Where the Zoho CRM export lives, what imports into Nexa by file, and what you re-enter once.
$23/month → $279 once.
Zoho CRM at $23/month costs $828 over 3 years at today's price. Nexa is $279 once — $549 less over that period. Your Zoho CRM client list and your bank history and expenses import into Nexa by file. Services and the invoices still open you re-enter once; past invoices and job history stay in your Zoho CRM export. Keep Zoho CRM running until Nexa checks out — and Nexa has a 30-day money-back guarantee.
Client addresses don't import into the client record yet — they come across in the Notes column. The full list, with templates, is on Bring your data.
Get your files out before you change anything. In Zoho CRM the export lives at Settings → Data Administration → Export (CSV, Excel). Menu names change between versions — if the path doesn't match, search Zoho CRM's help for "export". Excel (.xlsx) files import as they are; an old .xls file, save as .xlsx or CSV first.
Watch for: Blueprints and workflows don't export. Custom module structures need manual recreation.
Settings → Data Administration → Export → Select 'Leads' or 'Contacts.' Export with all fields.
⚠ Zoho has both Leads and Contacts — export both if you use both
Same process → Select 'Accounts.' Captures company records.
⚠ Account-contact relationships may need manual linking in Nexa
Export 'Deals' or 'Potentials' (depending on your Zoho version).
⚠ Deal stages export as text — use as reference for Nexa job workflow
If you use Zoho automation, document your key workflows. Workflows are settings and do not export.
Exports from Zoho CRM, but check it: Custom fields (manual mapping); Tasks (basic export).
Each import reads your file, matches the columns by their names, and skips anything you already have — so a second try never makes doubles.
CRM → Tools menu → Import CSV, or Settings → System → Import from another tool, then choose the client file (CSV or Excel) you exported from Zoho CRM. Columns are matched by header name, in English or Spanish, so Company, Customer Name, E-mail, Mobile, Empresa or Correo work as they are. Separate First Name and Last Name columns are joined into one contact name, and Street, City, State and ZIP columns into the client’s address. Status words from other tools (Active, Archived, Proposal) are matched to Nexa’s stages. Nexa needs a Business or a Contact column; it also reads Email, Phone, Address, City, State, ZIP, Status, Type, Tags, Source, Notes. Rows that match an existing client by business name, email or phone are skipped, so re-importing is safe.
Banking → Import CSV / OFX. Download a CSV, OFX or QFX from your bank. Downloads from Chase, Bank of America, Wells Fargo, Capital One, Discover, American Express, Citi, BBVA México, Banorte and Santander México are recognized as they come. This brings the money side of your history across, whatever Zoho CRM kept. Banking can also connect to your bank directly.
Expenses → Import CSV button, or Settings → System → Import from another tool. Nexa needs an Amount column; it also reads Date, Vendor and Category. Vendor can also be called Merchant, Payee or Description. Spanish headers (Fecha, Proveedor, Concepto, Monto, Importe) work too. Amounts can carry $ and thousands commas ($1,234.50), and a comma inside a vendor name is fine when the cell is quoted, as exports do. A bank file that shows spending as negative numbers is read as money out. In a file with both signs, only the positive rows become expenses. A row with the same vendor, amount and date as an existing expense is skipped.
Recurring work: Jobs import one at a time. Open the ones that repeat and set how often. Online booking: Imported services start off your booking page. Turn Bookable on for the ones clients can book themselves.
Keep Zoho CRM active as a backup until everything here is checked off.
Zoho CRM at $23/month costs $276 a year at today's price. Over 3 years: $828. Nexa is $279 once. The break-even point is 13 months; after that, what Zoho CRM would have charged stays with you.
Yes, the open ones. Export your unpaid invoices as a CSV and import them under Settings → System → Import from another tool. Each comes in with its number, client, due date and what is still owed; paid and void invoices are left out. Keep the export of past invoices as your record.
No. An Address or Street column, plus City, State and ZIP when your export splits them, comes in as the client’s address.
Nothing doubles. Clients that match by business name, email or phone are skipped; so are expenses with the same vendor, amount and date, invoices with the same number, and jobs and tasks with the same title and date. Services with the same name get the new price.
The exports are the slow part — a few minutes each. Each import takes seconds.
Yes, and you should. Cancel only once your clients and numbers check out in Nexa.
30-day money-back guarantee. Export from Zoho CRM first, then decide.
· Import list read from the Nexa app · Zoho CRM price: cheapest plan that does the core job