Moving from Zoho CRM to Doodali

1. Export from Zoho CRM

1. In Zoho CRM, go to Setup → Data Administration → Export.
2. Choose the Contacts module, include all fields, and export. Do the same for Accounts if you want their details.
3. Download the CSV files.

2. Import into Doodali

1. In Doodali, open the business you’re bringing across, then go to Settings → Import and export and press Import clients from a CSV (or press Import on the Clients page).
2. Choose the file. Doodali reads the column headings and matches them for you: company name, email, phone, address, VAT number, notes, and the contact’s name, email, phone and job title.
3. Check the matches. Anything Doodali couldn’t match is set to “Skip”: choose a field for it, or leave it out.
4. Press Import. Each row becomes a client with its main contact. More people at a company that’s already there are added as its contacts, and clients already in Doodali are skipped, so you can import again safely.

Tips for Zoho CRM

• The Contacts export includes Account Name: map it to Company name so each company comes across with its people.

What comes across

What stays behind

• Deals and potentials: add open ones to Doodali’s pipeline.