Hi please assist, we are stuck
Functionality
Standard functionality is not working
Via setup >>> import form other CRM >>>
mass-import tasks, calls, events, attachments
Environment
Zoho CRM - EU datacenter edition
(in zoho.com it is all working fine)
Situation
After importing leads, accounts, potentials we face issues with importing actrivities.
See attached CSV with migration results, it can not match with existing contacts even when using the exact same name.
Problem
Importing new tasks in EU edition is not working
Importing existing records after exporting them is not working in EU edition either
Workflow steps we took
- in Zoho CRM EU edition we put 4 new tasks first in order to test
- then we exported the 4 tasks
- we added another set of tasks (we left the taks ID field empty) and re-used the same contacts and accounts
- then we imported this csv with extra tasks created
- we looked at the results, non of the new tasks are accepted even the already existing 4 initial tasks were not accepted