v1.0
4 min read
Data Engineering

1-Click Data Migration from Zoho CRM & Bigin

Learn how to seamlessly migrate your leads, contacts, deals, and notes from Zoho CRM or Bigin to AI WCRM.

This documentation page is live-rendered from the AI WCRM Knowledge Engine.
# 1-Click Data Migration from Zoho CRM & Bigin Migrating your sales pipeline, contact records, and communication history from **Zoho CRM** or **Zoho Bigin** to **AI WCRM** takes under 5 minutes. --- ### Migration Features - **Automatic Field Mapping**: Standard fields (Name, Phone, Email, Company, Lead Status) map automatically. - **Preserve Deal Pipelines**: Retain stage history, close dates, and deal values. - **Zero Loss Guarantee**: 100% data verification audit post-migration. --- ### Migration Steps 1. Export your contacts/deals as a CSV file from Zoho CRM / Bigin (**Setup → Data Administration → Export**). 2. Go to **AI WCRM Dashboard → Settings → Data Import & Migration**. 3. Select **Zoho / Bigin One-Click Importer** and upload your CSV. 4. Review field mappings and click **Execute Migration**. --- <Callout type="tip"> **Free White-Glove Support**: Enterprise teams can request free hands-on migration assistance from our dedicated onboarding team. </Callout>

Was this documentation article helpful?

Your feedback helps us continuously improve the AI WCRM Knowledge Base.

Grow your business on WhatsApp! 🚀

NGTech AI

Always here to help

Hi! I'm the NGTech WCRM AI assistant. How can I help you learn about our WhatsApp CRM platform today?
Powered by Groq