Upsert your missing data without affecting the historic logs

Upsert your missing data without affecting the historic logs

Dear Customers,

We hope you're well!

Migrating your data from a legacy system to Zoho CRM is a critical operation as it deals with treasured data. In an unfortunate event, if you have missed to move your historical datasets, you have had to repeat the migration process all together to protect the integrity of their timeline. With a huge volume of data at hand, repeating this process is painstakingly redundant and time-consuming and that's why we have come up with a useful enhancement to upsert data.

The Upsert operation 

Upsert is a database operation that enables you to update data to an existing record or insert data to the original database while simultaneously ensuring relevance and accuracy.
 
As opposed to module imports where data added or updated is considered as edits to the records, upserting datasets is meant to patch the data with the existing database without altering their chronology and timeline.

How are we ensuring integrity while restoring missing data?

While our goal is to restore missing data to the database seamlessly, we are also aware of how the migrated data could have been put to use in Zoho CRM or how the older values could have been altered, changing their original timestamps. With these potential consequences in place, upserting missed data might question its relevance to the current process and thus we are leaving the decision to choose the desired data at the hands of admins through an action called Upsert Resolution.
 

The Upsert resolution:

Upsert resolution is like a gatekeeper. Based on the nature of your conflict, it lets you decide what desired data to upsert.

At this juncture, you have two data at hand:
  • Data already migrated to the system
  • File with data to upsert
 
As an admin, you would have a better knowledge of which data is right at the time of upsert. You would know if it is better to keep the new values per the process or retain the legacy values. Based on this judgment, you can choose your upsert resolution.

Untouched records indicate migrated records that are not modified after migration. By selecting untouched records as upsert resolution, you are intending to update only those records that are not "touched" for modification.

Selecting "All records" instructs the system to update all records in the system irrespective of them being modified after migration or not.

If you'd like to restore or retain empty values, you can also do so after selecting this preference.

That's all about seamlessly stitching legacy data back to its database. If you have questions or feedback about this enhancement, drop them in the comments section—let's connect!

Info
Release plan: The Upsert operation is available for customers in all DCs.
Editions: Available for editions from Free to Ultimate
CRM Availability: You can use this Upsert operation in both the UIs.

 
May the right data win!
 
Kind regards,
Saranya Balasubramanian,
CRM Marketing

    Access your files securely from anywhere







                        Zoho Developer Community






                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                              • Ask the Experts





                                                        Manage your brands on social media



                                                              Zoho TeamInbox Resources



                                                                  Zoho CRM Plus Resources

                                                                    Zoho Books Resources


                                                                      Zoho Subscriptions Resources

                                                                        Zoho Projects Resources


                                                                          Zoho Sprints Resources


                                                                            Qntrl Resources


                                                                              Zoho Creator Resources



                                                                                  Zoho CRM Resources

                                                                                  • CRM Community Learning Series

                                                                                    CRM Community Learning Series


                                                                                  • Kaizen

                                                                                    Kaizen

                                                                                  • Functions

                                                                                    Functions

                                                                                  • Meetups

                                                                                    Meetups

                                                                                  • Kbase

                                                                                    Kbase

                                                                                  • Resources

                                                                                    Resources

                                                                                  • Digest

                                                                                    Digest

                                                                                  • CRM Marketplace

                                                                                    CRM Marketplace

                                                                                  • MVP Corner

                                                                                    MVP Corner







                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now


                                                                                        Zoho Show Resources


                                                                                          Zoho Writer Writer

                                                                                          Get Started. Write Away!

                                                                                          Writer is a powerful online word processor, designed for collaborative work.

                                                                                            Zoho CRM コンテンツ





                                                                                              Nederlandse Hulpbronnen


                                                                                                  ご検討中の方




                                                                                                        • Recent Topics

                                                                                                        • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                                                                                          The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses
                                                                                                        • Can i connect 2 instagram accounts to 1 brand?

