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 ...
                                                        • 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 ...
                                                        • Can I move deals to a particular pipeline and assign a stage during data migration or import?

                                                          Migrating from another CRM: When you migrate from another CRM, the Pipeline field will be available during field mapping. The deals will be assigned to the layout's pipeline based on this field. If the deals that are to be migrated do not have a ...
                                                        • 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 ...
                                                        • Manage Data Storage Space

                                                          It is the total space occupied by the records in the standard and custom module, which is inclusive of the notes that are added to the records. It also includes the space occupied by the data in your recycle bin. How is the data storage calculated? ...

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