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 ...
                                                                                      • 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 ...
                                                                                      • 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 ...
                                                                                      • Exporting CRM Data

                                                                                        Zoho CRM provides two options to export your CRM data: Export data (modules and reports)  Request CRM data backup  Export Module Data The Export Data feature allows you to export data (in CSV format) from individual CRM modules. After exporting the ...
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