Can I update data on the Zoho CRM from an modified backup file (Import from Excel)?
Hello!
Another new user here.
There are some operations on data that I'm comfortable performing in excel. What I've done so far is download the latest backup, made a copy and performed the operations I needed to. I've done this without changing the format of the data.
What I would like to do is find a way to update the data online without deleting and creating all the records. I would prefer not to lose the information on when the data was created but rather just have my update be noted as a modification.
What I'm really asking is, is it possible to update (not create) records using data from Excel?
Thank you for the help!
Joey
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