Switching tools should never mean losing years of customer history. Nuagix plans and executes your data migration to Zoho, whether it comes from another CRM, accounting software, a marketing platform or Excel spreadsheets, while minimizing disruption to your business. Here’s how a migration works depending on the tool you’re leaving.
Our migration process
- A planned migration, not an improvised one — before any transfer, Nuagix analyzes the structure of your current data, identifies duplicates and inconsistencies, and plans a migration that preserves the integrity of your information.
- Business continuity during the transition — the migration is planned to minimize disruption, often carried out outside critical periods or in stages, so your teams can keep working normally.
- Data cleanup and structuring — migration is also a chance to clean up your data: removing duplicates, standardizing fields and structuring everything to take full advantage of Zoho’s capabilities.
Migrating from HubSpot to Zoho
Companies leaving HubSpot often do so to cut licensing costs, which climb quickly as contact counts grow. Nuagix transfers your contacts, deals and pipeline stages to Zoho CRM, and rebuilds your marketing lists and automations in Zoho Marketing Plus or Zoho Campaigns. Interaction and email history is preserved so your sales team doesn’t start from scratch.
Migrating from Salesforce to Zoho
Salesforce is powerful, but its complexity and per-user cost push many SMBs to move to Zoho One. Nuagix maps your Salesforce custom objects, workflow rules and reports, then recreates them in Zoho CRM with equivalent fields and automations. Accounts, contacts, opportunities and activity history are migrated with rigorous quality control, module by module if your Salesforce setup is complex.
Migrating from QuickBooks to Zoho Books
Accounting migration is the most sensitive, since it affects your financial statements. Nuagix transfers your chart of accounts, customers and vendors, open invoices and transaction history to Zoho Books, while respecting your GST/QST compliance obligations. A reconciliation is performed before the final cutover to make sure balances match your QuickBooks books exactly.
Migrating from Monday.com to Zoho Projects
Teams using Monday.com for project management usually move to Zoho Projects to benefit from its native integration with Zoho CRM and invoicing. Nuagix transfers your boards, tasks, timelines and progress statuses, and rebuilds your follow-up automations in the Zoho environment.
Migrating from Mailchimp to Zoho
Your Mailchimp contact lists, segments and campaign history are transferred to Zoho Campaigns or Zoho Marketing Plus, and your newsletter automations are rebuilt. The advantage: your marketing data lives in the same CRM as your sales data, for unified tracking of the customer journey.
Migrating from an Excel spreadsheet or a custom system
Many freelancers and small businesses still manage their customers in Excel or in a homegrown system. These migrations often require the most cleanup: standardizing formats, removing duplicates accumulated over the years and structuring data so it’s usable in a CRM. Nuagix handles it all, from the initial cleanup to the final import into Zoho.
Zoho migration FAQ
How long does a data migration take?
It depends on the volume and cleanliness of your data. A simple migration from a spreadsheet can take a few days, while a Salesforce or QuickBooks migration with several years of history can span a few weeks.
Could I lose data during the migration?
No. Nuagix always keeps your original system active until the migration has been validated with you. Quality control is performed before the final cutover.
Can I keep using my old tool during the transition?
Yes. The migration is planned to minimize disruption, often running in parallel or in stages, so your teams can keep working normally during the transition.
Is the cost of migration included in the implementation?
Migration is part of the hours billed under our 2026 rate schedule. See our Zoho One implementation pricing page for detailed ranges.
Whatever tool you’re leaving, contact Nuagix for a free migration assessment, or explore our end-to-end support as a Zoho Premium Partner in Quebec.
Migrating from CentrixOne (Cone)? We have a dedicated guide: CentrixOne to Zoho One migration.