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Salesforce to Zoho CRM Migration

Migrated more than 2 million records from Salesforce to Zoho CRM while Salesforce stayed live for day-to-day work.

How the data moves—and what can fail.

Salesforce needed to remain active during the initial move to Zoho CRM so day-to-day operations could continue while the migrated data was validated.

Project flow
  1. Salesforce export

    Structured exports across six related modules

  2. Clean and map

    Deduplication, normalisation, field mapping, and custom fields

  3. Staged Zoho import

    Initial load while Salesforce remained operational

  4. Validated records

    Relationships and source record IDs preserved for reconciliation

How failures are handled

  • Salesforce record IDs preserved for traceability and later attachment work
  • Module relationships checked to maintain referential integrity
  • Required fields, dates, and picklist values normalized before import
  • Staged migration kept day-to-day CRM operations available during validation
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