Moving from 1С/BAS to Zoho CRM

Move the sales side from 1С/BAS to Zoho CRM in stages: companies, contacts, open deals and old enquiries go across while the team keeps selling

Many companies keep clients and orders in 1С/BAS simply because the books are there too. 1С/BAS is on the official prohibited software list, and managers want a convenient CRM. Zoho CRM keeps leads, companies, contacts and deals as separate record types, so the sales data from 1С/BAS has a clear place. We move it in stages: we look at what is really in 1С/BAS, clean out duplicates, make a trial load and let both systems run side by side until the figures match. Zoho CRM is a CRM, so accounting and tax reporting go to a separate accounting program your accountant chooses. Below: what we carry over, how the move goes and which Zoho CRM capabilities we rely on.

Request an integration System page: 1С/BAS →System page: Zoho CRM →

What we move

1С/BAS → Zoho CRMCounterparties from 1С/BAS — companies with tax code and addresses — become companies (accounts) in Zoho CRM; duplicates are merged before the load.
1С/BAS → Zoho CRMContact people with phones and emails become Zoho CRM contacts linked to their company.
1С/BAS → Zoho CRMCustomer orders that are not yet closed become deals in Zoho CRM, so they are finished there rather than in 1С/BAS.
1С/BAS → Zoho CRMEnquiries recorded in 1С/BAS that never turned into a sale are loaded as Zoho CRM leads, so the team can come back to them.
1С/BAS → Zoho CRMSales history by client for the period you choose is carried over as reference; large lists go through Zoho's bulk loading mode rather than one record at a time.

How the move goes

First the Zoho CRM account administrator gives our exchange access through Zoho's own sign-in, so nobody's password is ever handed over or stored.
We look at what is really in your 1С/BAS: which catalogues and documents sales use, what is outdated; together we decide what moves to Zoho CRM and what stays in the archive or goes to the accounting program.
Before the move we clean the data: merge duplicate counterparties, fix phones and names, and mark old records the CRM does not need.
We make a trial load of a small part of the data, and your managers check clients and open orders on familiar examples before the full load.
For the transition both systems run in parallel: new sales go into Zoho CRM, and 1С/BAS stays at hand as a reference, so the team keeps selling.
We reconcile clients and open orders in Zoho CRM against 1С/BAS on the same date; every difference is explained before the next step.
Only after that is the sales side of 1С/BAS switched off; the accounting part stays until your accountant moves to their new program, and the old database is kept as an archive.

Automation scenarios

One client, several cards

Before the same client sits in 1С/BAS under several spellings, and managers argue whose client it is.

After duplicates are merged before the move, and in Zoho CRM the client has one card with the whole history.

Old enquiries forgotten

Before enquiries that never became a sale sit somewhere in 1С/BAS, and nobody returns to them.

After they arrive in Zoho CRM as leads, and the team decides whom to call back.

Afraid to switch

Before the move is postponed, because nobody knows what happens to orders in progress on the day of the switch.

After open orders move to Zoho CRM, both systems run side by side, and sales go on as usual.

Sales and accounting part ways

Before everyone thinks leaving 1С/BAS means the accountant loses their tool.

After sales work in Zoho CRM, and the accountant moves the books to the program they chose, without waiting for the sales side.

How it works technically

For those who want to check: each point links to the official documentation page it comes from.

BAS products are on Ukraine's official list of prohibited software (Cabinet resolution №1335 of 22.10.2025, based on Presidential Decree №601/2024 of 02.09.2024). The direct ban applies to the state sector, critical infrastructure and systems processing state information resources.
Source: impactalaw.com ↗ checked 2026-09-25
According to the same documentation, the platform automatically builds a REST interface using the OData protocol, through which outside systems can read, change, create and delete data over HTTP.
Source: its.bas-soft.eu ↗ checked 2026-09-25
The API (v8) is authorised through OAuth 2.0, so an outside tool never needs to store a user's password.
Source: www.zoho.com ↗ checked 2026-09-25
Standard record types cover Leads, Accounts, Contacts, Deals, Forecasts and Activities, alongside support for custom record types.
Source: www.zoho.com ↗ checked 2026-09-25
A separate Bulk API handles pushing and retrieving data in and out of Zoho CRM asynchronously, built for large batches rather than single records.
Source: www.zoho.com ↗ checked 2026-09-25

Limits

The limits come from both systems. Every request to Zoho CRM spends credits from a daily pool, and the size of the pool depends on your edition and the number of user licences; some operations cost more than one credit. So a long history goes through the bulk loading mode and in portions, and we check your pool before the start. The Zoho CRM documentation we rely on does not describe a ready import of a 1С/BAS database, so the data is exported from 1С/BAS through its open exchange interface, prepared and loaded step by step. Zoho CRM is a CRM: accounting and tax reporting from 1С/BAS do not move into it and need a separate accounting program chosen with your accountant. 1С/BAS is on the official prohibited software list: we do not take projects for state bodies, critical infrastructure or systems with state data, and with private businesses we discuss the risk openly.

How to start

Three steps from a first message to work on your project.

01
Leave a request
Describe the task in the form — in text or by voice. Budget and timing are optional.
02
We review and estimate
A developer studies the brief, asks about anything unclear and sends an estimate.
03
We start
Once scope and price are agreed, the work begins.

Leave a request

or write to info@coreviaflow.space

Live project We built and run Gemalli — a B2B export platform with producer pages, a CRM and a deal chat. Read the case →

Questions

Is it legal to stay on 1С/BAS?

1С/BAS is on the official prohibited software list. The direct ban covers the state sector, critical infrastructure and systems with state data. For a private business it is formally allowed but considered a risk — check with your lawyer.

Will sales stop during the move?

No. For the transition both systems run in parallel: new sales go into Zoho CRM, and 1С/BAS stays as a reference until the reconciliation shows the same figures.

What about accounting?

Zoho CRM does not keep the books. Sales move to the CRM, and accounting and tax reporting move to a separate accounting program that your accountant chooses; we agree the boundary at the audit.

Can the 1С/BAS database simply be imported into Zoho CRM?

The Zoho CRM documentation we rely on does not describe such an import. We export the data from 1С/BAS through its open exchange interface, clean it and load it step by step, checking each part with your people.