Hi. After over a month of trying to get sales data in zoho CRM, I have just been informed that if you have already added *any* data to zoho CRM - eg. you've imported contacts - then the migration tools will not work.
They will appear to take the data files - in this case, Sales Orders and Sales Order Details - but will not process them. There is also no import routine for Sales Orders.
In short, you get one shot to import your CRM data, and it must be done on a clean installation.
what I've got is a CRM with no workable client data and no way to get such data into the service.
is an astoundingly flawed way to approach to data imports. Crippling for any organisation looking to do a staged migration -- which is most would need if they are moving to Zoho One.
But it is what we've got to work with.
here is my question. Can I export my current data from Zoho CRM (really just the customer data a few trial sales orders entered while modifying the sales order screens), then DELETE EVERYTHING in the CRM, getting it back to a fresh state (with my module modifications, of course) and then run the migration tool to bring in all the data I need.I saw on a previous discussion that is the only way to re-enabled the migration routines.
Can Zoho technicians please confirm this.
I do not want to delete my data, only to discover the migration / import routines are still disabled.
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And now a call out to Zoho's executive.Zoho desperately needs a real-world UTA team. There are many completely flawed features that are unusable in the real world. A 'migration' feature that is effectively crippled after a single file import... an inability to filter customer's by their spend or what they have purchased... looking up contact only by first OR last name (seriously, how did THAT design decision ever get agree to!?)... no webhook receiver for the integration tool (flow). The list goes on. Many, many short-cuts that were clearly made to make like easier for a Zoho developer, without thinking about the impact on customers or implementation partners.
need to get a customer-focus group and UTA team to review the programers requirements before they code such nonsense, and then review after the fact.
get me wrong: there is a LOT to love about Zoho. But a few small, impractical decisions on some features render the CRM useless for all but those with the most limited uses. I see huge potential for Zoho, but it is clearly scoped by Zoho developers for THEIR needs... not the needs of the marketplace.As a result, I have had to stop recommending Zoho to my clients.I would love, love, love to become a Zoho Partner... but not until the focus of development is more practical.