1. Data sync
2. Data cleanup
3. Data migration
4. Data backup and replication
Data sync
Bring data from a variety of sources into Zoho CRM
Your CRM data can be gathered through various sources such as purchasing a record database, collecting from trade shows, joint marketing ventures, and campaigns, among others. The data sources could be Excel or CSV files, databases, campaign tools, marketing tools, and more. Let us look at how DataPrep can help you clean and transit data to your Zoho CRM account.
External data sources → Zoho DataPrep → Zoho CRM
Importing records from external sources to Zoho CRM is one of the most important lead creation activities in any business. Importing clean data is paramount for that reason. Zoho DataPrep helps ensure you import only high quality data into Zoho CRM. This way you can keep your customer data in sync, and make processing new entries and historical data easier using DataPrep.
-
Collect your data from
50+ data sources with Zoho DataPrep.
-
Model, clean, transform, and enrich your data using
250+ transformations, based on your needs.
-
Export processed data to your Zoho CRM account using
Zoho CRM connector.
You can export the processed data from Zoho DataPrep to a CRM module.
When exporting the processed data from Zoho DataPrep to your Zoho CRM module, you can use target matching. It helps you set up a CRM module as the target and align your dataset to match your target module before exporting data. You can attach a target CRM module to match the field structure, formats, and the data types in the existing source dataset. The errors and suggestions for fix are displayed at the top of each column in DataPrep studio. Simply click the suggestions to fix errors in a jiffy. Learn more about
target matching and ensure seamless exporting of high quality data to Zoho CRM.
Once target matching is successful i.e., the model of your dataset matches the data model of your Zoho CRM module, you can export data to Zoho CRM. When exporting the processed data to Zoho CRM, you can choose to add only new records, or update existing records, or perform both. You have an option to
rollback your export because of partial failures or other problems during the export. Learn more about
exporting data to Zoho CRM.
Data cleanup
Use DataPrep to clean your CRM data
Maintaining high data integrity is essential for any organization. One of the biggest threats to data integrity is having duplicate records in your data. Often, duplicate contacts are caused by human error. For example, one team member might spell a contact's name wrong, causing it to be added twice. It can also be caused by a contact filling in a form with a different email address or phone number.
Nevertheless, you need your data to be reliable, accurate, and complete. Zoho DataPrep lets you maintain clean data without any duplicate records in your Zoho CRM account. You can use Zoho DataPrep to connect, cleanse, prepare, model, transform, and enrich your data in Zoho CRM using the steps below.
Zoho CRM → Zoho DataPrep → Zoho CRM
-
Connect to your sales data with Zoho DataPrep at module level using
Zoho CRM connector.
Importing records from external sources to Zoho CRM is one of the most important lead creation activities in any business. Importing clean data is paramount for that reason. Zoho DataPrep helps ensure you import only high quality data into Zoho CRM. This way you can keep your customer data in sync, and make processing new entries and historical data easier using DataPrep.
-
Clean, prepare, model, transform, and enrich your CRM data.
-
Export processed data to your Zoho CRM account using
Zoho CRM connector.
You can export the processed data from Zoho DataPrep to a CRM module.
When exporting the processed data from Zoho DataPrep to your Zoho CRM module, you can use target matching. It helps you set up a CRM module as the target and align your dataset to match your target module before exporting data. You can attach a target CRM module to match the field structure, formats, and the data types in the existing source dataset. The errors and suggestions for fix are displayed at the top of each column in DataPrep studio. Simply click the suggestions to fix errors in a jiffy. Learn more about using
target matching and ensure seamless exporting of high quality data to Zoho CRM.
Once target matching is successful i.e., the model of your dataset matches the data model of your Zoho CRM module, you can export data to Zoho CRM. When exporting the processed data to Zoho CRM, you can choose to add only new records, or update existing records, or perform both. You have an option to
rollback your export because of partial failures or other problems during the export. Learn more about
exporting data to Zoho CRM.
During the data preparation process, you can merge and blend your data from different sources using the
join and union (append) transformations. This cross-data source blending adds wider meaning to your data and sets the context which helps in deriving business insights unavailable before.
Data migration
You can use Zoho DataPrep to migrate your data from other CRM solutions to Zoho CRM.
You can use Zoho DataPrep to migrate data from other CRM systems, prepare it and push to Zoho CRM.
-
Connect to your sales data with Zoho DataPrep. Import data as files from other CRM solutions into DataPrep.
-
Clean, prepare, model, transform, and enrich your CRM data.
-
Export processed data to your Zoho CRM account using
Zoho CRM connector.
You can export the processed data from Zoho DataPrep to a CRM module.
When exporting the processed data from Zoho DataPrep to your Zoho CRM module, you can use target matching. It helps you set up a CRM module as the target and align your dataset to match your target module before exporting data. You can attach a target CRM module to match the field structure, formats, and the data types in the existing source dataset. The errors and suggestions for fix are displayed at the top of each column in DataPrep studio. Simply click the suggestions to fix errors in a jiffy. Learn more about using
target matching and ensure seamless exporting of high quality data to Zoho CRM.