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Zoho to GHL Customer Care (Migration Guide)

This guide provides detailed instructions for migrating data and functionalities from Zoho’s suite of applications to GHL Customer Care. The objective is…

11 min read2,387 words17 explained imagesUpdated Fri, 7 Mar, 2025 at 11:18 AM
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On this page
  1. Step 1: Export Contacts
  2. Step 2: Prepare CSV for GHL Customer Care Import
  3. Step 3: Import Contacts into GHL Customer Care
  4. Step 4: Review Imported Data
  5. Step 1: Export Users
  6. Step 2: Prep CSV for GHL Customer Care Migration
  7. Step 3: Manually Add Users to GHL Customer Care
  8. Step 1: Export Appointments for Safekeeping
  9. Step 2: View All Calendars in ZohoBookings in GHL Customer Care
  10. Step 3: Recreate Zoho Calendars in GHL Customer Care
  11. Step 1: Export Deals from Zoho
  12. Step 2: Recreate Pipelines in GHL Customer Care
  13. Step 3: Import Opportunities
  14. Step 4: Verify Data
  15. Step 1: Export Forms from Zoho
  16. Step 2: Recreate Forms in GHL Customer Care
  17. Step 1: Export Documents from Zoho
  18. Step 2: Recreate Contracts in GHL Customer Care
  19. Step 1: Exporting Website Content from Zoho Sites
  20. Step 2: Rebuilding Website in GHL Customer Care
  21. Step 3: Disconnect your Domain(s) from Zoho
  22. Step 4: Connect your Domain to GHL Customer Care
  23. Step 1: Document Automation in Zoho
  24. Step 2: Recreate Engagement Scoring in GHL Customer Care
  25. Step 3: Recreate Triggers and Actions in GHL Customer Care
  26. Step 1: Export Zoho Analytics
  27. Step 2: Walkthrough GHL Customer Care Reporting Features

This guide provides detailed instructions for migrating data and functionalities from Zoho’s suite of applications to GHL Customer Care. The objective is to ensure a smooth transition by retaining key data, automations, and workflows while taking full advantage of GHL Customer Care’s integrated marketing and CRM capabilities.

IMPORTANT: Make sure you migrate all of the following components when switching over from Zoho to GHL Customer Care.
1. Contacts
2. Users
3. Calendars
4. Opportunities
5. Forms
6. Contracts
7. Sites
8. Automations
9. Analytics

TABLE OF CONTENTS

Migrate Contacts

Users can export a maximum of 200,000 contact records in one go as a CSV. These will be 200,000 of the oldest records. These records (in the CSV format) will be zipped. The download link for an export will be available for 7 days.

Step 1: Export Contacts

  • Prep Contact Data for Export: Recreate mailing lists and segments into tags for migrations to GHL Customer Care. These are your migration specific tags.
  • Export Zoho Data: Go to Setup (
    Step 2 of 4: Export Zoho Data: Go to Setup () near the top-right corner, then click… What this shows Step 2 of 4: Export Zoho Data: Go to Setup () near the top-right corner, then click Data Administration section and select Export. What this shows Shows what to choose for step 2 of 4 in the "Step 1: Export Contacts" section of "Zoho to GHL Customer Care (Migration Guide)". This screenshot accompanies step 2 of 4 in the "Step 1: Export Contacts" section of "Zoho to GHL Customer Care (Migration Guide)". At this point in the walkthrough you export Zoho Data: Go to Setup () near the top-right corner, then click Data Administration section and select Export. Click Start an Export > Module > Contacts on the Export Data page. The navigation path used here is Export > Module > Contacts. The next step is to select Fields to Export: You can choose to export Fields from Custom View, All fields, or Choose fields to be exported. Fields should include either email or phone number to migrate to GHL Customer Care. Step 2 of 4Path: Export > Module > ContactsImage 1 of 17 What to chooseExport Zoho Data: Go to Setup () near the top-right corner, then click Data Administration section and select Export. Click Start an Export > Module > Contacts on the Export Data page. Next stepSelect Fields to Export: You can choose to export Fields from Custom View, All fields, or Choose fields to be exported. Fields should include either email or phone number to migrate to GHL Customer Care.
    All 4 steps in this procedure
    1. Prep Contact Data for Export: Recreate mailing lists and segments into tags for migrations to GHL Customer Care. These are your migration specific tags.
    2. Export Zoho Data: Go to Setup () near the top-right corner, then click Data Administration section and select Export. Click Start an Export > Module > Contacts on the Export Data page. this image
    3. Select Fields to Export: You can choose to export Fields from Custom View, All fields, or Choose fields to be exported. Fields should include either email or phone number to migrate to GHL Customer Care.
    4. Download Data: Click Export. The export will be added to the Export History table with the status 'In progress'. When the status changes to Completed, hover over the entry and click the Download link ()
    ) near the top-right corner, then click Data Administration section and select Export. Click Start an Export > Module > Contacts on the Export Data page.
  • Select Fields to Export: You can choose to export Fields from Custom View, All fields, or Choose fields to be exported. Fields should include either email or phone number to migrate to GHL Customer Care.
  • Download Data: Click Export. The export will be added to the Export History table with the status 'In progress'. When the status changes to Completed, hover over the entry and click the Download link (
    Step 4 of 4: Download Data: Click Export. The export will be added to the Export… What this shows Step 4 of 4: Download Data: Click Export. What this shows Shows what to click for step 4 of 4 in the "Step 1: Export Contacts" section of "Zoho to GHL Customer Care (Migration Guide)". This screenshot accompanies step 4 of 4 in the "Step 1: Export Contacts" section of "Zoho to GHL Customer Care (Migration Guide)". At this point in the walkthrough you download Data: Click Export. The export will be added to the Export History table with the status 'In progress'. When the status changes to Completed, hover over the entry and click the Download link (). The navigation path used here is Export > Module > Contacts. Step 4 of 4Path: Export > Module > ContactsImage 2 of 17 What to clickDownload Data: Click Export. The export will be added to the Export History table with the status 'In progress'. When the status changes to Completed, hover over the entry and click the Download link ()
    All 4 steps in this procedure
    1. Prep Contact Data for Export: Recreate mailing lists and segments into tags for migrations to GHL Customer Care. These are your migration specific tags.
    2. Export Zoho Data: Go to Setup () near the top-right corner, then click Data Administration section and select Export. Click Start an Export > Module > Contacts on the Export Data page.
    3. Select Fields to Export: You can choose to export Fields from Custom View, All fields, or Choose fields to be exported. Fields should include either email or phone number to migrate to GHL Customer Care.
    4. Download Data: Click Export. The export will be added to the Export History table with the status 'In progress'. When the status changes to Completed, hover over the entry and click the Download link () this image
    )

Step 2: Prepare CSV for GHL Customer Care Import

  • Check Date Formats: Ensure all date fields in the CSV are in the YYYY-MM-DD format. This is essential for compatibility with GHL Customer Care.
  • Encode Special Characters: Make sure the CSV file uses UTF-8 character encoding to properly handle special and accented characters.
  • Clean Up Data: Remove any line breaks, emojis, and unnecessary special characters from the file. This step helps prevent import errors.
  • Recreate Custom Fields: Log in to GHL Customer Care and navigate to Contacts > Settings > Custom Fields. Add custom fields to store contact data in a similar way to how they were stored in Zoho.

Step 3: Import Contacts into GHL Customer Care

  • Log in to GHL Customer Care: Navigate to the Contacts section using the left-hand menu.
  • Start Import Process: Click the Import Contacts button.
  • Upload CSV File: Select and upload the prepared CSV file.
  • Map Fields: GHL Customer Care will prompt you to map the fields from the CSV file to the corresponding fields in GHL Customer Care. For example, map “First Name” in the CSV to “First Name” in GHL Customer Care.
Field Mapping Tip: Ensure all required fields are correctly mapped. If a field in your CSV does not have a corresponding field in GHL Customer Care, you may need to create a custom field in GHL Customer Care before proceeding.
  • Assign Tags and Lists: During the import process, you can assign contacts to specific lists and apply tags. Consider applying a tag that indicates the source of the contacts, such as “Zoho Import.”
  • Complete Import: After mapping all fields and setting tags/lists, click Import. GHL Customer Care will process the import, and the contacts will be added to your account.

Step 4: Review Imported Data

  • Review: Check that all data imported into GHL Customer Care, including contacts and form submissions, is accurate and complete.
  • Create Smart lists: Recreate smartlists and mailing lists based on your migration specific tags.
  • Cross-Check with Zoho Data: Compare the data in GHL Customer Care with the original Zoho data to ensure no discrepancies.
Step 4: Review Imported Data (image 3 of 17) What this shows Review: Check that all data imported into GHL Customer Care, including contacts and form submissions, is accurate and complete. What this shows Illustrates the "Step 4: Review Imported Data" section of "Zoho to GHL Customer Care (Migration Guide)". This screenshot appears in the "Step 4: Review Imported Data" section of "Zoho to GHL Customer Care (Migration Guide)". The text alongside this image reads: Review: Check that all data imported into GHL Customer Care, including contacts and form submissions, is accurate and complete. Create Smart lists: Recreate smartlists and mailing lists based on your migration specific tags. Cross-Check with Zoho Data: Compare the data in GHL Customer Care with the…. Immediately after, the guide continues: Zoho can export a maximum of 200,000 user records in one go as a CSV; We need to manually add users GHL Customer Care and configure user settings. Zoho User Management provides tools for managing user accounts, roles, and permissions across…. Image 3 of 17 What this coversReview: Check that all data imported into GHL Customer Care, including contacts and form submissions, is accurate and complete. Create Smart lists: Recreate smartlists and mailing lists based on your migration specific tags. Cross-Check with Zoho Data: Compare the data in GHL Customer Care with the original Zoho data to ensure no discrepancies. Next stepZoho can export a maximum of 200,000 user records in one go as a CSV; We need to manually add users GHL Customer Care and configure user settings. Zoho User Management provides tools for managing user accounts, roles, and permissions across Zoho applications.
All 3 steps in this procedure
  1. Review: Check that all data imported into GHL Customer Care, including contacts and form submissions, is accurate and complete.
  2. Create Smart lists: Recreate smartlists and mailing lists based on your migration specific tags.
  3. Cross-Check with Zoho Data: Compare the data in GHL Customer Care with the original Zoho data to ensure no discrepancies.

Migrate Users

Zoho can export a maximum of 200,000 user records in one go as a CSV; We need to manually add users GHL Customer Care and configure user settings. Zoho User Management provides tools for managing user accounts, roles, and permissions across Zoho applications.

It includes features such as role-based access control, multi-factor authentication, and the ability to organize users into groups for streamlined management. Zoho User Management also offers integration with third-party identity providers and supports detailed audit logs to track user activity and ensure compliance.

Step 1: Export Users

  • Export Zoho Data: Go to Setup (
    Step 1 of 3: Export Zoho Data: Go to Setup () near the top-right corner, then click… What this shows Step 1 of 3: Export Zoho Data: Go to Setup () near the top-right corner, then click Data Administration section and select Export. What this shows Shows what to choose for step 1 of 3 in the "Step 1: Export Users" section of "Zoho to GHL Customer Care (Migration Guide)". This screenshot accompanies step 1 of 3 in the "Step 1: Export Users" section of "Zoho to GHL Customer Care (Migration Guide)". At this point in the walkthrough you export Zoho Data: Go to Setup () near the top-right corner, then click Data Administration section and select Export. Click Start an Export > Module > Users on the Export Data page. The navigation path used here is Export > Module > Users. The next step is to select Fields to Export: You can choose to export Fields from Custom View, All fields, or Choose fields to be exported. Fields should include either email or phone number to migrate to GHL Customer Care. Step 1 of 3Path: Export > Module > UsersImage 4 of 17 What to chooseExport Zoho Data: Go to Setup () near the top-right corner, then click Data Administration section and select Export. Click Start an Export > Module > Users on the Export Data page. Next stepSelect Fields to Export: You can choose to export Fields from Custom View, All fields, or Choose fields to be exported. Fields should include either email or phone number to migrate to GHL Customer Care.
    All 3 steps in this procedure
    1. Export Zoho Data: Go to Setup () near the top-right corner, then click Data Administration section and select Export. Click Start an Export > Module > Users on the Export Data page. this image
    2. Select Fields to Export: You can choose to export Fields from Custom View, All fields, or Choose fields to be exported. Fields should include either email or phone number to migrate to GHL Customer Care.
    3. Download Data: Click Export. The export will be added to the Export History table with the status 'In progress'. When the status changes to Completed, hover over the entry and click the Download link ()
    ) near the top-right corner, then click Data Administration section and select Export. Click Start an Export > Module > Users on the Export Data page.
  • Select Fields to Export: You can choose to export Fields from Custom View, All fields, or Choose fields to be exported. Fields should include either email or phone number to migrate to GHL Customer Care.
  • Download Data: Click Export. The export will be added to the Export History table with the status 'In progress'. When the status changes to Completed, hover over the entry and click the Download link (
    Step 3 of 3: Download Data: Click Export. The export will be added to the Export… What this shows Step 3 of 3: Download Data: Click Export. What this shows Shows what to click for step 3 of 3 in the "Step 1: Export Users" section of "Zoho to GHL Customer Care (Migration Guide)". This screenshot accompanies step 3 of 3 in the "Step 1: Export Users" section of "Zoho to GHL Customer Care (Migration Guide)". At this point in the walkthrough you download Data: Click Export. The export will be added to the Export History table with the status 'In progress'. When the status changes to Completed, hover over the entry and click the Download link (). The navigation path used here is Export > Module > Users. Step 3 of 3Path: Export > Module > UsersImage 5 of 17 What to clickDownload Data: Click Export. The export will be added to the Export History table with the status 'In progress'. When the status changes to Completed, hover over the entry and click the Download link ()
    All 3 steps in this procedure
    1. Export Zoho Data: Go to Setup () near the top-right corner, then click Data Administration section and select Export. Click Start an Export > Module > Users on the Export Data page.
    2. Select Fields to Export: You can choose to export Fields from Custom View, All fields, or Choose fields to be exported. Fields should include either email or phone number to migrate to GHL Customer Care.
    3. Download Data: Click Export. The export will be added to the Export History table with the status 'In progress'. When the status changes to Completed, hover over the entry and click the Download link () this image
    )

Step 2: Prep CSV for GHL Customer Care Migration

  • Check User Data: Open the CSV as a spreadsheet and ensure all users in the CSV have unique email ids.
  • Breakdown Users By Teams: Determine each teams permission. Breakdown the users by their teams in the spreadsheet and whether you wish to recreate the user for the agency or a specific sub-account. This allows us to efficiently copy permissions across users in GHL Customer Care at the next step. 

Step 3: Manually Add Users to GHL Customer Care

  • Add User: Navigate to Settings > Team. Click + Add Employee.
  • Set the User Type and Role for the User: Select whether you wish to create the user for the agency or a specific sub-account. Select whether the user is an admin or a user.
  • Assign Permissions and subaccount(s): Configure the permissions for each GHL Customer Care feature and assign the user to subaccount(s).
  • Add Remaining Users and Copy Permissions: Clone user permissions for users on the same team, saving time and consistency.
Step 3: Manually Add Users to GHL Customer Care (image 6 of 17) What this shows Add User: Navigate to Settings > Team. What this shows Illustrates the "Step 3: Manually Add Users to GHL Customer Care" section of "Zoho to GHL Customer Care (Migration Guide)". This screenshot appears in the "Step 3: Manually Add Users to GHL Customer Care" section of "Zoho to GHL Customer Care (Migration Guide)". The text alongside this image reads: Add User: Navigate to Settings > Team. Click + Add Employee. Set the User Type and Role for the User: Select whether you wish to create the user for the agency or a specific sub-account. Select whether the user is an admin or a user. Assign Permissions and subaccount(s): Configure the permissions…. The navigation path used here is Settings > Team. Immediately after, the guide continues: Appointments will need to be exported from ZohoBookings and the calendars will need to be manually recreated in GHL Customer Care. Zoho Bookings is an online scheduling tool that allows users to manage appointments and bookings with…. Path: Settings > TeamImage 6 of 17 What to fill inAdd User: Navigate to Settings > Team. Click + Add Employee. Set the User Type and Role for the User: Select whether you wish to create the user for the agency or a specific sub-account. Select whether the user is an admin or a user. Assign Permissions and subaccount(s): Configure the permissions for each GHL Customer Care feature and assign the user to subaccount(s). Add Remaining Users and Copy Permissions: Clone user permissions for users on the same team, saving time and consistency. Next stepAppointments will need to be exported from ZohoBookings and the calendars will need to be manually recreated in GHL Customer Care. Zoho Bookings is an online scheduling tool that allows users to manage appointments and bookings with customizable booking pages and calendars.
All 4 steps in this procedure
  1. Add User: Navigate to Settings > Team. Click + Add Employee.
  2. Set the User Type and Role for the User: Select whether you wish to create the user for the agency or a specific sub-account. Select whether the user is an admin or a user.
  3. Assign Permissions and subaccount(s): Configure the permissions for each GHL Customer Care feature and assign the user to subaccount(s).
  4. Add Remaining Users and Copy Permissions: Clone user permissions for users on the same team, saving time and consistency.

Migrate Calendars

Appointments will need to be exported from ZohoBookings and the calendars will need to be manually recreated in GHL Customer Care. Zoho Bookings is an online scheduling tool that allows users to manage appointments and bookings with customizable booking pages and calendars.

It includes features such as automated reminders, integration with Zoho apps and third-party services, and payment processing options. Zoho Bookings also offers tools for managing staff availability, customer notifications, and real-time booking updates to streamline scheduling workflows.

Step 1: Export Appointments for Safekeeping

  • Export Zoho Data: Go to Setup (
    Step 1 of 3: Export Zoho Data: Go to Setup () near the top-right corner, then click… What this shows Step 1 of 3: Export Zoho Data: Go to Setup () near the top-right corner, then click Data Administration section and select Export. What this shows Shows what to choose for step 1 of 3 in the "Step 1: Export Appointments for Safekeeping" section of "Zoho to GHL Customer Care (Migration Guide)". This screenshot accompanies step 1 of 3 in the "Step 1: Export Appointments for Safekeeping" section of "Zoho to GHL Customer Care (Migration Guide)". At this point in the walkthrough you export Zoho Data: Go to Setup () near the top-right corner, then click Data Administration section and select Export. Click Start an Export > Module > Appointments on the Export Data page. The navigation path used here is Export > Module > Appointments. The next step is to select Fields to Export: You can choose to export Fields from Custom View, All fields, or Choose fields to be exported. Step 1 of 3Path: Export > Module > AppointmentsImage 7 of 17 What to chooseExport Zoho Data: Go to Setup () near the top-right corner, then click Data Administration section and select Export. Click Start an Export > Module > Appointments on the Export Data page. Next stepSelect Fields to Export: You can choose to export Fields from Custom View, All fields, or Choose fields to be exported.
    All 3 steps in this procedure
    1. Export Zoho Data: Go to Setup () near the top-right corner, then click Data Administration section and select Export. Click Start an Export > Module > Appointments on the Export Data page. this image
    2. Select Fields to Export: You can choose to export Fields from Custom View, All fields, or Choose fields to be exported.
    3. Download Data: Click Export. The export will be added to the Export History table with the status 'In progress'. When the status changes to Completed, hover over the entry and click the Download link ()
    ) near the top-right corner, then click Data Administration section and select Export. Click Start an Export > Module > Appointments on the Export Data page.
  • Select Fields to Export: You can choose to export Fields from Custom View, All fields, or Choose fields to be exported.
  • Download Data: Click Export. The export will be added to the Export History table with the status 'In progress'. When the status changes to Completed, hover over the entry and click the Download link (
    Step 3 of 3: Download Data: Click Export. The export will be added to the Export… What this shows Step 3 of 3: Download Data: Click Export. What this shows Shows what to click for step 3 of 3 in the "Step 1: Export Appointments for Safekeeping" section of "Zoho to GHL Customer Care (Migration Guide)". This screenshot accompanies step 3 of 3 in the "Step 1: Export Appointments for Safekeeping" section of "Zoho to GHL Customer Care (Migration Guide)". At this point in the walkthrough you download Data: Click Export. The export will be added to the Export History table with the status 'In progress'. When the status changes to Completed, hover over the entry and click the Download link (). The navigation path used here is Export > Module > Appointments. Step 3 of 3Path: Export > Module > AppointmentsImage 8 of 17 What to clickDownload Data: Click Export. The export will be added to the Export History table with the status 'In progress'. When the status changes to Completed, hover over the entry and click the Download link ()
    All 3 steps in this procedure
    1. Export Zoho Data: Go to Setup () near the top-right corner, then click Data Administration section and select Export. Click Start an Export > Module > Appointments on the Export Data page.
    2. Select Fields to Export: You can choose to export Fields from Custom View, All fields, or Choose fields to be exported.
    3. Download Data: Click Export. The export will be added to the Export History table with the status 'In progress'. When the status changes to Completed, hover over the entry and click the Download link () this image
    )

Step 2: View All Calendars in ZohoBookings in GHL Customer Care

  • Log into ZohoBookings: Click on the Manage Business (
    Step 1 of 2: Log into ZohoBookings: Click on the Manage Business () icon in the top… What this shows Step 1 of 2: Log into ZohoBookings: Click on the Manage Business () icon in the top right corner, then click Workspaces. What this shows Shows what to click for step 1 of 2 in the "Step 2: View All Calendars in ZohoBookings in GHL Customer Care" section of "Zoho to GHL Customer Care (Migration Guide)". This screenshot accompanies step 1 of 2 in the "Step 2: View All Calendars in ZohoBookings in GHL Customer Care" section of "Zoho to GHL Customer Care (Migration Guide)". At this point in the walkthrough you log into ZohoBookings: Click on the Manage Business () icon in the top right corner, then click Workspaces. Click your desired workspace in the Workspaces section. The next step is to document the services (calendars) in each workspace: Click your desired workspace in the Workspaces section. Document the calendar setup, integrations and users for each calendar. Step 1 of 2Image 9 of 17 What to clickLog into ZohoBookings: Click on the Manage Business () icon in the top right corner, then click Workspaces. Click your desired workspace in the Workspaces section. Next stepDocument the services (calendars) in each workspace: Click your desired workspace in the Workspaces section. Document the calendar setup, integrations and users for each calendar.
    All 2 steps in this procedure
    1. Log into ZohoBookings: Click on the Manage Business () icon in the top right corner, then click Workspaces. Click your desired workspace in the Workspaces section. this image
    2. Document the services (calendars) in each workspace: Click your desired workspace in the Workspaces section. Document the calendar setup, integrations and users for each calendar.
    ) icon in the top right corner, then click Workspaces. Click your desired workspace in the Workspaces section.
  • Document the services (calendars) in each workspace: Click your desired workspace in the Workspaces section. Document the calendar setup, integrations and users for each calendar.

Step 3: Recreate Zoho Calendars in GHL Customer Care 

  • Create GHL Customer Care Calendars: Go to Sub-account Settings > Calendars. Calendar reminders, calendar settings, users, and meeting locations will need to be created similarly to ZohoBookings. For recurring appointments, you will need to manually set the recurrence rules in GHL Customer Care.
  • Add Calendar Integrations: Go to Subaccount Settings > Calendars > Connections to add Calendar Syncing.
  • Preview and Test: Test the created calendars ensuring they match the current booking setup in Zoho.

Migrate Opportunities & Pipelines

Zoho Deals and Pipelines help manage sales information. A deal tracks the sales cycle, sales volume, sales status, probability for each stage, reasons for the status, competitors, and provides a forecast for future sales.

Step 1: Export Deals from Zoho

  • Export Zoho Data: Go to Setup (
    Step 1 of 3: Export Zoho Data: Go to Setup () near the top-right corner, then click… What this shows Step 1 of 3: Export Zoho Data: Go to Setup () near the top-right corner, then click Data Administration section and select Export. What this shows Shows what to choose for step 1 of 3 in the "Step 1: Export Deals from Zoho" section of "Zoho to GHL Customer Care (Migration Guide)". This screenshot accompanies step 1 of 3 in the "Step 1: Export Deals from Zoho" section of "Zoho to GHL Customer Care (Migration Guide)". At this point in the walkthrough you export Zoho Data: Go to Setup () near the top-right corner, then click Data Administration section and select Export. Click Start an Export > Module > Deals on the Export Data page. The navigation path used here is Export > Module > Deals. The next step is to select Fields to Export: You can choose to export Fields from Custom View, All fields, or Choose fields to be exported. Fields should include either email or phone number to migrate to GHL Customer Care. Step 1 of 3Path: Export > Module > DealsImage 10 of 17 What to chooseExport Zoho Data: Go to Setup () near the top-right corner, then click Data Administration section and select Export. Click Start an Export > Module > Deals on the Export Data page.
    Buttons and menus referenced Export Zoho Data
    Next stepSelect Fields to Export: You can choose to export Fields from Custom View, All fields, or Choose fields to be exported. Fields should include either email or phone number to migrate to GHL Customer Care.
    All 3 steps in this procedure
    1. Export Zoho Data: Go to Setup () near the top-right corner, then click Data Administration section and select Export. Click Start an Export > Module > Deals on the Export Data page. this image
    2. Select Fields to Export: You can choose to export Fields from Custom View, All fields, or Choose fields to be exported. Fields should include either email or phone number to migrate to GHL Customer Care.
    3. Download Data: Click Export. The export will be added to the Export History table with the status 'In progress'. When the status changes to Completed, hover over the entry and click the Download link ()
    ) near the top-right corner, then click Data Administration section and select Export. Click Start an Export > Module > Deals on the Export Data page.
  • Select Fields to Export: You can choose to export Fields from Custom View, All fields, or Choose fields to be exported. Fields should include either email or phone number to migrate to GHL Customer Care.
  • Download Data: Click Export. The export will be added to the Export History table with the status 'In progress'. When the status changes to Completed, hover over the entry and click the Download link (
    Step 3 of 3: Download Data: Click Export. The export will be added to the Export… What this shows Step 3 of 3: Download Data: Click Export. What this shows Shows what to click for step 3 of 3 in the "Step 1: Export Deals from Zoho" section of "Zoho to GHL Customer Care (Migration Guide)". This screenshot accompanies step 3 of 3 in the "Step 1: Export Deals from Zoho" section of "Zoho to GHL Customer Care (Migration Guide)". At this point in the walkthrough you download Data: Click Export. The export will be added to the Export History table with the status 'In progress'. When the status changes to Completed, hover over the entry and click the Download link (). The navigation path used here is Export > Module > Deals. Step 3 of 3Path: Export > Module > DealsImage 11 of 17 What to clickDownload Data: Click Export. The export will be added to the Export History table with the status 'In progress'. When the status changes to Completed, hover over the entry and click the Download link ()
    Buttons and menus referenced Export Zoho Data
    All 3 steps in this procedure
    1. Export Zoho Data: Go to Setup () near the top-right corner, then click Data Administration section and select Export. Click Start an Export > Module > Deals on the Export Data page.
    2. Select Fields to Export: You can choose to export Fields from Custom View, All fields, or Choose fields to be exported. Fields should include either email or phone number to migrate to GHL Customer Care.
    3. Download Data: Click Export. The export will be added to the Export History table with the status 'In progress'. When the status changes to Completed, hover over the entry and click the Download link () this image
    )

Step 2: Recreate Pipelines in GHL Customer Care

  • Log in to GHL Customer Care: Go to Opportunities > Pipelines > + Add Pipeline. Create pipelines and stages simliar to the Zoho Deals and Pipelines.
  • Add Custom Opportunity Fields: Add fields simliar to the Zoho Deals and Pipelines.

Step 3: Import Opportunities

  • Prep CSV data: Ensure it meets GHL Customer Care requirements for importing opportunities.
  • Add Opportunities to GHL Customer Care: Go to Opportunities > Select the desired pipeline. Click the 3 dots at the top right to import opportunities. Map the fields from the Zoho file to the corresponding fields in GHL Customer Care.

Step 4: Verify Data

  • Review Data: Review the imported data in GHL Customer Care to ensure accuracy. Check for any issues, such as incorrect field mapping or missing data.
Step 4: Verify Data (image 12 of 17) What this shows Review Data: Review the imported data in GHL Customer Care to ensure accuracy. What this shows Illustrates the "Step 4: Verify Data" section of "Zoho to GHL Customer Care (Migration Guide)". This screenshot appears in the "Step 4: Verify Data" section of "Zoho to GHL Customer Care (Migration Guide)". The text alongside this image reads: Review Data: Review the imported data in GHL Customer Care to ensure accuracy. Check for any issues, such as incorrect field mapping or missing data. Immediately after, the guide continues: Zoho Forms is an online form builder that enables users to create and customize forms with various field types, templates, and design options. It includes features such as conditional logic, multi-page forms, and integration with Zoho…. Image 12 of 17 What this coversReview Data: Review the imported data in GHL Customer Care to ensure accuracy. Check for any issues, such as incorrect field mapping or missing data. Next stepZoho Forms is an online form builder that enables users to create and customize forms with various field types, templates, and design options. It includes features such as conditional logic, multi-page forms, and integration with Zoho apps and third-party services. Zoho Forms also offers data collection, analytics, and collaboration tools to support workflows and gather insights.

Migrate Forms

Zoho Forms is an online form builder that enables users to create and customize forms with various field types, templates, and design options. It includes features such as conditional logic, multi-page forms, and integration with Zoho apps and third-party services. Zoho Forms also offers data collection, analytics, and collaboration tools to support workflows and gather insights.

Step 1: Export Forms from Zoho

  • Log in to Zoho Forms: Access your Zoho Forms account.
  • Export Form Responses: Go to each form and manually export the form structure (if available). Export form responses in CSV format for backup.

Step 2: Recreate Forms in GHL Customer Care

  • Create Forms in GHL Customer Care: Log in to GHL Customer Care, navigate to Sites > Forms and create a new form. Rebuild the form by adding custom fields and labels that match those from your Zoho forms.
  • Configure Form Actions: Set up automated actions in GHL Customer Care, such as form notifications or conditional logic in forms, to replicate the functionality from Zoho.
Step 2: Recreate Forms in GHL Customer Care (image 13 of 17) What this shows Create Forms in GHL Customer Care: Log in to GHL Customer Care, navigate to Sites > Forms and create a new form. What this shows Illustrates the "Step 2: Recreate Forms in GHL Customer Care" section of "Zoho to GHL Customer Care (Migration Guide)". This screenshot appears in the "Step 2: Recreate Forms in GHL Customer Care" section of "Zoho to GHL Customer Care (Migration Guide)". The text alongside this image reads: Create Forms in GHL Customer Care: Log in to GHL Customer Care, navigate to Sites > Forms and create a new form. Rebuild the form by adding custom fields and labels that match those from your Zoho forms. Configure Form Actions: Set up automated actions in GHL Customer Care, such as form notifications or…. The navigation path used here is Sites > Forms. Immediately after, the guide continues: Zoho Contracts is a digital contract management tool that allows users to create, manage, and store contracts with customizable templates and clauses. It includes features such as e-signatures, contract lifecycle management, and…. Path: Sites > FormsImage 13 of 17 What this coversCreate Forms in GHL Customer Care: Log in to GHL Customer Care, navigate to Sites > Forms and create a new form. Rebuild the form by adding custom fields and labels that match those from your Zoho forms. Configure Form Actions: Set up automated actions in GHL Customer Care, such as form notifications or conditional logic in forms, to replicate the functionality from Zoho. Next stepZoho Contracts is a digital contract management tool that allows users to create, manage, and store contracts with customizable templates and clauses. It includes features such as e-signatures, contract lifecycle management, and compliance tracking. Zoho Contracts also provides tools for collaboration, negotiation, and analytics to streamline contract workflows and ensure compliance.
All 2 steps in this procedure
  1. Create Forms in GHL Customer Care: Log in to GHL Customer Care, navigate to Sites > Forms and create a new form. Rebuild the form by adding custom fields and labels that match those from your Zoho forms.
  2. Configure Form Actions: Set up automated actions in GHL Customer Care, such as form notifications or conditional logic in forms, to replicate the functionality from Zoho.

