The client needed to migrate from one Zoho portal to another while preserving the working structure of the database. The main risk was not just in importing files, but in correctly transferring contacts, contracts, and the relationships between them.
We prepared the data for migration, imported contacts and contracts into the new Zoho CRM portal, configured field mapping, and verified that the relationships between records were accurately recreated.
As a result, the team received a ready CRM database in the new portal without manual restoration of the structure and could continue working with current contacts and contracts.
Website: https://cubeonline3d.com/
#Zoho #ZohoCRM #CRM #DataMigration #DataTransfer #DigitalServices #3DTours #GoogleMaps #GoogleBusinessProfile #Contacts #Deals #CRMForBusiness #Automation #ClientDatabase
We prepared the data for migration, imported contacts and contracts into the new Zoho CRM portal, configured field mapping, and verified that the relationships between records were accurately recreated.
As a result, the team received a ready CRM database in the new portal without manual restoration of the structure and could continue working with current contacts and contracts.
Website: https://cubeonline3d.com/
#Zoho #ZohoCRM #CRM #DataMigration #DataTransfer #DigitalServices #3DTours #GoogleMaps #GoogleBusinessProfile #Contacts #Deals #CRMForBusiness #Automation #ClientDatabase