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

What are unique reference fields?

Unique fields help Bigin identify the parent record of the record that is being imported. For example, the Contact Name field in the Deals module identifies the record in the Contacts module that the deal is associated with.
 
A list of standard unique fields in Bigin:
 
Module Name
Field Name 
Contacts
Email
Companies
Company Name
Deals
Deal Name
Products
Product Name
 
Fields like Contact ID, Company ID, and Deal ID are generated in Bigin when records are exported. These values are useful for importing records which have been previously exported from Bigin.
 
Here is a list of the system-generated unique fields in Bigin: 
 
Module Name
Field Name
Contacts
Contact ID
Companies
Company ID
Deals
Deal ID
Products
Product ID
 
Users can create a maximum of two additional custom unique fields per module.
 
Please note that unique fields are not case-sensitive. For example, if the unique field's value in the import file is "ABC" and in an existing record it is "abc", Bigin will still identify this as a match. 
    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


          Get started with Zoho Sign

          in a few quick steps!

          Download Help Guide





                       
                    Explore our Pricing Plans
                      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 SalesIQ Resources



                                          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











                                                                            • Related Articles

                                                                            • 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, Deals, and Products modules. You can also ...
                                                                            • Import Notes

                                                                              Permissions: Users with the following permissions enabled in their profile can import notes in their Bigin account. 1. 'Create' permission for Notes under Basic Permissions. 2. Import permissions should be enabled under Advanced Features. For ...
                                                                            • How to import contacts into Bigin?

                                                                              You can import your contacts from a spreadsheet, CSV file, or VCF file. Refer to the checklist here to ensure your import file meets all the required parameters.  Note: You must import the Companies into Bigin first so that you can map the imported ...
                                                                            • How to import deals into Bigin?

                                                                              You can import your deals from a spreadsheet, CSV file, or VCF file. Refer to the checklist here to ensure your import file meets all the required parameters.   A deal is created with a contact or company. So, before you import deals, ensure that the ...
                                                                            • 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 ...
                                                                            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