Troubleshooting - FAQs for Zoho CRM
Export to Zoho CRM
1. How to include the columns while exporting as a file to Zoho CRM?
For successful file export to Zoho CRM, DataPrep requires column names to precisely match the corresponding field API names in the Zoho CRM module; otherwise, the additional columns will not be included for the export.
In order to include these columns, you have to rename the column name to match the field API name of the Zoho CRM module. This ensures that the data is properly mapped and transferred to the correct fields in the Zoho CRM.
For eg: In the below screenshot, the first name column is named as First Name .
But the field API name in Zoho CRM lead module is First_Name . So, in order to include the first name column for export, you have to rename the column to First_Name .
For eg: In the below screenshot, the first name column is named as First Name .
But the field API name in Zoho CRM lead module is First_Name . So, in order to include the first name column for export, you have to rename the column to First_Name .
After renaming, the first name column will be matched to the target field.
To resolve other field matching issues, you can hover over the error icons 
to understand the issue and click on them to resolve each error. Learn more about target matching .
After fixing the error, the dataset is ready to export to Zoho CRM.
When you rename a column, and if no match can be found for the column, click to choose from the suggestions manually.
2. Which field columns are not exported from DataPrep to Zoho CRM?
While importing data from Zoho CRM to DataPrep, numerous system-generated columns are imported. But while exporting these columns will be eliminated.
The following fields cannot be exported and changes made to them in DataPrep will not be reflected in the Zoho CRM:
1. Multi-select lookup fields
2. Formula fields
3. Auto_number
4. Image fields
5. File fields
6. Un-editable fields - view_type - edit : false
7. Field_read_only fields
8. Custom_field with api name "Participants"
9. System defined fields such as: Created By, Modified by, Created time, Modified time, Change_Log_Time_s.
3. Does DataPrep support workflow automation?
No, if there are any changes made to the status in DataPrep and exported to Zoho CRM, the workflow automation won't function.
Workflow rules automate the process of sending email notifications, assigning tasks and updating certain fields of a record when a rule is triggered in Zoho CRM. But if any changes are made in DataPrep and then exported, the trigger won't be supported in the export.
Workflow rules automate the process of sending email notifications, assigning tasks and updating certain fields of a record when a rule is triggered in Zoho CRM. But if any changes are made in DataPrep and then exported, the trigger won't be supported in the export.
Therefore, it's necessary to update all changes made manually in Zoho CRM after exporting data from DataPrep.
4. How to export a file to the sub-form in Zoho CRM through DataPrep?
When importing and exporting data to a sub-form field in Zoho CRM through DataPrep, a unique parent id column will be present in the dataset by default.
However, while exporting as a file to a sub-form in Zoho CRM, please ensure the dataset contains a column named Parent_Id with the unique parent id value of the sub-form to export data to the right sub-form.
Note: You can find the parent id of the sub-form in the address bar of your Zoho CRM, displayed after the module name.
Example: 2098831000000465052
Example: 2098831000000465052
Steps to get the Parent Id of all the records at once:
1) Import the parent module from the Zoho CRM.
2) Import the CSV file to be exported to the sub-form.
2) Join the CSV file to be exported to the sub-form with the parent module using the matching field.
3) The id column for the sub-form is obtained in the joined dataset. Duplicate the id column and rename it as "Parent_Id" to pass the target match check.
4) Export the CSV file to the Sub-form to which you want to export your data in Zoho CRM. Click here to know more about export to Zoho CRM.
5. How to export a file that contains lookup datatype column to Zoho CRM through DataPrep?
If a field has a value in the lookup datatype in Zoho CRM, it will have a unique id when importing and exporting to Zoho CRM through DataPrep. However, while exporting as a file to Zoho CRM, the dataset should contain a column named in the format to export data to that unique field with lookup datatype.
The column can have any number of distinct values, however, the column name must follow this specific format.
For example: The Account Name field in the Contact module is a unique field with lookup datatype of the Accounts module in Zoho CRM.
Therefore, to export a file to the Contacts module with Account Name as lookup datatype, the file must contain a column in the format of <Account_Name.Account_Name>
Account_Name is the field API name of Contact module and Account_Name is the field API name of the Account module.
The column can have any number of distinct values, however, the column name must follow this specific format.
For example: The Account Name field in the Contact module is a unique field with lookup datatype of the Accounts module in Zoho CRM.
Therefore, to export a file to the Contacts module with Account Name as lookup datatype, the file must contain a column in the format of <Account_Name.Account_Name>
Account_Name is the field API name of Contact module and Account_Name is the field API name of the Account module.
Note: Exporting data to a Multi select lookup field in any module in Zoho CRM is not supported.
6. How to export a file that contains a currency column to Zoho CRM through DataPrep?
While exporting a file to Zoho CRM, ensure that the dataset with a currency column contains only values without any currency symbols such as $, £ etc. If you export values with symbols then any changes updated in the currency column in DataPrep will not be reflected in Zoho CRM. Zoho CRM considers only numbers and not the special characters. So please make sure that the column with currency values is in number or decimal datatype.
7. After importing files from other sources into DataPrep and exporting them to Zoho CRM, is it possible to rollback the updated records?
No, only the inserted records can be rolled back in this case. The rollback of updated records is not supported when you bring data from other sources into DataPrep. It is supported only in the Zoho CRM -> Zoho DataPrep -> Zoho CRM case.
Import from Zoho CRM
1. Why is my module not listed in DataPrep?
During import, the module name will be listed in the DataPrep as per the API names in Zoho CRM, regardless of any modifications made to the display name.
2. Which columns are used for initial import in Zoho CRM?
During initial import, the data from your Zoho CRM gets imported based on Created_Time and Modified_Time column in Zoho CRM.
3. How does Incremental fetch work in Zoho CRM import?
For incremental fetch, the Created_Time and User_Modified_Time columns will be used to fetch new and modified data, respectively from the last imported time.
Note: For History_tracking module, only the User_Modified_Time column will be used.
When the dataset is scheduled for import, the imported time or the last scheduled time is recorded. Initially all the data will be fetched. During every successful sync, the last sync time is updated with the new value and all the records created/modified after the sync time are imported. If there is no new or modified data in Zoho CRM, no data will be imported. If no data were synced, the sync time will be updated since it was given a try. In the next cycle, those records created/modified after this sync time will be fetched.
4. Is it possible to connect Multiple Zoho CRM accounts to one Zoho DataPrep account?
This is not supported yet. We have plans to support importing data from multiple Zoho CRM accounts in one DataPrep account. It will be rolled out in the near future.
Currently, you can import data from different organizations within a single Zoho CRM account.
However, if you want to import data from multiple Zoho CRM accounts, then you should have separate DataPrep accounts signed in using the same respective IDs as your Zoho CRM accounts.
Currently, you can import data from different organizations within a single Zoho CRM account.
However, if you want to import data from multiple Zoho CRM accounts, then you should have separate DataPrep accounts signed in using the same respective IDs as your Zoho CRM accounts.
5. Why is the multi select lookup field not listed as columns in the dataset after import?
The multi select lookup field is not supported for both import and export. So, you cannot import data from a multi select lookup field in Zoho CRM to DataPrep and similarly you cannot export data to a multi select lookup field in Zoho CRM from DataPrep.
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