New to Zoho and wish to create a database
Hi,
I'm new to Zoho and I wish to create a database of raw data client contacts. My existing data is on a multitude of excel spreadsheets some of which are duplicated. What is the easiest way for me to create this I will be looking to have four fields which would be name, home phone number, mobile phone number and product.
I am presuming I need to make sure that all of my excel spreadsheets have their columns in this order?
Am I able to upload all my spreadsheets then dup check by phone number and delete the duplicates (there will be many)
Also once I have done this will I be able to export the contacts back to excel to enable me to put through a TPS checking service prior to calling?
Any advice would be much appreciated.
Thanks