Finance ERP · 2026
Migrated a real estate company's accounting from Daftra to Zoho Books: configured the system from scratch, extracted every record from Daftra, and moved it into Books with the chart of accounts and journal entries intact.
- Client
- Real estate development company
- Role
- Business Analyst & ERP Developer
- Completed
- November 2026
- Duration
- 2 weeks
Overview
The company ran its accounting on Daftra and moved to Zoho Books so finance would sit on the same Zoho One platform as its CRM, projects and HR. I owned the migration end to end: setting up Books, extracting the data, and moving it across.
The challenge
Move the company's full accounting history from Daftra to Zoho Books without losing or mismatching a single entry. The two systems structure accounts and entries differently, and the books had to stay correct while the company kept working.
What I built
- 01Designed a unified multi-branch chart of accounts and tax setup in Zoho Books.
- 02Built purchase and expense approval flows with Deluge, routed by amount and branch.
- 03Migrated historical ledgers with reconciliation checks at every step.
- 04Shipped live cash-flow and receivables dashboards in Zoho Analytics.
Results
0%
Entries lost in migration
180+
Accounts in the chart
8000+
spreadsheets left in finance
Stack
- Zoho Books
- Data Migration
- Daftra
- Excel
- Data Cleaning
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