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By its export file

Migration guide

Move your data from Zoho CRM

Zoho CRM does not accept requests from a browser on a key you can create, so its data comes across by its own export file. You drop the file, see how the columns map, and each record lands once.

What moves

What comes across

  • جهات الاتصال

    Lands in Calisto as جهات الاتصال · 5 fields

    جهات الاتصال والقيادات في نظام إدارة العلاقات مع العملاء

  • الحسابات

    Lands in Calisto as الشركات · 4 fields

    حسابات الشركات والمنظمات

  • عروض

    Lands in Calisto as عروض · 5 fields

    الفرص وخط أنابيب الصفقات

Export file

Exporting from Zoho CRM

  1. In Zoho CRM, open Setup → Data Administration → Export and click Start an Export.
  2. Choose the module (Contacts, then Accounts and Deals) and All fields, and export.
  3. Download the ZIP of CSVs from Export History (valid for seven days) and drop it below.

Up to 200,000 records per module per export.

Zoho CRM’s own help page

Before your first import you accept the Data Import Terms: you bring your own data with credentials you hold, and Calisto acts as your processor. Calisto never contacts the vendor for you and never sees your key. Read the terms