How to import data from Zoho Bigin?

Import data from Zoho Bigin


Zoho DataPrep allows you to seamlessly bring in your sales data from Zoho Bigin. You can import your sales data from Bigin to perform data cleanup, data migration, and data backup in more than one way. 

To import data from Zoho Bigin 

1. Open an existing pipeline or create a pipeline from the Home Page, Pipelines tab or Workspaces tab and click the Add data option.

Info: You can also click the Import data  icon at the top of the pipeline builder to bring data from multiple sources into the pipeline.


2. Choose the Sales/CRM category from the left pane and click Zoho Bigin. You can also find Bigin under the Zoho Apps category.  



3. Choose your organization from the Organization dropdown. 

4. Choose any of the options to import data from your organization.

All Data - This option imports all data from your organization.
From date - This option imports data from a specific date till the current date.


      



The new and modified data will be fetched from the selected date using the Created_Time and Modified_Time columns.

6. In the Select modules box, you can choose to import data from the following modules in Zoho Bigin:
  1. Contacts
  2. Accounts
  3. Tasks
  4. Events
  5. Calls
  6. Products

Note: You can import data from Multi select lookup field in any modules.

7. Click Import to import the selected modules into Zoho DataPrep. 

8. Once you have completed importing data, Pipeline builder page will open from where you can start applying transforms. You can also right-click the stage and choose the Prepare data option to prepare your data in the DataPrep Studio page. Click here to know more about the transforms.



9. 
Once you are done creating your data flow and applying necessary transforms in your stages, you can right-click a stage and add a destination to complete your data flow.


 

Note:  After adding a destination to the pipeline, you can try executing your pipeline using a manual run at first. Once you make sure manual run works, you can then set up schedule to automate the pipeline. Learn about the different types of runs here.

Schedule

You can schedule your pipeline using the Schedule option. You can also import incremental data from your Zoho Bigin account while scheduling. Incremental data import is a method used to import new or modified records after the previous sync.

Schedule configuration

1. Select the Schedule option in the pipeline builder.

2. Select a Repeat method (hourly, daily, weekly, monthly) and set frequency using Perform every dropdown. The options of the Perform every dropdown change with the Repeat method. Click here to know more.




3. Select the GMT at which you want to import new data found in the source. By default, your local time zone will be selected.

4. Pause schedule afterThis option allows you to choose to pause the schedule after n number of failures.
Info: The range can be between 2-100. The default value is 2.

Import configuration

You can configure how to import and fetch incremental data from your Bigin module using the Import configuration option. 
Note: The import configuration needs to be mandatorily setup for all the sources in the pipeline. Without setting up the import configuration, the schedule cannot be saved. 

5. Select the Click here link to set the import configuration. 

6. Select the required option from the How to import data from source? drop down. You can choose to import all data, modified and new data, or only new data using this option.

Import all data

If you want to import all data, select the date from when data needs to be imported in the From field. This option will import all available data from the selected date for every scheduled run.



Incremental data fetch

Only modified and new data

To import the modified and new data incrementally from the last imported time, select Only modified and new data option from the drop-down.



Info: The modified and new data will be fetched using the Created_Time and User_modified_Time columns from the last imported time.

Only new data

To import the new data incrementally from the last imported time, select Only new data option from the drop-down.



Info: The new data will be fetched using the Created_Time columns from the last imported time.

Do not import data

The data is imported only once. The second time, the rules gets applied on the same data and gets exported.



7. Click Save to schedule import for your data.

Note: If you have already configured a schedule from Bigin, data will be reloaded based on your earlier configuration under the Import configuration section when you click on the Edit schedule option and set a new schedule.

Schedule settings

Stop export if data has invalid values: Enabling this will stop the export when prepared data still has invalid values.



Order exports

You can use this option when you have configured multiple destinations and would like to determine in what order the data has to be exported to destinations.

If not enabled, export will run in the default order.

Note: This option will be visible only if you have added more than one destination in your pipeline.

To rearrange the order of your export destinations

1) Click the Order exports toggle

2) You can drag and drop to change the order of the destinations and then click Save.



Note: Click the Edit order link if you want to rearrange the order again.

8. After you configure the schedule configuration, click Save to execute the schedule. This will start the pipeline.



Each scheduled run is saved as a job. When a pipeline is scheduled, the data will be fetched from your data sources, prepared using the series of transforms you have applied in each of the stages, and then data will be exported to your destination at regular intervals. This complete process is captured in the job history.


9. To go to the jobs list of a particular pipeline, go to the  ellipses icon in the pipeline builder, and click on the Job history menu to check the job status of your pipeline.

10. Click the required job ID in the Jobs history page to navigate to the Job summary of a particular job.

The Job summary shows the history of a job executed in a pipeline flow. Click here to know more.

11. When the schedule is completed, the data prepared in your pipeline will be exported to the configured destinations.

Info: You can also view the status of your schedules later on the Jobs page.

Note: If you make any further changes to the pipeline, the changes are saved as a draft version. Choose the Draft option and mark your pipeline as ready for the changes to reflect in the schedule.




After you set your schedule, you can choose to Pause schedule or Resume scheduleEdit schedule and Remove schedule using the Schedule Active option in the pipeline builder.

When you edit and save a schedule, the next job will be from the last schedule run time to the next scheduled data interval.


Important: Adding Zoho Bigin as destination and pushing data to Bigin from DataPrep is not supported yet.

SEE ALSO

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Import configuration for Zoho Bigin

                                                                                                                While configuring the Schedule, Backfill, Manual reload, Webhooks, or Zoho Flow runs, the import configuration needs to be mandatorily setup for all the sources. Without setting up the import configuration, the run cannot be saved. You can configure ...
                                                                                                              • Import data from Zoho CRM

                                                                                                                Zoho DataPrep allows you to seamlessly bring in your sales data from Zoho CRM using the Zoho CRM connector. Using the connector, you can import your sales data from CRM to perform data cleanup, data migration, and data backup in more than one way. To ...
                                                                                                              • Import data from Zoho Creator

                                                                                                                Zoho DataPrep allows you to seamlessly bring in your forms data from Zoho Creator using the Zoho Creator connector. Zoho Creator is a powerful low-code application development platform that helps businesses build custom web and mobile apps faster. To ...
                                                                                                              • Zoho Bigin connector for Zoho DataPrep

                                                                                                                Zoho DataPrep allows you to seamlessly bring in your sales data from Zoho Bigin connector. You can import your sales data from Bigin to perform data cleanup, data migration, and data backup in more than one way. To import data from Zoho Bigin 1. Open ...
                                                                                                              • Import data from Zoho WorkDrive

                                                                                                                Zoho DataPrep supports importing data from Zoho WorkDrive, a popular cloud storage service. Zoho WorkDrive allows you to store files and collaborate securely on the cloud. To import data from Zoho WorkDrive 1. Open an existing pipeline or create a ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources