![]() It is a good idea to create an Accounts import, either from the Act! Companies module or by extracting Company information from the Act! Contact records. Zoho’s equivalent is the Accounts module. We often only import Open Opportunities, not Closed ones.Īct! instituted a Companies module about 12 years ago and not all customers use it. It is important to use the same Opportunity Stages in both systems. Migrate to Zoho (Deals, Potentials, Opportunities – this module can have many names). We generally ignore Act! history types of “Access Changed”, “Field Changed”, etc. We usually map Act! call to Zoho Calls, Act! Meetings to Events and Tasks to Tasks. Zoho has an Activities modules and there are three kinds of Activities in Zoho Calls, Events and Tasks. These notes should be converted to plain text before import. Act! stores these notes as rtf (Rich Text Format). You may want to separate your Act! Contacts into Contact and Leads. Zoho also has a Leads module which Act! does not have. This tables lists the most commonly used Act! Modules, with some special considerations about importing these modules into Zoho. Most CRM systems have similar module structures but each is a little different. We’ll choose Act! as your source data for exemplary purposes. “”.Īn example – Migrating from Act! to Zoho CRM Zoho can handle almost any format but it helps greatly if all of your date fields are in a similar format, i.e. Dates need to be in a Zoho friendly format.The choice depends mostly on the amount of “old” user data you are importing. You can import the old user names into Zoho as inactive users or you can map all old users to a current user account. ![]() User mapping – your old CRM system may have records or activities entered by ex-employees who will not be users of the old system.An example is a Deal with a stage of “Sold” but the Zoho pick says “Closed – Won”. Make sure your pick list (drop-down) fields have the same values as your incoming data. ![]() Additional records with the same value will not import.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |