Move your Zoho data to Simplify Your Work
Your data is probably scattered across Zoho CRM, Books, People, Desk, and Bookings — each in its own silo. We consolidate every module into Simplify's single customer record, so the chase between apps ends on day one.
We've heard every concern. Here are the three biggest.
Data is fragmented across 5+ apps
One customer lives in CRM, their invoices in Books, their support tickets in Desk. Migrating feels like solving a puzzle with half the pieces missing.
Inter-app linkages will break
The Zapier glue between your Zoho apps represents thousands of hours of admin work. You're terrified it all evaporates.
Per-user pricing lock-in
Your AED 700/mo Zoho One bundle locks you into their ecosystem. We'll unlock you and show you how much you save.
Every Zoho record that matters.
CRM contacts + accounts
Leads, contacts, accounts, deals, and activity timeline from Zoho CRM.
Books invoices + bills
Customer invoices, vendor bills, payments, credit notes with full VAT history.
People HR records
Employee master, leaves, attendance history, document library.
Desk tickets
Open + closed tickets, SLAs, canned replies, customer-satisfaction scores.
Bookings calendar
Recurring bookings, resources, and scheduled appointments.
Inventory (if on Zoho)
Products, warehouses, item groups, and stock adjustments.
Attachments
Every file attached across CRM, Books, People, and Desk.
Customer 360 links
The scatter is repaired — every Zoho app's records converge onto a single Simplify customer timeline.
Four steps. We carry the risk.
App audit
We connect via Zoho's API using your OAuth credentials. A 90-minute call maps which Zoho apps you use and which records matter.
Map + unify
Test migration unifies the scattered records — a customer in CRM + an invoice in Books + a ticket in Desk become one Simplify customer with three tabs. You spot-check.
Cutover
Final extraction runs overnight. Production Simplify tenant live next morning.
Zapier replacement
We demo Simplify's native triggers so you can retire the Zapier / Make workflows that used to glue your Zoho stack together.
How long it takes
Typical Zoho → Simplify migration: 1–2 weeks. Zoho's API is well-documented, so extraction is fast; the unification work is what takes the time.
What we promise
Every Zoho app we extract lands in Simplify or your migration fee is refunded. We commit to zero Zapier / Make rewrites — Simplify's native automations replace them.
Migration questions, answered.
We use Zoho One. Can we stop paying before the migration is done?
We recommend keeping Zoho One active for the 2-week migration window plus a 30-day read-only period — just in case you need to reference anything. Then cancel.
Will our Zoho Analytics dashboards still work?
No — but Simplify's built-in dashboards replace 80–90% of what teams typically build in Zoho Analytics. We'll walk through each of yours during kickoff.
What about Zoho Creator custom apps?
Custom apps built on Creator are the trickiest migration item. We review each during kickoff — most map to Simplify custom fields + automations, but some may need to stay in Creator temporarily.
Does it matter whether we're on Zoho CRM Plus, One, or Standalone?
No. We migrate per-app: whichever Zoho apps you use, we extract from.
Ready to move?
Apply for access and mention “Zoho migration” in the form. Our migration team will be in touch within 2 working days to scope the move.
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