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 CRM
1. Click the Add dataset option to create a new dataset in your workspace.
If you are new to importing data into Zoho DataPrep, check out how to add a dataset and import data here.
2. Choose Zoho CRM from the Choose a data source box.
3. Choose your organization from the Choose organization dropdown.
4. You can choose to configure your import since a previous date.
5. You can import your CRM data starting from last month up to last one year.
6. You can also choose to import data within a date range using the Custom option.
7. Select required modules available in your Zoho CRM organization from the Select modules box.
8. The selected modules appear at the top. Click Import to import the selected modules into Zoho DataPrep.
9. Once you have completed importing data, you can choose to schedule this import or start preparing data right away.
Note: You can choose to schedule your data import from Zoho CRM using the connector periodically at regular intervals.
Zoho CRM connector to export data to Zoho CRM is in the works. We will notify you once the feature is out.
SEE ALSO
Zoho CRM Training Programs
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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.
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