Bringing categories across from Office 365 to Zoho- whats the workaround?
Hello,
Im in the process of Syncing Contacts between Office 365 and Zoho.
We currently have over 1,500 contacts on Outlook Office365 which we want to sync with Zoho.
I see that we can drag the contacts from our main Outlook folder into the Outlook Zoho CRM folder (this folder was auto generated when we linked O365 to Zoho).
and the following fields- email, phone, name, company all come across ok.
Now our contacts are currently categorised using ‘Categories’ on Outlook, we categorise them for marketing purposes amongst reasons and we need to ascertain the best way of replicating this in Zoho ie using ‘tags’ or ‘custom fields’ and how we do the sync, import or migration etc & then how this works going forward.
As an example, we have a client that we categorise as follows:
Their LinkedIn Status ie ‘LI Connected’
Type of Person is ‘Property Developer’
Grade of client ie ‘Client 3 Hot’
Send Happy birthday ‘Send Birthday Card’
Apologies if I havent made this clear......