Import - Word of the day #81

Import - Word of the day #81

Data can be gathered through various sources such as, purchasing a record database, collecting from trade shows and campaigns, and so on. Importing records from such external sources to Zoho CRM is one of the most important lead creation activities in any business. For that reason, importing should be easy and should help you maintain clean data without duplicates.

If the import file is in .XLS, .XLSX or .VCF format, you can import a maximum of 5000 records/batch for all CRM editions. However, to import more than 5000 records/batch your import file must be in .CSV format only, and the maximum number of records that you can import will vary according to your subscription.

Here's a knowledge-base article on importing data in Zoho CRM.

Read this tip by Zoho Partner, Susan Clark, on importing data .

Check this video on importing data in Zoho CRM.

Previous 'Word of the Day': IMAP

Next 'Word of the Day': Export