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

Why wasn't the Company Name field added when I imported contacts?

The Company Name field will only be added to contacts if a record for that company already exists in the Companies module.
 
Data in Bigin is organized into modules. When importing data into your Bigin account, we recommend that you import them in the order listed below to ensure that all the related records are properly mapped:
  1. Companies
  2. Contacts
  3. Products
  4. Deals
  5. Notes
  6. Tasks
You must ensure that the parent records are already created in Bigin before importing child records. The Companies module is the parent module in Bigin. Each company can have one or more contacts linked to it as child records. Deals can then be created for these contacts and companies, so Deals is a child module for both the Contacts and Companies modules. Tasks and notes can be created for contacts, companies, and deals. So you must import records into the Companies module first, followed by Contacts, Products, and then Deals. Notes and Tasks should be imported at last.

    Access your files securely from anywhere

      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





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            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









                                                                                                              • 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, Pipelines, and Products modules. You can ...
                                                                                                              • 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 ...
                                                                                                              • Import from HubSpot

                                                                                                                Import from HubSpot to Bigin by simply signing into your HubSpot account from Bigin. The entire import process is carried out in the background and you will be notified once it is completed. Some important points to note before you import data from ...
                                                                                                              • 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 ...
                                                                                                              • Import from Pipedrive

                                                                                                                Import from Pipedrive to Bigin by simply entering the API key. The entire import process is carried out in the background and you will be notified once it is completed. Some important points to note before you import from Pipedrive to Bigin, Bigin ...
                                                                                                                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