                                                                                                          Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?
                                                                                                        • How to Calculate MTTR (Mean Time to Resolve)

                                                                                                          We want to calculate MTTR (Mean Time to Resolve) in our Zoho Analytics report under Tickets. Currently, we are using the following fields: Ticket ID Ticket Created Time Ticket Closed Time Ticket On Hold Time We are planning to calculate MTTR (in days)
                                                                                                        • How to export project tasks, including the comments

                                                                                                          Hi, how can I export the project tasks, whereby I can also see the comments associated to a specific task? The use-case is that often we use comments to discuss or update a task related ideas. I would like to export the tasks, where we can also see the
                                                                                                        • Round robin

                                                                                                          Hi, I'm trying to set up a round robin to automatically distribute tickets between agents in my team but only those tickets that are not otherwise distributed by other workflows or direct assignments. Is that possible and if so which criteria should I
                                                                                                        • Does Zoho Sheet Supports https://n8n.io ?

                                                                                                          Does Zoho Sheet Supports https://n8n.io ? If not, can we take this as an idea and deploy in future please? Thanks
                                                                                                        • Bigin Android app update: User management

                                                                                                          Hello everyone! In the most recent Bigin Android app update, we have brought in support for the 'Users and Controls' section. You can now manage the users in your organization within the mobile app. There are three tabs in the 'Users and Controls' section:
                                                                                                        • Transfer all Related Data to new Account Owner

                                                                                                          Currently when I change the account Owner I only see the option to change only the open deals But I want the new account owner to take over all the related modules and all the deal stages Is it not possible right now? Am I missing something? Do I really
                                                                                                        • Share records with your customers and let them track their statuses in real time.

                                                                                                          Greetings, I hope everyone is doing well! We're excited to introduce the external sharing feature for pipeline records. This new enhancement enables you to share pipeline records with your customers via a shareable link and thereby track the status of
                                                                                                        • Live webinar: Discover Zoho Show: A complete walkthrough

                                                                                                          Hello everyone, We’re excited to invite you to our upcoming live webinar, Discover Zoho Show: A Complete Walkthrough. Whether you’re just getting started with Show or eager to explore advanced capabilities, this session will show you useful tips and features
                                                                                                        • When dispatched to crew, assigning lead missing

                                                                                                          Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned
                                                                                                        • Option to Empty Entire Mailbox or Folder in Zoho Mail

                                                                                                          Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only
                                                                                                        • Deal Stage component/widget/whatever it is... event

                                                                                                          Deal Stages I am trying to access the event and value of this component. I can do it by changing the Stage field but users can also change a Deal Stage via this component and I need to be able to capture both values. Clicking on 'Verbal' for instance,
                                                                                                        • Create advanced slideshows with hybrid reports using Zoho Projects Plus

                                                                                                          Are your quarterly meetings coming up? It’s time to pull up metrics, generate reports, and juggle between slides yet again. While this may be easier for smaller projects, large organizations that run multiple projects may experience the pressure when
                                                                                                        • Add an option to disable ZIA suggestions

                                                                                                          Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflow
                                                                                                        • Email Integration - Zoho CRM - OAuth and IMAP

                                                                                                          Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
                                                                                                        • Zoho CRM Sales Targets for Individual Salespeople

                                                                                                          Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.
                                                                                                        • Formula field with IF statement based on picklist field and string output to copy/paste in multi-line field via function

                                                                                                          Hello there, I am working on a formula field based on a 3-item picklist field (i.e. *empty value*, 'Progress payment', 'Letter of credit'). Depending on the picked item, the formula field shall give a specific multi-line string (say 'XXX' in case of 'Progress
                                                                                                        • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                          Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                                                                                        • Need help to create a attach file api

                                                                                                          https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?
                                                                                                        • update linked contacts when update happens in account

                                                                                                          Hi, I have a custom field called Licence in the Accounts module. When someone buys a licence, I’d like to update a custom field in the related Contacts. How can I achieve this? I noticed that workflows triggered on Accounts only allow me to update fields
                                                                                                        • Zoho CRMの流入元について

                                                                                                          Zoho CRMとZoho formsを連携し、 formsで作成したフォームをサイトに埋め込み運用中です。 UTMパラメータの取得をformsを行い、Zoho CRMの見込み客タブにカスタム項目で反映される状況になっています。 広告に関してはUTMパラメータで取得できているため問題ないのですが、オーガニック流入でフォーム送信の場合も計測したいです。メールやGoogle、Yahoo、directなどの流入元のチャネルが反映されるようにしたいのですが、どのように設定したら良いでしょうか。 また、
                                                                                                        • Error While Sign in on Zoho Work Drive

                                                                                                          Dear Team, I hope this email finds you well. I have recently created a Zoho account and started using it. But while I am trying to log in to Zoho work drive it won't log me in its crashing every time I try it. I have tried it on android app, phone browser
                                                                                                        • Choosing a portal option and the "Unified customer portal"?

                                                                                                          I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best
                                                                                                        • Support new line in CRM Multiline text field display in Zoho Deluge

                                                                                                          Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille
                                                                                                        • How to create a Zoho CRM report with 2 child modules

                                                                                                          Hi all, Is it possible to create a Zoho CRM report or chart with 2 child modules? After I add the first child module, the + button only adds another parent module. It won't let me add multiple child modules at once. We don't have Zoho Analytics and would
                                                                                                        • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

                                                                                                          Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow
                                                                                                        • First day of trying FSM in the field.

                                                                                                          What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app
                                                                                                        • Unified Directory : How to Access ?

                                                                                                          I signed in to Zoho One this morning and was met with the pop up about the upgraded directory (yay!) I watched the video and pressed "Get Started" ... and it took me back to the standard interface. How do I actually access the new portal/directory ?
                                                                                                        • Translation support expanded for Modules, Subforms and Related Lists

                                                                                                          Hello Everyone!   The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended
                                                                                                        • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

                                                                                                          Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
                                                                                                        • Unified task view

                                                                                                          Possible to enable the unified task view in Trident, that is currently available in Mail?
                                                                                                        • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

                                                                                                          Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass
                                                                                                        • Importing data into Assets

                                                                                                          So we have a module in Zoho CRM called customers equipments. It links to customers modules, accounts (if needed) and products. I made a sample export and created extra fields in zoho fsm assets module. The import fails. Could not find a matching parent
                                                                                                        • Allow instruction field in Job Sheets

                                                                                                          Hello, I would like to know if it is possible to have an instruction field (multi line text) in a job sheet or if there is a workaround to be able to do it. Currently we are pretty limited in terms of fields in job sheets which makes it a bit of a struggle
                                                                                                        • Streamlining Work Order Automation with Zoho Projects, Writer & WorkDrive

                                                                                                          Hello Community, Here is the first post in 'Integration & Automation' Series. Use Case :: Create, Merge, Sign & Store Documents in Zoho WorkDrive. Scenario :: You have a standard Work Order template created in Zoho Writer. When a task status is chosen
                                                                                                        • The dimensions of multilingual power

                                                                                                          Hola, saludos de Zoho Desk. Bonjour, salutations de Zoho Desk. Hallo, Grüße von Zoho Desk. Ciao, saluti da Zoho Desk. Olá, saudações da Zoho Desk. வணக்கம், Zoho Desk இலிருந்து வாழ்த்துகள். 你好,来自 Zoho Desk 的问候。 مرحباً، تحيات من Zoho Desk. नमस्ते, Zoho
                                                                                                        • Multi-line address lines

                                                                                                          How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.
                                                                                                        • Accessing Zoho Forms

                                                                                                          Hi all, We're having trouble giving me access to our company's Zoho Forms account. I can log in to a Forms account that I can see was set up a year ago, but can't see any shared forms. I can log into Zoho CRM and see our company information there without
                                                                                                        • Archiving Contacts

                                                                                                          How do I archive a list of contacts, or individual contacts?
                                                                                                        • Next Page