Zenport Industries

Zenport Industries is a global leader in the manufacturing and marketing of professional and consumer-grade horticulture tools. Their products serve the lawn and garden, landscape, irrigation, and agriculture markets across the world. With operations expanding and data requirements growing, Zenport sought to transition from QuickBooks Desktop to a more scalable and cloud-based accounting platform—Zoho Books.

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About Zoho CRM

Turn Conversations into Conversions with Zoho CRM

Zoho CRM is an all-round customer relationship management tool designed to streamline sales, marketing, and support operations. With a customizable interface, automation tools, AI-powered insights, and seamless integration with your favourite apps, Zoho CRM helps you convert more leads and retain more customers—all in one place.

Challenge and Problem Statement

High Data Volume

  • The company needed to migrate over 75,000 sales orders, 100,000 invoices, and 200,000 payment records.

Historical Data Requirements

  • More than four years of historical data, along with year-to-date (YTD) transactions, needed to be accurately migrated.

Payment Allocation Discrepancies

  • Payments were often not properly linked to corresponding invoices in the existing system, leading to financial reporting inconsistencies.

solution

Deep data cleansing and normalization

Automated mapping and validation of records

Customized scripts for bulk migration

Reconciliation checks to ensure accuracy across accounts

Our Process

How to get started?

Our Simplified 3-Step Service Process

1
Consultation and Customization

Begin with a discovery call to help us understand your business, biggest pain points and time consuming processes.

2
Implement

Next, we customize Zoho applications and integrate Zoho applications with your existing industry-specific systems to align perfectly with your operational goals and processes.

3
Track Progress

After implementation, we continuously monitor the performance against the set milestones and tasks through Zoho Projects

Ready to transform your business with Zoho?

Book a complimentary consultation today to explore how our tailored solutions can streamline your operations

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Modules Migrated

Chart of Accounts
Customer Payments
Customers & Vendors
Items
Invoices & Credit Notes
Expenses & Refunds
Sales Orders
Journal Entries
Bills & Bill Payments

Results

Metric
Improvements
Sales Orders
75,000+ migrated
Invoices
100,000+ migrated
Payments Allocated
200,000+ allocated
Manual reconciliation time
40% Reduction

Business Impact

Successfully migrated

75,000+ sales orders, 100,000+ invoices, and 200,000+ payment allocations with no data loss

accounts

All accounts were reconciled and verified for integrity post-migration

Automated processes

replaced manual entries, reducing errors and saving time

Zenport

now benefits from a future-ready, cloud-based accounting system with automation and real-time reporting capabilities

Business Impact

Unified view of customer data across sales, service, and operations teams.
42% improvement in average response time
35% faster query resolution
25% increase in first-contact resolution rate
Provides a cohesive environment for all business functions
Zoho Smart Business

Zoho Apps Used

Legacy App Replaced

“"Our migration to Zoho Books was executed with exceptional precision and professionalism. Despite the scale and complexity of our historical data, the transition was completed seamlessly, without any data loss or disruption to our operations. The team demonstrated a deep understanding of both our technical requirements and business goals, ensuring complete reconciliation and accuracy throughout the process. With Zoho Books, we now operate on a scalable, cloud-based platform that supports real-time financial oversight and greater operational efficiency.”

—David Miller, E-commerce Development Specialist, Zenport Industries

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Our Certifications

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Certificates & Achievements

Certified Zoho Partner for CRM

250+ Successful CRM Implementations
Trusted by 100+ Businesses
4.9/5 Customer Satisfaction Rating

We are here to help!

Whether you’re seeking to streamline your operations, enhance efficiency, or secure your data, our team at Automate Accounts is dedicated to provide personalized, cutting-edge solutions tailored to your business needs. Get in touch to discover how we can elevate your business to new heights

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