

The accounting link has to be rethought from the inventory stage onward. Zoho One includes Zoho Books, and connectors exist for the main accounting packages. It’s one of the first points to validate in the scoping meeting.

Is the CentrixOne migration compliant with Law 25?

Consent and unsubscribe statuses carry over with the contacts, data is hosted in Canada and access is reconfigured along the way. Nuagix documents these elements as part of the project to support compliance with Quebec’s Law 25 and Bill 96 (Charter of the French language).

How we get started

1. Free 30-minute Zoom meeting. We look at your current situation, your pain points and what you want to fix.

2. Written plan within 48 business hours. Scope, timeline and budget, by email. No commitment on your part.

3. Implementation. For an SMB with 5 to 15 employees, Zoho CRM is usually live in 3 to 5 weeks.

Book the Zoom meeting

Zoho Premium Partner since 2019 — accreditation verifiable in the official Zoho directory, under our legal name Services administratifs Nuagix.