Data Import

Data Import

Import data into Zoho CRM from various sources




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                                                                                                • Related Articles

                                                                                                • Troubleshooting Data Import and Export

                                                                                                  1. When I try to import leads, I get an error message which says "Duplicate record exist in system: Email." I've checked my CRM data and there is no duplicate record with the same email address. How do I resolve this? Once you have ensured there is ...
                                                                                                • 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 ...
                                                                                                • Data Administration - An Overview

                                                                                                  The purpose of the Zoho CRM data administration tools are to guide the CRM Administrator in creating, verifying and ensuring data integrity by maintaining relationships and implementing access controls throughout the databases. Based on the ...
                                                                                                • 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 ...
                                                                                                • Requesting Data Backup

                                                                                                  Data Backup allows you to maintain a copy of CRM data that may be mandatory in to abide by company's guidelines and regulations. It also helps to have a copy of previous data for reference. Availability Permission Required Users with administrative ...
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