Import configuration for Zoho CRM
While configuring the Schedule, Manual reload, Backfill, 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 how to import and fetch incremental data from your Zoho CRM module using the Import configuration option. Select the Click here link to set the import configuration.
Below is a snapshot from the schedule configuration.
How to import data from source? You can choose to Import all data, Only modified and new data, or Only new data, or Do not import 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.
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.
Use existing data if new data is not available:
During incremental import,
- If the checkbox is checked: When there is no new data in the source, the last fetched data will be imported again.
- If the checkbox is unchecked: When there is no new data in the source, the import will fail and no files will be imported. This will, in turn, cause the entire pipeline job to fail.
Only new data
Info: The new data will be fetched using the Created_Time columns from the last imported time.Use existing data if new data is not available:
During incremental import,
- If the checkbox is checked: When there is no new data in the source, the last fetched data will be imported again.
- If the checkbox is unchecked: When there is no new data in the source, the import will fail and no files will be imported. This will, in turn, cause the entire pipeline job to fail.
Do not import data
The data is imported only once. The second time, the rules get applied to the same data and get exported.
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