Import Data
Import data into a CRM module
This help document is for a new version of the import tool. The help document for the classic import tool is here. The import tool helps you move data into a CRM module quickly. You can use this to add, update, or both (update + insert) multiple ...
Importing Data to Zoho CRM
Data can be gathered through various sources such as, purchasing a record database, collecting from trade shows and campaigns, and so on. Importing records from such external sources to Zoho CRM is one of the most important lead creation activities ...
Viewing Import History
Maintaining a log of the activities performed in your Zoho CRM account is always useful. You know when a record was edited, or who added a record. Similarly, a log of the import activities is also useful in knowing who imported records, when it was ...