FAQs on Data Management | Online Help - Bigin by Zoho CRM

How to import Tasks into Bigin?

Tasks are always associated with a contact, company, or deal. So the tasks that you import must be associated with records in one or more of these parent modules (Contacts, Companies, and Deals). Before importing, ensure the import file contains unique reference fields to the Contacts, Companies, or Deals module, like Company Name, Company ID, Contact Name, Contact Email, Deal ID, or Deal Name. Use these fields to associate the deals properly when you import them.
 
To import tasks
  1. Go to the Activities module.
  2. Click the +Tasks dropdown and select Import Tasks.
  3. Click Upload or drag and drop your file in the Upload your file stage.
  4. Click Next.
  5. In the Choose an Action section, select one of the following options:
    1. Add as New Record
    2. Update Existing Records Only
    3. Both 
  6. Click Next.
  7. In the Map Your Data section, map the fields from your file to the fields in the Bigin account.
  8. Click Next.
  9. In the Additional Options stage, select the record owner and add tags, if required.
  10. Click Finish to start importing. 

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • How to view tasks in the Activities module?

                                                                                                    To view tasks 1. Open the Bigin app on your iPad. 2. Navigate to the Activities module. 3. Switch to the Tasks tab. You can find all your tasks listed on the left side of the screen. Note: To display specific task records, tap the List View ...
                                                                                                  • How to view tasks in the Activities module?

                                                                                                    To view tasks 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. You can find all your tasks listed here. Note: To display specific task records, tap the List View Dropdownat the top right of the screen and select a ...
                                                                                                  • Import Records

                                                                                                    Importing records is an essential data administration task. In Bigin, this important action can be performed without much hassle and complexity. Currently, you can import records to the Companies, Contacts, Pipelines, and Products modules. You can ...
                                                                                                  • How to view tasks in the Activities module?

                                                                                                    To view tasks 1. Open the Bigin app on your Mac. 2. Navigate to the Activities module. 3. Switch to the Tasks tab. You can find all your tasks listed here. Note: To display specific task records, click the List View Dropdownat the top left of the ...
                                                                                                  • How to view tasks in the Activities module?

                                                                                                    To view tasks 1. Open the Bigin app on your iPhone. 2. Navigate to the Activities module. You can find all your tasks listed here. Note: To display specific task records, tap the List View Dropdownat the top left of the screen and select a criteria.
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources