How can we use something other than Account ID or Account Name as an identifier to match up data when importing data to Zoho?
We are trying to import new data to Zoho for accounts (add industries etc).
But the account names in Zoho, may be slightly different to the Account Names in the importing file, which causes issues in the long run.
However, we have a 'client code' custom field in Zoho that will definitely be accurate when matched to our import.
We would like to import, and use the 'client code' as the identifier to match each record. Is this possible?
From what we can soo, Zoho currently only gives us the option of using Account ID or Account Name. Is there any way around this?
Failing that possibility, is there any way we can easily change replace the account name for each account to be the 'client code' we have recorded for that account?
Thank you in advance.