Zoho Books Data Migration

Posted 5 days ago

Worldwide

Summary

We are looking for an experienced data migration specialist to migrate approximately 50,000–60,000 invoices covering 3 years of financial data from Tally and another billing software into Zoho Books. Scope of Work: Extract invoice data (sales invoices, and related financial records) from Tally and a secondary billing software Clean, standardize, and map data fields to match Zoho Books' import format/schema Ensure accurate mapping of customers, items/products, tax details (GST/VAT as applicable), payment status, and dates Bulk import invoices into Zoho Books using Zoho's import tools, API, or a combination of both Validate migrated data for accuracy — matching invoice counts, totals, and balances against source systems Handle duplicate detection and data reconciliation Troubleshoot and resolve any import errors or data mismatches Provide a summary/report of the migration once complete Requirements: Proven experience with Zoho Books data migration/import (bulk imports, API usage) Strong working knowledge of Tally (data export/extraction) Experience with large-scale data migrations (50K+ records) and data cleaning in Excel/Google Sheets or scripting tools Familiarity with accounting/invoicing concepts (invoices, taxes, payment terms, customer/vendor records) Attention to detail and ability to ensure zero/minimal data loss during migration Good communication skills for status updates and issue reporting

  • Not Sure
    Hourly
  • 1-3 months
    Duration
  • Expert
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Zoho Books
Bookkeeping
Activity on this job
  • Proposals:15 to 20
  • Last viewed by client:4 days ago
  • Interviewing:
    2
  • Invites sent:
    1
  • Unanswered invites:
    1
About the client
Member since Jul 3, 2025
  • India
    Noida8:02 PM
  • Tech & IT
    Mid-sized company (10-99 people)

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