Manage your Data
All businesses rely on data, so your administrators need to be able to control how data is managed in Bigin.
This section displays a consolidated list of all the data that has been imported to any module in your Bigin account.
Import history shows the file name, module the data was imported to, when the data was imported, and the number of records added, updated, and skipped, . Click a report entry to open a detailed view of all the records that were imported.
Choose this option to export a copy of all the data in the module.
Use the Data backup option to back up all the data in your Bigin account. You can back up your data immediately or schedule it to be backed up twice a month, once a month, or every week.
The recycle bin contains all the items deleted from your Bigin account. Administrators can view the items deleted by all users in the organization. Deleted records will remain in the recycle bin for 60 days and can then be permanently deleted. Records can only be deleted from the recycle bin by an administrator. Users can restore records they have deleted from the recycle bin.
Every action that takes place in your Bigin account is recorded in the audit log. You can also export the audit log if required.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
Zoho SalesIQ Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Bigin?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
Related Articles
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 ...Can I set up a recurring data backup for my Bigin account?
Bigin does not have a recurring data backup option yet. However, you can purchase a one-time data backup at $5/unit at frequent intervals. The backup will include the records in a module, related records and the attachments. To download the data ...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 ...Data Backup
Using Data Backup, you can back up all the data in your Bigin account, instantly. Once the backup is ready for download, you will receive a pop-up notification and an email. Users with the paid edition of Bigin will have two free backups per month. ...