Import data from Zoho CRM
To import data from Zoho CRM
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 
The new and modified data will be fetched from the selected date using the Created_Time and Modified_Time columns.- Potentials
- Deals
- Leads
- Contacts
- Accounts
- Tasks
- Events
- Calls
- Campaigns
- Quotes
- Cases
- Solutions
- Products
- Vendors
- Invoices
- Price Books
- Subforms
- Custom modules
- Linking modules
- History tracking modules
10. 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.
Schedule
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.
Info: The range can be between 2-100. The default value is 2.Import configuration
5. Select the Click here link to set the import configuration.
Import all data
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.
Match based on column: You can choose the User modified time or Modified time column from the drop-down based on which the data must be sorted and imported.
Only new data
Do not import data
Note: If you have already configured a schedule from CRM, 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
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
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 through data integration 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
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.
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 schedule, Edit 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.
Limitations
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