Upsert your missing data without affecting the historic logs

Upsert your missing data without affecting the historic logs

Dear Customers,

We hope you're well!

Migrating your data from a legacy system to Zoho CRM is a critical operation as it deals with treasured data. In an unfortunate event, if you have missed to move your historical datasets, you have had to repeat the migration process all together to protect the integrity of their timeline. With a huge volume of data at hand, repeating this process is painstakingly redundant and time-consuming and that's why we have come up with a useful enhancement to upsert data.

The Upsert operation 

Upsert is a database operation that enables you to update data to an existing record or insert data to the original database while simultaneously ensuring relevance and accuracy.
 
As opposed to module imports where data added or updated is considered as edits to the records, upserting datasets is meant to patch the data with the existing database without altering their chronology and timeline.

How are we ensuring integrity while restoring missing data?

While our goal is to restore missing data to the database seamlessly, we are also aware of how the migrated data could have been put to use in Zoho CRM or how the older values could have been altered, changing their original timestamps. With these potential consequences in place, upserting missed data might question its relevance to the current process and thus we are leaving the decision to choose the desired data at the hands of admins through an action called Upsert Resolution.
 

The Upsert resolution:

Upsert resolution is like a gatekeeper. Based on the nature of your conflict, it lets you decide what desired data to upsert.

At this juncture, you have two data at hand:
  • Data already migrated to the system
  • File with data to upsert
 
As an admin, you would have a better knowledge of which data is right at the time of upsert. You would know if it is better to keep the new values per the process or retain the legacy values. Based on this judgment, you can choose your upsert resolution.

Untouched records indicate migrated records that are not modified after migration. By selecting untouched records as upsert resolution, you are intending to update only those records that are not "touched" for modification.

Selecting "All records" instructs the system to update all records in the system irrespective of them being modified after migration or not.

If you'd like to restore or retain empty values, you can also do so after selecting this preference.

That's all about seamlessly stitching legacy data back to its database. If you have questions or feedback about this enhancement, drop them in the comments section—let's connect!

Info
Release plan: The Upsert operation is available for customers in all DCs.
Editions: Available for editions from Free to Ultimate
CRM Availability: You can use this Upsert operation in both the UIs.
Help doc: CRM Old UI | CRM New UI 

 
May the right data win!
 
Kind regards,
Saranya Balasubramanian,
CRM Marketing

    • Recent Topics

    • Email Forwarding: Maintain business continuity

      As an administrator, ensuring uninterrupted email communication is critical when a role-based employee is unavailable due to extended leave or a temporary role change. Emails from customers, partners, and internal teams must continue to be received and

    • Tip #61- Collaborate live with Invite Technician- 'Insider Insights'

      We’ve all been there: you’re deep into a complex remote session, and you realize you need a second pair of eyes. Instead of ending the call or rescheduling, why not just bring the expert to you? With Zoho Assist, you can invite internal colleagues or

    • "Temporary" Field Value?

      I have a custom action in Form A report Detail View that passes the Rec ID and updates a Temp Record ID lookup field in the Form B record via openURL (and opens the Form B report in popup) . The updated Temp Record ID field value in Form B is then used

    • How to integrate Zoho CRM, Zoho Forms and a WIX Web Site

      Attached video demonstrates how to use Zoho Forms included in Zoho One, to design a Contact Us form to be embedded into a WIX web site and integrated into Zoho CRM.

    • Bug Causing Major Sync & SO Access Failures in Zoho POS

      We are experiencing critical and recurring issues in Zoho POS that all trace back to role-permission handling defects in the latest POS app version. These issues directly affect syncing, login ability, and Sales Order access for role-restricted users

    • Change Last Name to not required in Leads

      I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

    • Timesheet invalid data error

      Getting the "Invalid Date" error when trying to add a time sheet to an appointment in a work order. I initially though the work order was corrupt or something so I deleted the work order and recreated it. I added the first time sheet to the AP and saved

    • OAuth2 Scope Error - Incorrectly defaulting to CRM instead of Analytics.

      Hello Zoho Team, I am trying to connect n8n to Zoho Analytics API V2 for a simple automation project. Despite using the correct Analytics-specific scopes, my OAuth handshake is failing with a CRM-related error. The Problem: The authorization screen shows:

    • Add Custom Reports To Dashboard or Home Tab

      Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad Announcement: The feature is being rolled out across DC's and Edition in phases. To know more refer to the announcement post here.

    • Hiding Pre-defined Views

      You can enhance Zoho with custom views - but you cannot hide the pre-defined views. Most users focus on 4 or 5 views. Right now for EVERY user EVERY time they want to move to one of their 4 or 5 views - they have to scroll down past a long list of pre-defined

    • why can't agent see accounts & contacts

      My new user, with 'Agent' privileges, cannot see records that don't belong to them. How can I give them access? Why isn't this the default configuration in Zoho?

    • Sender Email Configuration Error.

      Hello Team, Hope you are all doing well. We are in the process of creating the Zoho FSM environment in the UAE. When we try to add the sender email address “techsupportuae@stryker.com”, we receive the error message: “Error occurred while sending mail

    • 【Zoho CRM】フィルター機能のアップデート：ルックアップ項目を使ったデータフィルタリング

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からフィルター機能のアップデートをご紹介します。 ルックアップ項目を使ったデータフィルタリングがより詳細に行えるようになりました。 この機能は詳細フィルターとカスタムビューで利用でき、必要な情報を正確に取得できます。 これにより、タブ間を移動することなく、より深く正確な方法でデータを絞り込むことが可能になります。 ◉できること 詳細フィルターとカスタムビューで、ルックアップ先タブの項目が選択可能

    • This will be long, Please bear with me - Next Gen Layout - Search

      In general, I think that Zoho are going in the right direction with the Next Gen UI. The latest update brings some nice improvements and all-in-all from a user's perspective I think the improvements are generally very good. However, there are some areas

    • Zoho Books | Product updates | July 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in Zoho

    • Zoho Books | Product updates | August 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.

    • Quotes Approval

      Hey all, Could you please help in the following: When creating quotes, how to configure it in a way, that its approval would work according to the quoted items description, not according to quote information. In my case, the quote should be sent to approval

    • Important Update: Facebook Pages API Deprecation

      Dear Zoho Analytics users, As of January 26, 2026, Facebook has officially deprecated Facebook Pages API version 18. This update involves the removal of several metrics that were previously supported by the API. As a result, these changes will affect

    • Adding a Deal to and Existing Contact

      I want to easily add a Deal to an existing Contact. If I click on New Deal on the Contact page this currently this is what happens: All of the mandatory field (and other field) information exists within the Contact. Is there a simple way for it to automatically

    • Email was sent out without our permission

      Hi there, One customer just reached out to us about this email that we were not aware was being sent to our customers. Can you please check on your end?

    • Flexible Partial-Use Coupons (Stored Value Credits)

      Subject: Feature Request: Ability for users to apply partial coupon balances per transaction Problem Statement Currently, our coupons are "one-and-done." If a user has a $50 coupon but only spends $30, they either lose the remaining $20 or are forced

    • Prevent accidental duplicate entry of Customer Ordersome

      Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platforms

    • Customizing Helpcenter texts

      I’m customizing the Zoho Desk Help Center and I’d like to change the wording of the standard widgets – for example, the text in the “Submit Ticket” banner that appears in the footer, or other built-in widget labels and messages. So far, I haven’t found

    • Migrating Brevo Automation Logic to Zoho Campaigns

      Hello Zoho Campaigns Support Team, I am in the process of migrating my email marketing from Brevo to Zoho Campaigns. I have around 10,000 contacts, which I have already successfully exported from Brevo and imported into Zoho Campaigns. I now need guidance

    • Is there a way to delete workspaces?

      I want to remove one of the workspaces in my Campaigns account. I don't see any obvious way to do this. Am I missing something?

    • Boost your Zoho Desk's performance by archiving tickets!

      The longer your help desk operations are, the more likely it is to accumulate tickets that are no longer relevant. For example, ticket records from a year ago are typically less relevant than currently open tickets. Such old tickets may eventually lead

    • Collapsing and expanding of lists and paragraphs

      hello Would you ever implement Collapsing and expanding of lists and paragraphs in zoho writer ? Best regards

    • New Custom View -Sorting the Custom fields

      While creating a New Custom View in invoice , Customers, Bills ,expense etc , the sorting of custom fields are not available , a query function "order by / sort by  " may also be included in  Define new criteria module  which will be more beneficial to

    • Make CAMPAIGNS email look as simple as possible

      Hi there I'm trying to make my Campaigns email look as much like a normal email as possible. I'm a bit stuck with the "justification" of the email email block. Can I LEFT JUSTIFY the "whole email" to make it look "normal"? (Please see screenshot attached)

    • [Webinar] Top 10 Most Used Zoho Analytics Features in 2025

      Zoho Analytics has evolved significantly over the past year. Discover the most widely adopted features in Zoho Analytics in 2025, based on real customer usage patterns, best practices, and high-impact use cases. Learn how leading teams are turning data

    • Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused.

      Hello. Lately we are having problems with some campaigns, which show us this error message. Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused. We can't find

    • Can I remove or divert certain contacts from an active Campaigns workflow?

      I have created a workflow in Zoho Campaigns, which sends different emails, once contacts have been added to a mailing list. To choose which email to send to the contacts, there are conditions, which divert contacts based on their company type and their company size. There was a subsection of this workflow, where company size wasn't selected correctly, and some contacts have been sent down the wrong path and received the wrong email. The workflow contains a reminder loop and a further series of emails.

    • File Upload field automatically replaces spaces with underscores – support experience

      Hi everyone, I want to share my recent experience regarding the File Upload field behavior in Zoho Creator and my interaction with the Zoho support team. When a user uploads a file, the system automatically renames the document by replacing spaces in

    • How to map fields from Zoho Recruit to Zoho People

      I've got these fields from my Job Offer that I'm trying to map to the Work information fields in Zoho People, but they arent showing up. For example, how do I get the department name field (in the job post) to map to the work information field in Zoho

    • UTM in zoho campaigns

      Helloo everybody!!! Someone know how IF ZOHO CAMPAIGNS has UTM for tracking the url of any campaigns. thank u

    • Full Context of Zoho CRM Records for Zia in Zoho Desk for efficient AI Usage

      Hello everyone, I have a question regarding the use of Zia in Zoho Desk in combination with CRM data. Is it possible to automatically feed the complete context of a CRM record into Zia, so that it can generate automated and highly accurate responses for

    • Knowledge base printing

      I saw a posting about printing the knowledge base as I was looking for the answer, but we would like the ability to print out the entire knowledge base with a click, keeping the same organization format.   Bonus would include an index of keywords and

    • Search not working!

      I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?

    • Zoho Books | Product updates | January 2026

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With the

    • Next Page