![]() ![]() When you move the group name to a field, you can create views in Zoho that enable you to do the same job of groups in ACT. ![]() Zoho comes with some features that enable this to happen and the most important one out of those is Views, which means saved queries. It is very much possible to successfully convert the group information and keep it intact so that the users can still use the data they have in ACT. Just because Zoho does not have the group feature with the same name does not mean that you will end up losing any kind of data. You might just have to edit some of the alarms and recurring schedules.įor the data migration of groups, there is a different feature in Zoho. Additionally, the dates will also convert. You will end up getting the major information that will be just enough to continue working without any interruption or losing data. Hence, scheduling, recurrence, alarms will not come over as 100%. Here, it is key that the person doing the data migration is well aware of both the ACT and the Zoho data structure, otherwise, there is a good chance that you might lose some important data.Īs a system, you will find that ACT is much more detailed in Activities. If the data is getting manipulated in Excel correctly, you can be assured of a clean conversion. Other things such as notes, opportunities/potentials, and history come across the information while being presented in Zoho in a different manner. Although this should generally not be an issue, you might as well run into limits if you customize your ACT database extensively. This limit is 130 and it is divided by the field type. ![]() The only thing worth noting here is that Zoho limits the number of custom fields that can be added. Remember, if you set up all the fields in Zoho to match the fields in Act then mostly all of the data is likely to come across as fine and accurate. Being an Act user for many years, you might be used to the word companies, so you can stick to the same if you wish. If you wish, then you can change this name as well. In Zoho, companies are called accounts by default. Therefore, having an experienced Zoho implementation consultant is a prerequisite.įirstly, all the items that come straight across including the contacts, custom fields, or companies can be migrated cleanly. There are many people who can export data ACT, but only a few know how to migrate it. It is important that someone an experienced professional does this because that person will have the right tools and the knowledge to do the same. Therefore, any data that might not migrate can be edited to fit into Zoho fields and records. Now, the migration process includes a middle step of exporting all the data into Excel. The version of ACT does not matter here because data migration can be done from all versions. This means that all the important information of this organization including contacts, companies, notes, history, attachments, custom fields, activities, groups, or any other important data is uploaded on ACT. While explaining the scope of migration, we will shed some light on what gets migrated and all that you can expect once the conversion is done.īefore understanding the entire conversion, let us all assume that an organization is using everything in ACT. So, let’s begin: ACT to Zoho CRM: The ConversionĪn increasing number of organizations are willing for data migration from Act to Zoho CRM. In this blog, we will look at the conversion in detail and then the benefits that come from this data migration. The data migration done from ACT to Zoho CRM is extremely beneficial and puts the organization in a state of advantage. This is because organizations have consistently seen positive results as a result of this data migration. However, a considerable time after the launch of ACT and a substantial evolution being done, organizations are migrating from ACT to Zoho CRM. For many years, ACT CRM solutions have been industry leaders because of the simple fact that ACT invented the content management software back in the 1980s. Today, more and more organizations are realizing the implementation of CRM in improving their processes. ![]() Selecting the correct CRM application can have a substantial impact on an organization. ![]()
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