Migrate Contracts and Documents

Zoho Contracts is a digital contract management tool that allows users to create, manage, and store contracts with customizable templates and clauses. It includes features such as e-signatures, contract lifecycle management, and compliance tracking. Zoho Contracts also provides tools for collaboration, negotiation, and analytics to streamline contract workflows and ensure compliance.

Step 1: Export Documents from Zoho

  • Log in to Zoho: Select the Contracts tab at the top of the page.
  • Download Contracts: Go to each form and manually download copies of the contract structure (if available).

Step 2: Recreate Contracts in GHL Customer Care

  • Create Contracts in GHL Customer Care: Log in to GHL Customer Care, navigate to Payments > Documents & Contracts and create a new document. Rebuild the document by adding custom fields, text and signatures that match those from your Zoho Contracts.
  • Configure Document Actions: Set up automated actions in GHL Customer Care, such as sending documents, notifications, or signing order in documents, to replicate the functionality from Zoho.
Step 2: Recreate Contracts in GHL Customer Care (image 14 of 17) What this shows Create Contracts in GHL Customer Care: Log in to GHL Customer Care, navigate to Payments > Documents & Contracts and create a new document. What this shows Illustrates the "Step 2: Recreate Contracts in GHL Customer Care" section of "Zoho to GHL Customer Care (Migration Guide)". This screenshot appears in the "Step 2: Recreate Contracts in GHL Customer Care" section of "Zoho to GHL Customer Care (Migration Guide)". The text alongside this image reads: Create Contracts in GHL Customer Care: Log in to GHL Customer Care, navigate to Payments > Documents & Contracts and create a new document. Rebuild the document by adding custom fields, text and signatures that match those from your Zoho Contracts. Configure Document Actions: Set up automated actions…. The navigation path used here is Payments > Documents. Immediately after, the guide continues: Zoho Sites is a website builder that allows users to create and customize websites using drag-and-drop elements, pre-designed templates, and design tools. It includes features such as mobile optimization, SEO tools, and integration with…. Path: Payments > DocumentsImage 14 of 17 What this coversCreate Contracts in GHL Customer Care: Log in to GHL Customer Care, navigate to Payments > Documents & Contracts and create a new document. Rebuild the document by adding custom fields, text and signatures that match those from your Zoho Contracts. Configure Document Actions: Set up automated actions in GHL Customer Care, such as sending documents, notifications, or signing order in documents, to replicate the functionality from Zoho. Next stepZoho Sites is a website builder that allows users to create and customize websites using drag-and-drop elements, pre-designed templates, and design tools. It includes features such as mobile optimization, SEO tools, and integration with Zoho apps and third-party services. Zoho Sites also provides options for e-commerce, blog management, and analytics to help users manage and optimize their online presence. You will need to manually copy text, images, and other media files to rebuild sites, pages, and online stores in GHL Customer Care.
All 2 steps in this procedure
  1. Create Contracts in GHL Customer Care: Log in to GHL Customer Care, navigate to Payments > Documents & Contracts and create a new document. Rebuild the document by adding custom fields, text and signatures that match those from your Zoho Contracts.
  2. Configure Document Actions: Set up automated actions in GHL Customer Care, such as sending documents, notifications, or signing order in documents, to replicate the functionality from Zoho.

Migrate Websites

Zoho Sites is a website builder that allows users to create and customize websites using drag-and-drop elements, pre-designed templates, and design tools. It includes features such as mobile optimization, SEO tools, and integration with Zoho apps and third-party services. Zoho Sites also provides options for e-commerce, blog management, and analytics to help users manage and optimize their online presence. You will need to manually copy text, images, and other media files to rebuild sites, pages, and online stores in GHL Customer Care.

Step 1: Exporting Website Content from Zoho Sites

  • Log in to Zoho Sites: Navigate to your Zoho Sites account.
  • Export Website Content: There isn’t a direct export option for site structure; you may need to copy content manually. Save HTML/CSS files or download media files manually. Document SEO and page names. 

Step 2: Rebuilding Website in GHL Customer Care

  • Rebuild Site in GHL Customer Care: Log in to GHL Customer Care and navigate to Sites > Funnels or Sites > Websites. Manually recreate each page and SEO using the content and media exported from Zoho Sites.

Step 3: Disconnect your Domain(s) from Zoho

  • Log in to Zoho: Sign in to Zoho Directory, then click Admin Panel in the left menu. Click the Custom Domain tab. Click Delete under the required custom domain name.

Step 4: Connect your Domain to GHL Customer Care

  • Login to GHL Customer Care: Go to Settings > Domains > Add Domain. Enter the domain(s) you need for your newly created site.
Step 4: Connect your Domain to GHL Customer Care (image 15 of 17) What this shows Login to GHL Customer Care: Go to Settings > Domains > Add Domain. What this shows Illustrates the "Step 4: Connect your Domain to GHL Customer Care" section of "Zoho to GHL Customer Care (Migration Guide)". This screenshot appears in the "Step 4: Connect your Domain to GHL Customer Care" section of "Zoho to GHL Customer Care (Migration Guide)". The text alongside this image reads: Login to GHL Customer Care: Go to Settings > Domains > Add Domain. Enter the domain(s) you need for your newly created site. The navigation path used here is Settings > Domains > Add Domain. Immediately after, the guide continues: Zoho Automation includes rule based-triggers, autoresponders, lead scoring, custom workfows, and integration with other applications on Zoho. Zoho workflows support conditional logic and time based actions. We must document the automation…. Path: Settings > Domains > Add DomainImage 15 of 17 What to fill inLogin to GHL Customer Care: Go to Settings > Domains > Add Domain. Enter the domain(s) you need for your newly created site. Next stepZoho Automation includes rule based-triggers, autoresponders, lead scoring, custom workfows, and integration with other applications on Zoho. Zoho workflows support conditional logic and time based actions. We must document the automation structure and recreate it within GHL Customer Care workflows.

