Migrate from Zoho

Documentation Index

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This guide walks you through migrating your Zoho CRM data to Knowlix. Before you start, make sure you have admin access to your Zoho CRM account — only admins can access the Export option under Data Administration.

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What You Can Migrate

Zoho CRM stores data in separate modules. You can export each module individually:

• Leads — prospective customers who have shown interest
• Contacts — individual people linked to accounts
• Accounts — companies or organizations
• Deals (Opportunities) — active and closed sales opportunities
• Activities — calls, tasks, and meetings
• Notes — text notes attached to records
• Custom fields — any additional fields you have configured

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Step 1: Export Your Data from Zoho CRM

Zoho exports each module as a separate CSV file. You will need to repeat this process for each module you want to bring into Knowlix (e.g., Leads, Contacts, Accounts, Deals). To export a module:

1. Sign in to Zoho CRM as an admin
2. Click the gear icon (⚙) in the top-right corner to open Setup
3. Under Data Administration, click Export
4. Select the module you want to export from the dropdown (e.g., Contacts)
5. Optionally set a criteria (e.g., filter by Created Time) to narrow down records
6. Click Export — Zoho will prepare a .zip file containing your CSV
7. Once ready, click the download link to save the file to your computer

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Export Limits

If you have more than 200,000 records in a single module, split the export by date. For example:

• Export 1: Created Time is before Jan 1, 2023
• Export 2: Created Time is after Jan 1, 2023

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Exporting Notes Separately

To export notes attached to records:

1. Go to Setup > Data Administration > Export
2. Click the Notes tab
3. Select the module whose notes you want to export
4. Click Export Notes — a CSV file will download (max 3,000 at a time)

Official Zoho CRM export documentation: Export CRM Data — Zoho Help Center

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Step 2: Upload to Knowlix

Once you have your CSV files from Zoho:

1. Go to Settings > Import in Knowlix
2. Select Zoho CRM as the source platform
3. Upload your exported CSV files one module at a time
4. Knowlix will automatically detect the module type and map the columns

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Step 3: Review & Confirm

Before the import is finalized, Knowlix shows you a field mapping preview. Here you can:

• Verify that Zoho columns (e.g., “Last Name”, “Account Name”) are correctly matched to Knowlix fields
• Correct any mismatches by using the dropdown to reassign columns
• Choose whether to skip or import records with missing required fields
• Click Confirm Import to start the migration

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Need Help?

Contact us at support@knowlix.ai or ask your AI Teammate directly inside the app.