Zoho to Stack

Welcome to your guide for migrating data and functionalities from Zoho’s suite of applications to Stack. This guide will help ensure a smooth transition, retaining key data, automations, and workflows while taking full advantage of Stack’s integrated marketing and CRM capabilities.

Important: Make sure to migrate all of the following components when switching from Zoho to Stack:

1. Contacts
2. Users
3. Calendars
4. Opportunities
5. Forms
6. Contracts
7. Sites
8. Automations
9. Analytics

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Migrate Contacts

Step 1: Export Contacts from Zoho

1. Prep Contact Data for Export:

   • Recreate mailing lists and segments into tags for migration to Stack.

2. Export Zoho Data:

   • Navigate to Setup and select Data Administration. Choose Export, then Module > Contacts.

3. Select Fields to Export:

   • Choose fields from Custom View, All fields, or select specific fields. Ensure fields include either email or phone number.

4. Download Data:

   • Click Export. Once completed, download the CSV file.

Step 2: Prepare CSV for Stack Import

• Check Date Formats: Ensure all date fields are in the YYYY-MM-DD format.
• Encode Special Characters: Use UTF-8 encoding for special characters.
• Clean Up Data: Remove line breaks, emojis, and unnecessary characters.
• Recreate Custom Fields: In Stack, go to Contacts > Settings > Custom Fields to add necessary fields.

Step 3: Import Contacts into Stack

1. Log in to Stack: Navigate to the Contacts section.
2. Start Import Process: Click Import Contacts.
3. Upload CSV File: Select and upload your prepared CSV.
4. Map Fields: Match CSV fields to corresponding Stack fields.
5. Assign Tags and Lists: Apply tags and lists, such as “Zoho Import.”
6. Complete Import: Click Import to add contacts to your account.

Step 4: Review Imported Data

• Review: Ensure all data is accurate and complete.
• Create Smart Lists: Use migration-specific tags to recreate smart lists.
• Cross-Check with Zoho Data: Verify data accuracy with original Zoho data.

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Migrate Users

Step 1: Export Users from Zoho

1. Export Zoho Data:

   • Navigate to Setup and select Data Administration. Choose Export, then Module > Users.

2. Select Fields to Export:

   • Choose fields to export, ensuring inclusion of email or phone number.

3. Download Data:

   • Click Export and download the CSV file once completed.

Step 2: Prepare CSV for Stack Migration

• Check User Data: Ensure unique email IDs for all users.
• Breakdown Users By Teams: Organize users by teams and permissions.

Step 3: Manually Add Users to Stack

1. Add User: Go to Settings > Team and click + Add Employee.
2. Set User Type and Role: Assign appropriate roles and permissions.
3. Add Remaining Users: Clone permissions for consistency.

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Migrate Calendars

Step 1: Export Appointments from Zoho

1. Export Zoho Data:

   • Navigate to Setup and select Data Administration. Choose Export, then Module > Appointments.

2. Select Fields to Export:

   • Choose fields to export.

3. Download Data:

   • Click Export and download the CSV file once completed.

Step 2: Recreate Zoho Calendars in Stack

1. Create Stack Calendars:

   • Go to Settings > Calendars and set up calendars similar to ZohoBookings.

2. Add Calendar Integrations:

   • Navigate to Settings > Calendars > Connections to sync calendars.

3. Preview and Test:

   • Ensure the new setup matches your current booking system.

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Migrate Opportunities & Pipelines

Step 1: Export Deals from Zoho

1. Export Zoho Data:

   • Navigate to Setup and select Data Administration. Choose Export, then Module > Deals.

2. Select Fields to Export:

   • Choose fields to export, ensuring inclusion of email or phone number.

3. Download Data:

   • Click Export and download the CSV file once completed.

Step 2: Recreate Pipelines in Stack

1. Log in to Stack: Go to Opportunities > Pipelines > + Add Pipeline.
2. Add Custom Opportunity Fields: Create fields similar to Zoho Deals.

Step 3: Import Opportunities

1. Prep CSV Data: Ensure it meets Stack’s requirements.
2. Add Opportunities to Stack: Import and map fields accordingly.

Step 4: Verify Data

• Review Data: Ensure accuracy and completeness of imported data.

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Migrate Forms

Step 1: Export Forms from Zoho

1. Log in to Zoho Forms: Access your account.
2. Export Form Responses: Manually export form structures and responses.

Step 2: Recreate Forms in Stack

1. Create Forms in Stack: Go to Sites > Forms and create new forms.
2. Configure Form Actions: Set up automated actions to replicate Zoho functionality.

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Migrate Contracts and Documents

Step 1: Export Documents from Zoho

1. Log in to Zoho: Select the Contracts tab.
2. Download Contracts: Manually download contract structures.

Step 2: Recreate Contracts in Stack

1. Create Contracts in Stack: Go to Payments > Documents & Contracts and create new documents.
2. Configure Document Actions: Set up document actions to replicate Zoho functionality.

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Migrate Websites

Step 1: Export Website Content from Zoho Sites

1. Log in to Zoho Sites: Access your account.
2. Export Website Content: Manually copy content, save HTML/CSS, and download media files.

Step 2: Rebuild Website in Stack

1. Rebuild Site in Stack: Go to Sites > Funnels or Sites > Websites and recreate pages.
2. Disconnect your Domain(s) from Zoho: Remove domains from Zoho.

Step 3: Connect your Domain to Stack

1. Log in to Stack: Go to Settings > Domains > Add Domain and enter your domain(s).

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Migrate Automations

Step 1: Document Automation in Zoho

1. Document Workflow Rules: Access Setup > Automation > Workflow Rules.
2. Document Automated Responders: Access Leads/Contacts and document autoresponders.
3. Document Lead Scoring Rules: Access Setup > Automation > Scoring Rule.

Step 2: Recreate Engagement Scoring in Stack

1. Replicate Lead Scoring: Go to Settings > Manage Scoring > + Add New Rule.

Step 3: Recreate Triggers and Actions in Stack

1. Log in to Stack: Go to Automation > Workflows.
2. Set up Triggers and Actions: Configure similar triggers and actions to replicate Zoho automations.

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Migrate Analytics

Step 1: Export Zoho Analytics

• Export: Manually export or copy additional data or configurations from Zoho.

Step 2: Walkthrough Stack Reporting Features

• Custom Widgets: Recreate reporting in dashboard widgets to match Zoho analytics.

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By following these steps, you can ensure a seamless transition from Zoho to Stack, retaining all essential data and functionalities.