Troubleshooting Data Administration in Zoho CRM

Troubleshooting Data Administration in Zoho CRM

Import

Imported data not found in leads.

Check whether you can find the records under the Awaiting Leads section by going to More options > Awaiting Leads in the Leads module. The records get pushed to this list when the check box for Manual approval is enabled during import.



You can also check the imported detail by going to CRM Setup > Data Administration > Import > Import History to see the imported records. If you still have any concerns, contact support for further assistance.

Import not working and throws an error every time.

Navigate to CRM Setup > Data Administration > Import > Import History to check the error message shown in the skipped record list. Download the list to check, correct and upload the updated file. If the error still occurs, contact support for assistance.

While migrating data from Pipedrive to Zoho CRM, a "Migration Limit exhausted" error is occurring.

Zoho CRM allows migrating data a maximum of three times using their API integration tool. This error notification shows when exceeding this limit. Please contact support by sharing a screenshot of the error, to have the migration limit reset.

A "Record Creation limit reached" error is occurring while trying to import.

This error might show when there is a Sub-form in the module and the sub-form row limit exceeds for the specific record. Check whether the record has reached the number of rows in the specific sub-form.


If the sub-form row limit has not been exceeded and the issue persists, contact support by connecting on a live session for further assistance.

Duplicate entries are still occurring in records after using an undo on a duplicate sub-form import.

Check if you have two sub-forms and which specific the imports were performed. Also ensure if the duplicate entries were updated in the same sub-form. Additionally, if there were multiple lines of same entry imported, we would retain one row and remove the rest according to the default behavior.
Upon confirming these, if the duplicate row of data still remains after undoing, contact support for further assistance.

One of the unique field is missing from the "Skip existing accounts based on" drop-down list during import.


Only user profile that have permission to access the respective field and layout will populated for the importing criteria while performing import action. If the issue persists after confirming the user access, contact support for assistance.

The import status shows "In Progress" and never completes.

Check the file size and check if the record numbers are within the Import Limit and once after waiting for a couple of minutes. Otherwise, please contact support for further assistance via a live screen sharing session.

While trying to upload a file to Import, the page keeps prompting to reload.

Try checking the same action on any alternate browsers and if the issue persists, contact support with the file to check.

Although the data migration from Highrise is completed, there is no data found in the CRM.

Check the record details in the Highrise account and connect with support for assistance. Please provide the data files, if any, for reference when needed.

Unable to Undo Import.

Check if the option selected while importing was Add as New.

You can see Undo Import option for up to 30 days. While Importing to any module the Undo Import option will only be available for the records added new via import. This is not the case for the Update existing and Both options. If the import was only to Add" but still you are still unable to find the Undo Import option, contact support for assistance.

Partial records are skipped in the import and shows "Matching Parent Record not found".

Check the complete error message in the last column shown in the skipped list, which will show the reason for the skip action. If the error indicates "Couldn't find the parent record for lookup field", check the respective ID mapped for that respective lookup field. If that recordID exists in CRM but still doesn't import, contact support to check further and get assistance in fixing it.

While trying to Import Leads, it skips showing a "Duplicate records exist in the system" error.

Download the skipped records file under Import History. If you have marked Email (or any other field) unique in Leads, check whether the file contains values that already exist. If it is not in leads, see whether those records were converted to Contacts (the system keeps converted lead details as well). If the details appear in the Converted Lead view and you want them back in Leads, delete those converted records first, then import. If the issue persists after these checks, contact support for further assistance.

All the imported record values have been updated in the wrong format.

Check if the format of the fields is chosen in the correct format during import in CRM. If the Date or Number field values are mismatched, format the columns as "Numbers" and choose the Date field format shown during import field mapping and try to again. If this issue persists, please contact support for assistance.

Data Migration fails every time, showing "Migration failed due to internal error".

Try importing any alternate data file via import and if issue persists, contact support by in a live session for further assistance.


Import fails while trying to import and update all deals to a specific stage.

Check if the "Stage" field is associated with a blueprint and the records you are trying to update via import are all currently existing in the blueprint process. If yes, unless the records exit the blueprint process, the system would not allow to override the stage value. If not in any process, but still the records are not updated, contact support for further assistance.


While trying to migrate data from a Zoho CRM account to another CRM, it throws "crm.migration.api.error. INTERNAL_SERVER_ERROR".

Contact support to check by connecting on a live session with the Super Admin access for further assistance.


Export

While exporting a specific view, an "Invalid field" error is being thrown.

This error occurs if any field used in the custom view to export is in the unused section, or if the user profile has read-only permission.
Navigate to Setup > Customization > Modules and fields > Module Layout. Update the user profile’s module and field permissions. Contact support if the issue continues.

The exported data is appearing in a different format or scrambled.

Zoho supports unicode character set UTF-8, so you will have to select this character set to view the exported files in the correct format. If the issue persists even after choosing the right unicode character, contact support for assistance.

The exported data file is empty.

Check the criteria used to export and apply the same criteria on the specific module list view and check if the data is present. If the data is present, contact us via call or chat, as we will need to check this in a remote session.


Data Backup

Manual initiated or scheduled data backup links will be active and available for seven days in the account. Check if the user who is accessing the backup link is the super admin or the user who initiated or scheduled Data Backup. Additionally, check if the account admin received the Data Backup downloadable link in the registered email. If you were previously able to see and download the links earlier, but no longer, contact support for assistance.

Unable to find the Attachment - Backup link available for download along with the Data Backup link.

