Bring your data
Move from Zoho CRM to MatruOS
Bring everything across from Zoho CRM without re-typing: leads, contacts and accounts with owners and sources; deals with stage and closing date. You check every record before it is saved.
How to connect
Ways to bring Zoho CRM data in
- Sign in to Zoho and MatruOS reads your data directly
- Or an export from Zoho CRM
What comes across
Your records, ready to use
- Leads, contacts and accounts with owners and sources
- Deals with stage and closing date
How it works
Four steps
- 1
Pick where your data is
Sign in to Zoho or QuickBooks, or drop in an export file, and MatruOS recognises which app it came from. Tally import is still being checked on the live app, so until then our team moves Tally data with you.
- 2
Check the matching
Columns are matched to the right fields, including ones named your own way. Duplicates are found by phone, GSTIN or a close name.
- 3
Preview, then bring it in
See exactly what will be added before anything is saved. Files are read on your device, and nothing is sent until you confirm.
- 4
Check against your books
Each import is one batch, matched to your books before you go live, and taken out as a whole if the figures differ.
Moving from somewhere else?
Questions people ask
Will I lose my opening balances?
No. Customers and suppliers come with what each one owes or is owed, so your dues are right from day one.
Can I keep using my old software for a while?
Yes. Bring in what you need now and the rest later. Each import is kept as its own batch, so it can be reversed as a whole.
Do I need someone technical to do this?
No. The launch checklist gives it about 8 minutes, and the screens guide each step. If your data is unusual, our team does it with you as part of the service.
Is my data safe while it is being moved?
Export files are read in your browser and nothing is saved until you confirm. Direct connections to Zoho and QuickBooks use their own sign-in, and the access is kept only for the pull.
Run the whole business on one system Set up for your trade.
Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.
See plans and what each includes