Migrate from Zoho to Numezis
Consolidate several Zoho apps into one supervised AI agent with Swiss VAT and payroll built in. API connection, intelligent mapping, guided validation, secure go-live.
What we migrate from Zoho
- Contacts, accounts, leads, and deals from Zoho CRM
- Invoices, estimates, sales orders, and payments from Zoho Books
- Chart of accounts, tax rules remapped to Swiss VAT, and journal entries
- Bank feeds, transactions, and reconciliations
- Items, price lists, inventory, and stock movements
- Users, roles, and the automations spread across your Zoho apps
A clear 30 / 60 / 90-day plan
- 30 days
Audit & Planning
Audit of the Zoho apps you use and how they interconnect, then migration planning.
- Zoho REST API connection per app (Books, CRM, Inventory) with scoped tokens
- Map which app owns which record today, and resolve duplicates across apps
- Source -> Numezis mapping with a validated correspondence table
- 60 days
Migration & Training
Data migration, Swiss compliance setup, and team training.
- Full backup before import with complete audit trail
- Pilot migration in a test environment, then targeted fixes
- Team training with an operational runbook
- 90 days
Validation & Go-Live
Final validation and go-live.
- Consistency tests: balances, VAT, reconciliation, documents
- Final validation with your fiduciary and business leads
- Cutover, go-live, and reinforced post-launch support
Why migration is easier with Numezis
API-first architecture
API connectors and resilient import pipelines to sync your data without manual patchwork.
Assisted mapping and validation
A mapping engine with consistency checks (fields, dependencies, balances) before every import.
Safe and reversible migration
Versioned backups, dry-runs, audit trail, and rollback strategy to minimize operational risk.
Real-time go-live observability
Migration dashboard, targeted alerts, and hypercare to stabilize production quickly.
Frequently asked questions about Zoho migration
How long does the migration take?
On average 30 to 60 days depending on how many Zoho apps are in scope and the data volume in each. We provide a personalized plan.
We use several Zoho apps — can you consolidate them?
Yes. That is the main reason teams move: one record, one owner, one audit trail instead of the same customer living in several apps.
Will my operations be interrupted?
No, you keep running on Zoho throughout the transition. We cut over only once the consistency tests pass.
What support is offered?
Our Swiss team supports you in French and German at every step. First call is free.
Move to Numezis with full control
We orchestrate API access, mapping, backup, tests, and go-live for a simple, fast, and reliable transition.