Import Zoho CRM data to Salesforce
Use this package if you need to migrate Zoho CRM data to Salesforce.
This package contains a number of tasks, which load data from Zoho CRM entities to corresponding Salesforce entities. It includes tasks for the following entities:
| Zoho CRM | Salesforce | |
|---|---|---|
| Accounts | Account | |
| Contacts | Contact | |
| Campaigns | Campaign | |
| Products | Product2 | |
| PriceBooks | PriceBook2 | |
| Leads | Lead | |
| Potentials | Opportunity | |
| Calls | Task |
Requirements
To use this package, you need to:
- Select or create connections: Zoho CRM connection for Source and Salesforce connection for Target.
- If you don't want to migrate data from all the available entities, but just from some of them, you can simply delete unnecessary tasks. For this, point to the task and click Delete. But please note that some tasks may relate to other tasks (have relation mapping involving objects from other tasks), and thus, you may need to fix their mapping if you delete their "parent" tasks from the package.