Zoho Setup and Migration

Set Up Zoho the Way Your Business Works

Setting up Zoho involves more than creating accounts and switching on applications. Your users, domains, permissions, data and business processes all need to be configured correctly from the start.

PlanetWeb helps businesses set up Zoho applications and migrate existing data from platforms such as Microsoft 365, Google Workspace and other business systems, with careful planning to minimise disruption.

What We Handle

From initial configuration to data migration, we handle the technical work required to get your Zoho environment ready for everyday business use. This includes setting up your organisation, configuring applications and access, and moving email, files and other business data from your existing systems.

Zoho Organisation Setup

Configure your Zoho organisation, domains, users, roles and core account settings according to your business requirements and how your teams will use Zoho.

Email & Domain Migration

Set up Zoho Mail, configure your domain and DNS records, and migrate mailboxes from Microsoft 365, Google Workspace or another email platform.

Data & File Migration

Move business data, documents and files into the appropriate Zoho applications while maintaining a clear structure that makes information easy to manage.

Application Configuration

Configure the Zoho applications your business uses, including settings, permissions, workflows and user access, so they are ready for day-to-day operations.

Why Your Zoho Setup Matters

A well-planned Zoho setup gives your teams the right access, keeps your data organised and helps avoid problems during migration. Getting these foundations right also makes it easier to manage your Zoho environment as your users, applications and business requirements change.

Right Access
Users get access to the applications and information they need, without unnecessary permissions that could create security or management problems.
Organised Data
Your files and business data are structured properly from the start, making information easier to manage and maintain across your Zoho environment.
Smooth Migration
Your email, files and other business data are moved carefully and tested before the transition, helping reduce disruption to everyday work.

Our Zoho Setup and Migration Process

We take a planned approach to Zoho implementation, starting with your existing environment and requirements before configuring the new system and moving your data. Each stage is checked before the transition so your new Zoho environment is ready for your users.

Assess

Review your current systems, users, data and Zoho requirements.

Plan

Define the migration approach, application structure, users and permissions.

Configure

Set up your Zoho applications, domains, accounts and required settings.

Migrate

Move the agreed data, test the new environment and complete the transition.

Ready to Move to Zoho?

Tell us what you’re currently using and what you want to move to Zoho. We’ll help you plan the setup and migration around your business requirements.