Migrate Automations

Zoho Automation includes rule based-triggers, autoresponders, lead scoring, custom workfows, and integration with other applications on Zoho. Zoho workflows support conditional logic and time based actions. We must document the automation structure and recreate it within GHL Customer Care workflows.

Step 1: Document Automation in Zoho

  • Document Workflow Rules: Go to Setup > Automation > Workflow Rules. On the Workflow Rules page. View all active rules.
  • Document Automated Responders: Click the Leads/Contacts tab. In the Leads/Contacts Home page, click More Actions (3 dots)> Autoresponders.
  • Document Lead Scoring Rules: Go to Setup > Automation > Scoring Rule.

Step 2: Recreate Engagement Scoring in GHL Customer Care

  • Replicate Lead Scoring: Go Subaccount Settings > Manage Scoring > + Add New Rule. Match the calculation to match the setup in Zoho.

Step 3: Recreate Triggers and Actions in GHL Customer Care

  • Log in to GHL Customer Care: Go to Automation > Workflows.
  • Set up Triggers and Actions: Configure similar triggers and actions in GHL Customer Care using the Workflow feature, ensuring that all essential automations, such as autoresponders, email sequences and task assignments, are replicated. Leverage workflow edit engagement scoring actions to fully replicate remaining engagement scoring rules.
Step 3: Recreate Triggers and Actions in GHL Customer Care (image 16 of 17) What this shows Log in to GHL Customer Care: Go to Automation > Workflows. What this shows Illustrates the "Step 3: Recreate Triggers and Actions in GHL Customer Care" section of "Zoho to GHL Customer Care (Migration Guide)". This screenshot appears in the "Step 3: Recreate Triggers and Actions in GHL Customer Care" section of "Zoho to GHL Customer Care (Migration Guide)". The text alongside this image reads: Log in to GHL Customer Care: Go to Automation > Workflows. Set up Triggers and Actions: Configure similar triggers and actions in GHL Customer Care using the Workflow feature, ensuring that all essential automations, such as autoresponders, email sequences and task assignments, are replicated…. The navigation path used here is Automation > Workflows. Immediately after, the guide continues: Zoho Analytics provides data analysis and reporting across Zoho apps. It supports drag and drop report building and data visualization with charts and dashboardings. It supports sharing and exporting crafted data. As a last step, help the…. Path: Automation > WorkflowsImage 16 of 17 What this coversLog in to GHL Customer Care: Go to Automation > Workflows. Set up Triggers and Actions: Configure similar triggers and actions in GHL Customer Care using the Workflow feature, ensuring that all essential automations, such as autoresponders, email sequences and task assignments, are replicated. Leverage workflow edit engagement scoring actions to fully replicate remaining engagement scoring rules. Next stepZoho Analytics provides data analysis and reporting across Zoho apps. It supports drag and drop report building and data visualization with charts and dashboardings. It supports sharing and exporting crafted data. As a last step, help the client export data from Zoho and walkthrough GHL Customer Care Reporting Features!
All 2 steps in this procedure
  1. Log in to GHL Customer Care: Go to Automation > Workflows.
  2. Set up Triggers and Actions: Configure similar triggers and actions in GHL Customer Care using the Workflow feature, ensuring that all essential automations, such as autoresponders, email sequences and task assignments, are replicated. Leverage workflow edit engagement scoring actions to fully replicate remaining engagement scoring rules.

Migrate Analytics

Zoho Analytics provides data analysis and reporting across Zoho apps. It supports drag and drop report building and data visualization with charts and dashboardings. It supports sharing and exporting crafted data. As a last step, help the client export data from Zoho and walkthrough GHL Customer Care Reporting Features!

Step 1: Export Zoho Analytics

  • Export: Manually export or copy any additional data or configurations from Zoho, such as analytics data.

Step 2: Walkthrough GHL Customer Care Reporting Features

Step 2: Walkthrough GHL Customer Care Reporting Features (image 17 of 17) What this shows Custom Widgets: Recreate Reporting in Dashboard Widgets to match Zoho analytics (Pro Plan Users Only) GHL Customer Care Reporting FAQs What this shows Illustrates the "Step 2: Walkthrough GHL Customer Care Reporting Features" section of "Zoho to GHL Customer Care (Migration Guide)". This screenshot appears in the "Step 2: Walkthrough GHL Customer Care Reporting Features" section of "Zoho to GHL Customer Care (Migration Guide)". The text alongside this image reads: Custom Widgets: Recreate Reporting in Dashboard Widgets to match Zoho analytics (Pro Plan Users Only) GHL Customer Care Reporting FAQs. This part of the guide covers 1 field, listed below. Image 17 of 17 What this coversCustom Widgets: Recreate Reporting in Dashboard Widgets to match Zoho analytics (Pro Plan Users Only) GHL Customer Care Reporting FAQs
Fields in this part of the guide GHL Customer Care Reporting FAQs
All 2 steps in this procedure
  1. Custom Widgets: Recreate Reporting in Dashboard Widgets to match Zoho analytics (Pro Plan Users Only)
  2. GHL Customer Care Reporting FAQs

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