Importing Records Into Vertical App
Hello...
My clients will need to import records into my vertical app. For example, they have 150 employees and will need to import them into the system. There are fields that are custom lookup fields that are not importing. In doing research, I believe I saw a solution for the regular CRM in which you set the properties to "allow adding new".
I see no such option in my Vertical App. So how is this done? It obviously ins't an option to manually enter all of those records.
Thanks
Writer
Get Started. Write Away!
My clients will need to import records into my vertical app. For example, they have 150 employees and will need to import them into the system. There are fields that are custom lookup fields that are not importing. In doing research, I believe I saw a solution for the regular CRM in which you set the properties to "allow adding new".
I see no such option in my Vertical App. So how is this done? It obviously ins't an option to manually enter all of those records.
Thanks
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Kevin
New to Zoho TeamInbox?
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 Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー