Data Migration - Multi Select Lookup (Many to Many Relationships)
Overview
During data migration from a different CRM system to Zoho CRM, it’s essential to ensure that these linked records are transferred correctly so that all associations remain intact. Handling Multi Select Lookup fields properly helps maintain accurate relationships between records and preserves the consistency of your CRM data.
Scenario
Consider a situation where you have a Multi Select Lookup field in the Leads module that looks up to the Accounts module.
Now, you want to import records into both the Leads and Accounts modules and establish many-to-many associations between them. This scenario illustrates the need to handle Multi Select Lookup fields carefully during migration to ensure that all relationships between Leads and Accounts are accurately maintained.
Preparing the Files to Import
- Parent Module File – for importing Lead records
Child Module File – for importing Account records
Linking Module File – for creating the many-to-many associations between Leads and Accounts
In this scenario, Lead is the Parent Module and Account is the Child Module.
Parent Module File
- Parent Module Name
Migration ID
Child Module File
- Child Module Name
Migration ID
Linking Module File
- Parent Module ID
Child Module ID
Migration ID
Note:
The Migration ID is crucial in the data migration process. Each record being migrated must have a unique identifier that will be used as the Migration ID during migration.
In addition to the columns listed above, include any other mandatory fields required by the respective modules.
You can download the sample CSV files shown in above screenshots here for your reference.
Migration Process
Navigate to Setup > Data Administration > Import.
Select the CRM system from which you are migrating the data.
Browse and upload all the prepared CSV files (Parent, Child, and Linking module files).
Module Mapping
- Locate each CSV file in the respective module folder.
Ensure that the Parent, Child, and Linking module files are correctly associated with their corresponding modules.
Field Mapping
Parent Module (Leads) Field Mapping
- Parent module name > map to Last Name field in Leads module
- Migration ID > map to Lead ID
Child Module (Accounts) Field Mapping
- Child module name > map to Account Name field in Accounts module
- Migration ID > map to Account ID
Linking Module Field Mapping
- Parent Module ID > map to the Lead lookup field in the Linking module
- Child Module ID > map to the Account lookup field in the Linking module
- Migration ID > map to the Linking module ID
Start the Migration
- After completing the mapping, click Start Migration.
- If all files and mappings are correctly set, the data will be migrated successfully, maintaining all many-to-many associations between Leads and Accounts.
For a visual guide on this steps, view this Screen Recording showcasing the full migration procedure and results.
Article Created by Maddy | Zoho Partner Support
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