Switch to Zoho with a US Zoho migration partner

A Zoho migration partner moves your data and day-to-day work out of another tool and into Zoho. We take inventory of the old system, write a Migration BRD that each department signs, move a sample for sign-off, then run the full move with a catch-up pass and a validation report. At cutover the old tool becomes read-only, with a rollback window, and we train your team. Elite Tech Global is a certified Zoho Advanced Partner based in Glendale, near Los Angeles.

We have published migration plans for Salesforce, HubSpot and Pipedrive to Zoho CRM, QuickBooks to Zoho Books, Zendesk to Zoho Desk, Asana to Zoho Projects, Google Workspace to Zoho Mail, Gusto to Zoho Payroll and BambooHR to Zoho People. We also move monday.com, Smartsheet, Xero, FreshBooks, Freshdesk, Microsoft 365, Dynamics 365, ADP, Rippling, Mailchimp, DocuSign, Slack, Shopify and many other tools into the matching Zoho app.

Each move is sized as a Quick, Standard or Complex package, and the fee is fixed in a signed BRD before any data is exported. Bigger moves usually start with a paid Migration Assessment, and that fee is credited in full against the migration if you go ahead. The first call is free. Zoho licenses are billed separately by Zoho.

Very little, in most moves. People keep working in the old tool while the sample and full migration run, and the cutover happens in a window you choose, often an evening or weekend. Expect a short freeze on edits while the catch-up pass loads the last changes; after that the old tool stays available read-only.

In most cases, yes: notes, past activities, closed deals, old tickets and attachments can travel, depending on what the source system lets us export. Where something can’t be imported cleanly, we say so in the field map and agree an archive option before the move starts.

Custom code, automations, scheduled reports and third-party integrations are rebuilt in Zoho rather than copied, because the logic works differently on each platform. We list each one during inventory and the BRD says which ones we rebuild.

It depends on the package, the amount of history, attachments and custom logic, and how quickly the field map is approved. The exact timeline, counted back from your stopper date and including the sample sign-off and cutover, is written into the Migration BRD before work starts.

There’s a written rollback window with a named trigger and owner, agreed before cutover. Your old tool is set to read-only, not canceled, so the data is still there if the validation checks don’t match, and the subscription ends only after you confirm.

On your side, each department’s point of contact (usually the department head) signs their part of the Migration BRD and then their sample, and one overall project owner signs the whole plan and confirms go-live. Nothing moves in bulk until those signatures are in.

If you’re replacing one tool for one team, the single Zoho app is usually enough. When you’re moving several tools at once, Zoho One often works out simpler because one license covers the suite. We compare both for your headcount on the first call.

Yes, and it’s the best moment to do it. During inventory we flag duplicates, empty fields and records nobody has opened in years, then agree rules for merging or archiving them in the field map. The cleanup happens on the way in, so Zoho starts tidy.