Move to Zyntra OS

Move to Zyntra OS from Zoho

Your books from Zoho Books and your clients from Zoho CRM, signed in on your own Zoho account — or from Zoho's export files.

Talk to us Zyntra OS + Zoho

What comes across

Once, without retyping it — and only what you choose.

Your accounts

Each old account is mapped by a person to one of your Zyntra OS accounts — none is guessed, none is made.

Customers, vendors and items

Your customers, vendors and items, each brought once.

One opening entry

Your trial balance at the date you choose, with each open invoice and bill as a line of it, posted once.

Clients, contacts, leads and deals

Companies become clients, contacts their contacts, open leads become leads, and each deal lands in the stage a person mapped it to.

Your old system is only read

Nothing is changed there, and nothing is written here until you say so.

Read only

Zyntra OS only reads your old system; nothing is changed or deleted there.

See it first

A preview shows what will come; it writes nothing.

Checked to the fils

The opening entry is refused unless its debits equal its credits and the open invoices and bills add up exactly to the receivables and payables.

Undo

An import can be undone: what it made is taken back, except anything used since. A second run adds nothing.

How the move goes

Connect ZohoIn Setup › Import from your old system, choose Zoho Books or Zoho CRM, pick your Zoho data centre and sign in.
Map and lookMap the accounts and deal stages Zyntra OS asks about, then look at the preview.
Import, oncePress Import; what arrived is reported line by line — and Undo is there if you need it.

Questions about the move

Which Zoho data centres work?

zoho.com, zoho.eu, zoho.in, zoho.com.au and zoho.sa — you choose yours before you sign in.

Are my balances checked?

Yes, exactly: the opening entry must balance, and the open invoices and bills must equal the receivables and payables to the fils, or nothing is posted.

Can the import be undone?

Yes. Undo takes back what the import made — the opening entry and the records it added — except anything used since.

Bring what you have

We help you move, and the connection costs nothing extra.

Talk to us See the prices +962 795 900 124 [email protected]