Review records being added/Assess changes to system 

At the time of export to Zoho CRM, you can choose one of three options: only add new records, only update existing records, or add and update records.

This flexibility will help CRM admins determine the context in which the data preparation is being done.

If you’ve imported records from the Leads module for deduplication and cleansing, and you’re exporting the records back to the same CRM module, you can choose to delete the duplicate records.

At the time of export, you’ll be prompted to review the records that might be deleted, so you can rest assured that only the records you no longer want get deleted.

Refer to our knowledge base to learn more.

 Use target matching to eliminate errors 

Target matching is a powerful feature that helps you match your data's schema to that of the CRM module you're exporting the data to. This will highlight errors such as unmatched columns, data type errors, and data format errors, before exporting the data.

Learn more about target matching.

You can view the error details for a detailed summary of target-matching errors. These errors could potentially fail the export when it happens, so you’ll have a chance to view them and fix them beforehand. 

Sometimes an export can partially fail. This can happen due to extraneous reasons, like network connectivity problems.

In these cases, you have the option to rollback the export and restore the records back to their previous state.

Learn more about Rollback from our Knowledge Base.

You can also refer to DataPrep's solution guide for Zoho CRM for more use case-related details.

The features outlined here are now available for beta access. We invite you to try these features and share your feedback with us.

Also, because this is still in the beta stage, we urge you not to run critical DataPrep features on production data. Please try it on sample/test data only.