Manage your Data | Online Help - Bigin by Zoho CRM

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 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 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

                  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 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 ...
                                                          • 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 ...
                                                          • Data Backup

                                                            This option allows you to 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 Express edition of Bigin will have two free backups per ...
                                                          • 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 ...



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


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


                                                          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