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 existing workspace or create a new one.
If you are new to importing data into Zoho DataPrep, check out how to add a dataset and import data here.
2. Choose the Zoho Apps category from the left pane and click Zoho CRM. You can also directly search the option in the search 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 select the date from when data needs to be imported in the Import data from field.
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 CRM:
- Potentials
- Deals
- Leads
- Contacts
- Accounts
- Tasks
- Events
- Calls
- Campaigns
- Quotes
- Cases
- Solutions
- Products
- Vendors
- Invoices
- Price Books
Other modules to import data from in Zoho CRM:
- Subforms
- Custom modules
- Linking modules
- History tracking modules
Note: You cannot import data from Multi select lookup field in any modules.
7. The selected modules appear at the top. Click Import to import the selected modules into Zoho DataPrep.
8. Once you have completed importing data, you can start preparing data right away.
Note: You can choose to schedule your data import from Zoho CRM using the connector periodically at regular intervals.
Schedule import
You can schedule data import using the Schedule import option. You can also import incremental data from your CRM while scheduling Zoho CRM import. Incremental data import is a method used to import new or modified records from the data source after the previous sync.
To import incremental data from Zoho CRM
1. Select the Schedule import option from the Import menu in the top bar.
2. Select a Repeat method (Every 'N' hours, Every day, Weekly once, Monthly once) and set frequency using Perform every dropdown.
3. Select the Time zone to import data. By default, your local timezone will be selected.
4. Select the checkbox if you want to import new columns found in the source data.
Import configuration
You can configure how to import and fetch incremental data from your CRM module using the Import configuration option.
5. 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.
6. If you want to import all data, select the date from when data needs to be imported in the Sync historical data from field. This option will import all existing data from the selected date.
7. If you choose to import only modified and new data, the Created_Time and User_ Modified_Time columns will be used to fetch only modified and new data. The Created_Time and User_Modified_Time columns will be used to fetch new and modified data, respectively from the last imported time.
8. If you choose to import only new data, the Created_Time column will be used to fetch only new data after the last imported time.
9. Click Save to schedule import for your dataset.
Reload data from source
You can manually refresh your dataset with the latest data by reloading all data from your CRM module. Click here to know how to reload data. For example, even if you've scheduled an import, you can get the new data before the next schedule run using the Reload data from source option.
Note: If you have already configured an import schedule from CRM, data will be loaded based on your earlier selection made in the Import configuration section. If you've not configured the import schedule, the Reload data from source option will import the whole data from the historical sync date that you had selected during import.
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