How to import data to transfer your business processes from Zoho CRM to Zoho Bigin

1. Introduction

Zoho CRM and Zoho Bigin are two powerful and renowned customer relationship management tools from Zoho, each designed to serve different needs and audiences.

• Zoho CRM is suitable for larger, more complex businesses.
• Zoho Bigin is lightweight and tailored for small businesses or sales teams just starting out.

In some cases, businesses use both tools to optimize their customer management processes. For example, Zoho CRM can manage the overall database, while Zoho Bigin is used to segment customers by region, district, or other criteria.

Transferring data from Zoho CRM to Zoho Bigin is essential in such scenarios. However, Zoho Bigin doesn’t allow direct integration with Zoho CRM for data synchronization. Instead, you’ll need to perform this process manually.

Below is a step-by-step guide to export data from Zoho CRM and transfer it to Zoho Bigin.

2. Detailed steps

Step 1: Export data from Zoho CRM

Log in to Zoho CRM and review your data to remove duplicates and ensure accuracy.

Click on the Setup option in the top-right corner.

Navigate to Data Administration > Export.

Click Start an Export to begin.

Select the module to export data from. For syncing business processes, choose the Deals module.

Leave Deals Custom View and Fields at their default settings to include all necessary data.

Click Export to download a CSV file.

Step 2: Verify and edit the data file

Even if you’ve already reviewed the data, double-check the exported file to ensure compatibility between the two platforms.

Open the file in Excel and ensure each field is organized into a column, e.g.: 

Column for “Remark” (notes). Even if empty, ensure this field exists in Zoho Bigin to prevent conflicts.

Ensure the CSV file uses UTF-8 encoding to avoid character issues.

If everything is accurate, you can skip this step and proceed.

Step 3: Import data into Zoho Bigin

Log in to Zoho Bigin and navigate to the Deals module.

Click Import Deals.

Upload the CSV file:

Click Upload and select the file from your computer, or drag and drop it directly into the browser window.

Choose Add as new Deals and click Next.

Map the fields:

• • Ensure columns in the CSV match fields in Zoho Bigin, e.g.:
    • Full Name → Name
    • Email → Email
    • Phone → Phone Number
  • Use Apply Auto Mapping for automatic field mapping or adjust manually if needed.

Click Next to proceed.

And confirm the import by clicking Yes.

Finally, click Finish to complete the import process.

3. Conclusion

The process of importing data to transfer business workflows from Zoho CRM to Zoho Bigin is straightforward and easy. You can also use these steps to transfer other data, such as Leads, Contacts, or Companies.

We hope this guide helps you migrate data smoothly and efficiently. If you need further assistance, feel free to reach out to BENOCODE for expert support!