There are a few data migration tools out there on the market that provide direct API-to-API migration functionality. There are also middleware or iPaaS (integration platform as a service) tools that you can use as well. I would recommend the tools built for data migrations specifically as the iPaaS vendors will try to get you on a contract for a more extended period of time and since they are built for ongoing data syncs, they will be overly complex and difficult to understand for your use case. There will be a lot of functionality you don’t need but will be paying for.
In our opinion, you should take into account the data migration wizards available on the market that were created specifically for data migrating reasons as they will be easier to use. The primary distinction between these programs that you should be aware of is that some of them will require you to manually construct each custom field, which will take a lot of time and account for half of the migration. Others can have the custom fields created for them by the tool, saving them a ton of time and making their time much more valuable. Ensure that you check.
Trujay has a data migration wizard app and even an additional option with guided support to ensure your mapping, testing, QA, delta migration goes smoothly. With it, your Salesforce to Zoho data migration will become much easier.
Run as many free random samples as you'd like using Trujay's migration app. The goal is to keep experimenting with the mapping until the sample data is displaying precisely as you want it to. Don't worry about filling up your Zoho with sample data because each sample you run will overwrite the one before it. Once the mapping is to your satisfaction, you can proceed with the entire migration and submit payment.
Therefore, this choice exemplifies "doing it the correct way." Although the preceding options aren't necessarily wrong, doing it this way will free you up to concentrate on training and setting up Zoho, which is something you should be doing, as well as your business operations. Finding a business that specializes in data migrations and is intimately familiar with both Salesforce and Zoho can ensure a smooth transition and save you countless hours.
With a custom migration, you might have a CRM implementation partner where they have fit this into their entire onboarding plan with you. This option is the most valuable in our opinion, because trying to adopt Zoho on your own and not optimizing all of its features can slow down the investment you are making. Time to value with your investment in Zoho is key if your true ambition with your business is growth.
You have more time to think about things like cleaning up fields and properties, consolidating pipelines or processes, automating procedures, etc. when a project manager is guiding you through the full Salesforce to Zoho integration process. Better yet, the project manager can offer advice on how to convert text fields into dropdown fields so you can report the data points you gather more correctly.
You have options
To wrap up
You have options. Depending on your timeline, budget, bandwidth, etc. you can find a solution for you and your teams.
Just keep in mind, if you are looking to migrate Salesforce to Zoho on your own, having some support or a resource with some experience will only help you. You are migrating data from one software architecture into another and not everything will be 1 for 1. That extra level of guidance will get Zoho up to speed faster and a lot further down the road.
If you ever would like to discuss your conversion between Salesforce to Zoho, please feel free to contact us here for a quick call.