How do I map fields while importing tasks?
Hi,
I am trying to import tasks from from another CRM to Zoho. I am not sure of the values expected in the field mappings.
I started by exporting a set of tasks from Zoho CRM itself and import back the same. The tasks are getting imported, but the following fields are missed out.
Due Date - My file has this in dd-mm-yyyy format and I chose the same in advanced options.
Contact Name - Should I give the contact name or contact id here. I tried giving both; neither works.
Related To - Should I give the potential name or potential id here. Both doesn't work.
Any sample mapping file would be helpful.
Regards,
Janaki