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Zoho to HighLevel (Migration Guide)
Frequently Asked Questions: Migrating from Zoho to HighLevel

• What key components should I migrate from Zoho to HighLevel?
• You should migrate the following components to ensure a smooth transition: Contacts, Users, Calendars, Opportunities, Forms, Contracts, Sites, Automations, and Analytics. It's crucial to address each of these elements to maintain data integrity and functionality in HighLevel.
• How do I export contacts from Zoho, and what preparation is required before importing them into HighLevel?
• In Zoho, go to Setup, then Data Administration, and select Export. Choose Contacts, select the fields you want to export (including email or phone number), and download the CSV file. Before importing into HighLevel, ensure date formats are in YYYY-MM-DD, use UTF-8 character encoding, clean up any special characters, and recreate any custom fields in HighLevel under Contacts > Settings > Custom Fields.
• What is the process for migrating users from Zoho to HighLevel, and what do I need to consider?
• Export user data from Zoho via Setup > Data Administration > Export, selecting the necessary fields. Unlike contacts, users need to be manually added in HighLevel by navigating to Settings > Team > + Add Employee. When adding users, consider the user type and role (agency or sub-account user, admin or regular user) and assign appropriate permissions and subaccounts. Breakdown users by teams to efficiently copy permissions across users in HighLevel.
• How do I migrate calendars from Zoho Bookings to HighLevel?
• Export appointment data from ZohoBookings via Setup > Data Administration > Export. Then, manually recreate calendars in HighLevel under Sub-account Settings > Calendars. You'll need to reconfigure calendar settings, user assignments, meeting locations, and integrations. Calendar Syncing can be added in Subaccount Settings > Calendars > Connections.
• What's involved in migrating opportunities and pipelines from Zoho Deals to HighLevel?
• Export deals data from Zoho using the export function in the Deals module (Setup > Data Administration > Export > Deals). Recreate pipelines in HighLevel under Opportunities > Pipelines > + Add Pipeline, mirroring the stages and custom fields from Zoho. Prepare your Zoho export as a CSV and then import it into HighLevel.
• How do I move forms and contracts from Zoho to HighLevel?
• For Zoho Forms, manually export form responses as CSV files. In HighLevel, navigate to Sites > Forms and rebuild each form, matching the fields and labels from Zoho. Configure form actions in HighLevel to replicate Zoho functionality. For Zoho Contracts, download copies of your contracts. Recreate these in HighLevel under Payments > Documents & Contracts, adding custom fields, text, and signature elements.
• What are the steps for migrating a website from Zoho Sites to HighLevel?
• Since there's no direct export option from Zoho Sites, you must manually copy website content. Save HTML/CSS files or download media files. In HighLevel, go to Sites > Funnels or Sites > Websites and recreate each page, replicating the content, media, and SEO settings. After the site is rebuilt, disconnect the domain from Zoho and connect it to HighLevel under Settings > Domains > Add Domain.
• How do I migrate automations and analytics from Zoho to HighLevel?
• For Zoho Automations, document all workflow rules, autoresponders, and lead scoring rules by navigating to Setup > Automation. In HighLevel, recreate these automations under Automation > Workflows, setting up similar triggers and actions. Replicate lead scoring in Subaccount Settings > Manage Scoring > + Add New Rule. For Zoho Analytics, manually export data. In HighLevel, recreate reporting in Dashboard Widgets to match Zoho analytics (Pro Plan Users Only).