Migrate from Zoho, Keka, or Any HR Software to Managetrix
The transition to a new HR management solution is a daunting task. Can I ensure the safety of my employees’ records? Are there risks to lose my payroll history? How long should my company wait for a fully operational system? These are the first questions that an HR manager and owner of a business ask themselves. Managetrix has thought about everything and developed a process that eliminates all worries during the process of transition.
Being self-hosted and sold with a single payment policy, you need to migrate only once to benefit from Managetrix and stop paying per-user costs. Managetrix allows importing data from CSV/Excel formats, which means that you can migrate data from Zoho People, Keka, Darwinbox, or any other HRMS that supports data exporting. Most customers start using our solution within 1-3 days, not weeks. The team at Managetrix checks your files, performs mapping, data validation, and imports the data.
This manual provides detailed information on the type of data that can be transferred, process of transfer, time required for it, and support services available. If you are using the monthly subscription service and planning to use the owned system instead, this page will be helpful for you.
The following are four practical reasons why companies make a shift to Managetrix. Firstly, there are no per-user fees anymore, meaning that your expenses remain fixed irrespective of whether you hire an extra 20 people; thus, you do not have to pay more for software. Secondly, your company has total data ownership due to the fact that the software is self-hosted, which means that all your information about your employees will stay on your own server and will not be stored by any third party. Thirdly, there is no locking into a subscription anymore due to the fact that payments are done only once.
These four elements multiply themselves for expanding firms. A firm employing a hundred people will spend thousands each year using the pay-per-user method, whereas an annual license leaves all that cash in the business. Migration is the link between the previous licensing structure and the new ownership structure, and our migration path is as short as possible.
What Data Can You Migrate?
As you begin, it will be important to understand exactly what data types we can migrate. The table below explains that information.
| Data type | Supported | Format |
|---|---|---|
| Employee master data (name, ID, department, designation) | Yes | CSV / Excel |
| Contact details and addresses | Yes | CSV / Excel |
| Salary structure and payroll history | Yes | CSV / Excel |
| Attendance and leave records | Yes | CSV / Excel |
| Documents (ID proofs and contracts) | Yes (bulk upload) | PDF/images |
| Custom fields | Yes | PCSV / Excel |
| Historical payslips | Partial / depends on export format | PDF/Excel |
The precise mapping of the data would be determined by your present software’s export format. The review of your exported data is done before the migration process starts to avoid any surprises afterward. Should your present software fail to allow the specific export of your data, we will let you know in advance.
Step-by-Step Migration Process
The whole process of migrating has five distinct steps. Each step ensures that your information is safe while keeping you updated at all times.
Access your Zoho People, Keka, or any other HRMS you’re currently using and export employee, payroll, attendance, and leave data in CSV or Excel format. An admin can complete this within minutes.
Send your exported files to the Managetrix migration team. We check your data structure, map it to our system, and highlight any gaps before importing.
Our team maps your file columns to Managetrix fields, such as “Emp Code” to “Employee ID” and “Date of Joining” to “Joining Date”. We send a validation report before importing so you can verify the data mapping.
We import sample data for testing so you can check its accuracy. We resolve discrepancies before proceeding with the full import. Testing is optional for small teams.
After validation, the full data import takes place and we launch Managetrix, usually within 1-3 days of receiving your files. Simple migrations can be completed in one day.
Migration Assistance Options
Not all teams require the same amount of support. We provide three choices for you to select according to your data’s complexity and capability within your organization.
| Option | What’s included | Best for |
|---|---|---|
| Self service | CSV/Excel templates and documentation | Small team with simple data |
| Assisted migration (paid service) | Mapping, import, and validation are handled by our team | Teams with payroll history or complex data |
| Enterprise migration (paid service) | Dedicated migration manager, custom field mapping, and on-call support | 200+ employees, multi-entity organizations |
Self-service migration is free and is suitable for smaller groups migrating only employees and attendance data. Assisted and enterprise migrations are paid migrations, and we will provide you with an estimate after having looked at your export files. Payroll-historied groups opt for assisted migration since the price is much lower than the possibility of payroll mistakes.
How Long Does Migration Take?
Timeline varies based on the amount of data you have to move and the complexity of your current system.
Simpler Migration (employees/attendance only): 1 day
Standard Migration (employees/payroll/leave): 2-3 days
Complex Migration (multi-company/custom fields/historical payslips): 3-5 days, based on quote
Note that these timelines will be affected by the status of your export files and your team’s availability for testing imports. In case of non-standard export from your current system, it would take an additional day or two.
Common Migration Concerns
Frequently Asked Questions
1. Can I migrate from Zoho People to Managetrix?
Yes. Please export the data you need to migrate from Zoho People in CSV/Excel format and send it to us for migration. The migration process usually takes 1-3 days.
2. Can I migrate from Keka to Managetrix?
Yes. Data export by admins is supported in Keka. We take care of field mapping and validation before the import.
3. Does Managetrix charge for migration?
The self-service import process is completely free. However, assisted and enterprise migration come at a cost. Please contact us to get a personalized quote depending on the amount of data you have.
4. Will I lose data during migration?
No. We validate your export file and give you a validation report before importing everything so you can check the accuracy before launch.
5. Can I migrate custom fields?
Yes, Custom Fields can be mapped from CSV/Excel. Custom Field Mapping and Validation is included in the Enterprise Migration Process.
Ready to Switch? Here’s Your Next Step
End the payment of per-user fees every month. Switch to Managetrix, where you make a one-time payment, have self-hosting, and own all your data. Our experts will examine the files provided by you for export and provide you with an accurate schedule before you even decide to go with us. Whether it is Zoho, Keka, Darwinbox, or any other HRMS, we will inform you about what can be done.
