Hello!
I would like to:
A) Export contacts found in the CRM module
B) as CSV,
C) clean-up the fields (add info to empty fields, correct info in wrong fields)
D) delete outdated contacts
E) import the cleaned data back into Zoho CRM
Questions:
1. Is there a "best practices" description anywhere?
2. Is it best to Export from Zoho CRM Contacts or the (stand-alone) Contacts module? How does the content of these two modules differ, if any?
3. Because there is a unique Contact ID for each contact, will it mess-up the structure if I delete a contact row on the CSV? (I can always identify a contact as ToBeDeleted and then delete those after importing them back to Zoho Contacts)
4. How do I avoid duplications when Importing the contacts back? Do I delete the contacts in Zoho CRM before importing the cleaned-up list? (probably not)
Thank you in advance for your kind collaboration.