{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Go High Level","title":"Zoho to HighLevel (Migration Guide)","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/cc701b7e\"></iframe>","width":"100%","height":180,"duration":1042,"description":"Free 30-Day Go High Level Trial with 90 days of SupportZoho to HighLevel (Migration Guide)Frequently Asked Questions: Migrating from Zoho to HighLevel What key components should I migrate from Zoho to HighLevel? You should migrate the following components to ensure a smooth transition: Contacts, Users, Calendars, Opportunities, Forms, Contracts, Sites, Automations, and Analytics. It's crucial to address each of these elements to maintain data integrity and functionality in HighLevel.  How do I export contacts from Zoho, and what preparation is required before importing them into HighLevel?  In Zoho, go to Setup, then Data Administration, and select Export. Choose Contacts, select the fields you want to export (including email or phone number), and download the CSV file. Before importing into HighLevel, ensure date formats are in YYYY-MM-DD, use UTF-8 character encoding, clean up any special characters, and recreate any custom fields in HighLevel under Contacts > Settings > Custom Fields.  What is the process for migrating users from Zoho to HighLevel, and what do I need to consider?  Export user data from Zoho via Setup > Data Administration > Export, selecting the necessary fields. Unlike contacts, users need to be manually added in HighLevel by navigating to Settings > Team > + Add Employee. When adding users, consider the user type and role (agency or sub-account user, admin or regular user) and assign appropriate permissions and subaccounts. Breakdown users by teams to efficiently copy permissions across users in HighLevel.  How do I migrate calendars from Zoho Bookings to HighLevel?  Export appointment data from ZohoBookings via Setup > Data Administration > Export. Then, manually recreate calendars in HighLevel under Sub-account Settings > Calendars. You'll need to reconfigure calendar settings, user assignments, meeting locations, and integrations. Calendar Syncing can be added in Subaccount Settings > Calendars > Connections.  What's involved in migrating...","thumbnail_url":"https://img.transistorcdn.com/aNSyeYpl2qFfrXMWWT7NCxUYj6EJad0-22pGd_ZDOR0/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8xMzBi/Y2Q1ZTUwNWNhYzZm/NWYxY2YyZTU0NzU4/YmUxMS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}