If your CRM is integrated with Zoho WorkDrive, attachments are stored in WorkDrive only, due to which the attachment backup can be initiated and downloaded only from the WorkDrive application. If the issue continues, contact support.


Storage

The CRM File Storage-Addon purchased is not reflecting in the account.

Check your total storage (default + add‑ons) and current usage to assess the available storage. If you still have any concerns, contact support for assistance.

There is a "file storage exceeded error" while trying to save a template.

Navigate to CRM Setup > Data Administration > Storage to check the file storage limit that indicates the exceeded category.

The Other Attachment" storage includes all CRM attachments (related list, email, image fields, file uploads). Delete to clear the unused attachments to free space, and retry saving the template. If issue persists, contact support for assistance.

Unable to create new records. It shows "No new records can be created as you have reached your maximum data storage limit".

We suggest you confirm available data storage space and verify external sources that are creating records in your Zoho CRM. Remove junk records and validate records in your recycle bin to restore or empty them. After reviewing the steps, if you still have trouble, contact support.

Check if there is enough file storage available, then try uploading different file formats (PDF, PNG, TXT) to identify which format causes the issue. Additionally, check if there is enough file storage space available according to your CRM Edition. If the problem continues, contact support with your findings for further assistance.


Sandbox

Unable to deploy from Sandbox, as it shows "Deploying the current change exceeds the allowed feature limit" error.

Check to make sure you have not already reached the limit of maximum of number of fields for this field type.

If there are no issues with the field limit, but still finding trouble deploying the same, contact support connecting on a live session for assistance.

Sandbox Developer users are unable to accept the invite and are facing "{"code": "INTERNAL _ERROR", "details": {3, "message" :"Internal Server Error", "status":"error"}".


Please write to support along with a detailed recording of the error and issue for further assistance.

Receiving a "Sorry, something went wrong. Please try again later" error while trying to deploy from Sandbox changes.


Please try checking on the changes listed for Sandbox with the changes deployed earlier to the production account. If issue persists, contact support connecting on a live session for further assistance.

Receiving "Sorry! We're unable to create a Sandbox account for this email address su****t@zo****st.com. Please contact us at support@zohocrm.com for further assistance." error while trying to create a sandbox account.
Connect support to debug and assist further with a live session.

The generation of the Create Sandbox has been in progress for more than 24 hours.

Connect with our support to debug and assist further with a live session.

Getting a ZDK Console error while trying to execute Client Script in Sandbox account.

Check if the URL used in the function contains any spaces. If yes, remove the unwanted spaces and try once more. If not, contact our support for further assistance in a live session.

While trying to deploy functions from Sandbox to the production account, there is a "Deployment Failed" error.

If user is facing any error like "Sorry, Deployment Failed. An unexpected error occurred while processing dependency check for this item" while deploying, as the part of initial check, see if there is a function existing with the same name in your production account.

Otherwise, we suggest you connect with our support for further assistance to debug in a live session.

Getting a "Permission Denied" error while accessing Teamspace in the sandbox environment.

Accordig to the expected behavior, 'Teamspace customization' is not supported in the sandbox environment unless CRM for Everyone is enabled for your organization, due to which customization will be restricted in your sandbox account. However, the users will still be able to view the team spaces copied from production.

Unable to add a developer user in the Sandbox CRM and getting a"This email address is already registered with another datacenter and cannot be registered with this account's data center (US)" error.

Adding a user or developer whose email address is registered in a different data center is not currently support. Cross check and ensure the same email is not taken by any user's account in any other data centers. If the issue persists, contact support for further assistance.

Unable to retrieve a mistakenly deleted the sandbox in the Zoho CRM account.

Once a sandbox is deleted, all configurations and data are permanently removed from the backend, and no backups are maintained on our servers due to which it is not possible to restore a deleted sandbox.

Cannot see Mail Merge Templates in Sandbox CRM account.
Sandbox supports only the standalone features of Zoho CRM. As Mail Merge is a feature powered by Zoho Writer, it is not supported in the sandbox environment.

Unable to edit to make any changes in the Sandbox, which shows a "You cannot proceed until the next rebuild is available" alert.

According to the behavioral limit, Sandboxes of the Configuration and Data type can only be rebuilt once every three days. Rebuilding overwrites the sandbox with exact details from Production and any sandbox changes not deployed to Production will be lost. Ensure updates are deployed before editing or rebuilding.

Sandbox Developer user is getting "Permission Denied" error while accessing Workflow Rules.

Check if the necessary permissions have been provided in the sandbox environment for the developer profile. If the issue persists, contact support for further assistance.


Copy Customization

While trying to initiate copy customization, it shows an internal error.

This error can occur when there are any active integrations, or if there any issues in the user’s setup from the backend. Please contact support for further assistance.

While generating Copy Customization URL, there is an error indicating an existing integration available.

This error indicates when there is an active integration in the account. Check for the available integrations under Marketplace > Zoho or Other Third party integrations. If you are unable to find any, contact support for assistance.

Unable to generate the copy customization key due to CRM-Desk integration being active. Deactivation leads to an error page.


Try to log in to your Zoho Desk portal and check if the integrated organization is as same as the CRM organization. Next, try deactivating the integration from the Desk setup. If you're still having trouble, contact support for assistance.

While deactivating the Zoho Project integration with CRM to initiate Copy customization, there is an error.

Try to log in to your Zoho Project portal and check if the integrated organization is as same as the CRM organization. Then try deactivating the integration from the Projects setup. If the issue persists, contact support for assistance.