help dataprep

help dataprep

Hello,

 

I've started working with the "dataprep" tool from Zoho. The objective is to automate the import of customer data from our Sage ERP to Zoho CRM. The first step involves synchronizing the "ACCOUNT" data, followed by the "contact" data, and finally, the sales figures.

Currently, I suggest focusing on phase 1, which is importing the "ACCOUNT" data. For an initial Proof of Concept (POC), I've extracted the Sage database into an Excel file that I manually send to dataprep. Once the POC is successful, this file will be deposited daily in a OneDrive, FTP, or S3 folder (to be determined), and the pipeline should run every night. The name of my dataset is "BDC 10 _ Customer List - Zoho Import."

However, I'm facing two issues preventing the completion of the export, and I would like to seek your expertise to resolve the situation. Here are the two problems:

1. Unable to find the "category – end" field, even though this information is present in the Zoho CRM file.

2. I still have 39 columns in matching error. These columns exist in Zoho CRM but not in my file, and I don't need them for the import. How can I ignore these columns? 


Naturally, I have already conducted all standard tests:

- Checked the permissions for the custom field.
- Verified administrative privileges (other specific fields work, only the "category-end" field does not).
- Clicked on the small red cross to ignore it.
- Attempted matching based on the missing columns.

After a week of investigation with my integration provider, they also couldn't find a solution.

I appreciate your assistance in advance.

 

Best regards





                            Zoho Desk Resources

                            • Desk Community Learning Series


                            • Digest


                            • Functions


                            • Meetups


                            • Kbase


                            • Resources


                            • Glossary


                            • Desk Marketplace


                            • MVP Corner


                            • Word of the Day



                                Zoho Marketing Automation
                                        • Sticky Posts

                                        • Zoho CRM connector's export functionality enables end-to-end CRM data pipeline

                                          We're thrilled to announce an update to our Zoho CRM connector that will enable you to create data pipelines to Zoho CRM. The public beta of "export to Zoho CRM" is now available, and can be enabled for users requesting it via email. Using the feature,
                                        • Zoho DataPrep is now launched!

                                          We are excited to announce the launch of Zoho DataPrep – An advanced self-service data preparation and data pipeline service.  Introducing Zoho DataPrep Zoho DataPrep helps organizations prepare data by automatically identifying errors, discovering data


                                        Manage your brands on social media



                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources



                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources


                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources


                                                            Zoho Sprints Resources


                                                              Qntrl Resources


                                                                Zoho Creator Resources


                                                                  Zoho WorkDrive Resources



                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series


                                                                      • Tips

                                                                        Tips

                                                                      • Functions

                                                                        Functions

                                                                      • Meetups

                                                                        Meetups

                                                                      • Kbase

                                                                        Kbase

                                                                      • Resources

                                                                        Resources

                                                                      • Digest

                                                                        Digest

                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner

                                                                      





                                                                      




                                                                          Design. Discuss. Deliver.

                                                                          Create visually engaging stories with Zoho Show.

                                                                          Get Started Now