Your records and history
- Records keep their original numbers and dates
- Links stay in place, such as contacts to accounts or payments to invoices
- Attachments stay on their records
Move your data from any system
Changing your CRM, accounting, help desk or file storage? We can run the full migration for you, or support your own team through it, with a planning checklist, field mapping and tooling behind it.
For example: QuickBooks to Zoho Books, spreadsheets into Zoho CRM, one CRM or help desk to another.
Migration analysis: the plan you agree before anything movesYour report
Migration analysis
QuickBooks to Zoho Books · Prepared for Northwind Industries
What we foundRead-only scan, nothing changed
| Customers | 340 |
| Vendors | 85 |
| Products and services | 410 |
| Invoices | 9,800 |
| Bills | 4,100 |
| Attachments | 2,300 |
Recommended
Full detail from January 2023, opening balances before that
How a migration runs
Four steps, and you see the result of each one before the next begins.
A read-only scan
We connect to the system you're leaving and scan every record without changing anything, so the plan is based on what's really there.
A plan you agree first
A migration analysis sets out what we found, the approach we recommend and the few items that need a decision from you. Nothing moves until you've agreed it.
Fields and records mapped with you
Your modules, fields, picklists and the links between records are mapped to the new system and reviewed with you. We run the whole move, or guide your team through each step.
A reconciliation you sign off
We compare record counts and totals between the two systems, explain any expected differences and give you a report to sign off.
Reconciliation: the checks you sign offYour report
Reconciliation
Every check passed · Ready for your accountant to sign off
- Opening balances match the trial balancePassed
- Receivables aging matches to the pennyPassed
- Payables aging matches to the pennyPassed
- Every bank account matches at cutoverPassed
- Every record accounted forPassed
What carries over
Your history arrives the way you know it, whichever systems you're moving between.
Your setup
- Custom fields and picklists mapped to the new system
- Owners matched to the right people
- Statuses and stages translated to the new system's
Checks before you switch
- Record counts compared for every module
- Totals and balances checked wherever there are any
- Anything that can't move is in your plan, with what we do instead
Moving into Zoho? SecureSync can then sync your data with your other apps: your client portal, reports across every app and daily backups.
Security built in
Bringing your data together only works if it's kept safe, and if each client sees only their own.
How we protect your data- A database of your ownEach customer's data is kept apart, never in a shared table.
- Only their own recordsEach client sees their data, down to the field, and nothing else.
- Two-factor sign-inPortal users and your team can sign in with an authenticator app.
- A full audit logEvery change, sign-in, export and restore is recorded.
Plan your move with us
Book a call and we'll talk through your data, what moves and how we'd run it. Or start a 7-day free trial of SecureSync, with no credit card needed.
Have a question first? Send us a message