How To Migrate Data From Hubspot To Zoho Crm

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As businesses continue to evolve, it is common to encounter the need to transition from one CRM platform to another. One such transition that is frequently made by businesses is transferring data from HubSpot to Zoho CRM.

In this blog post, we’ll walk you through the process of migrating your data from HubSpot to Zoho CRM, ensuring a smooth transition with minimal disruption to your operations. Let’s dive in!

1. Export Data from HubSpot

The first step in migrating data to Zoho CRM is exporting it from HubSpot. Here’s how to do it:

  1. Go to your HubSpot dashboard and navigate to ‘Settings’.
  2. Select ‘Data Management’ under ‘Data Privacy and Security’.
  3. Click on ‘Export a Backup of your Data’ and select the data you want to export.
  4. Click on ‘Export Data’. You will receive an email when the export is ready.

2. Prepare your Data for Import to Zoho CRM

Once you’ve exported your data, you’ll need to ensure it’s in the correct format for import into Zoho CRM. Zoho CRM supports importing data in .CSV format. Here’s what you need to do:

  1. Open the exported file in a spreadsheet editor like Excel.
  2. Ensure the column headers match the field names in Zoho CRM.
  3. If necessary, re-arrange or rename the columns to match the field order and names in Zoho CRM.
  4. Save the file in .CSV format.

3. Import Data into Zoho CRM

With your data prepared, you can now import it into Zoho CRM. Here’s how:

  1. Log into your Zoho CRM account and navigate to the ‘Setup’ page.
  2. Click on ‘Data Import & Export’ under ‘Data Administration’.
  3. Select ‘Import Leads’ and upload your .CSV file.
  4. Map the fields in the CSV file with the corresponding fields in Zoho CRM.
  5. Click on ‘Import’ to begin the import process.

Note: If you run into any issues during the import process, Zoho CRM provides detailed error reports that can help you identify and rectify the problem.

Conclusion

Migrating data from HubSpot to Zoho CRM may seem like a daunting task, but with this guide, the process becomes straightforward and stress-free. Remember, proper preparation and attention to detail during the data preparation stage can make the import process a breeze. Happy migrating!