Zoho CRM connector's export functionality enables end-to-end CRM data pipeline

Zoho CRM connector's export functionality enables end-to-end CRM data pipeline

We're thrilled to announce an update to our Zoho CRM connector that will enable you to create data pipelines to Zoho CRM.

 

The public beta of "export to Zoho CRM" is now available, and can be enabled for users requesting it via email.

 

Using the feature, you’ll be able to build a data pipeline: Zoho CRM (schedule data import) > Zoho DataPrep (prepare data) > Zoho CRM (schedule prepared data export).


Note: Existing customers as well as trial users can enable this functionality. Please write to support@zohodataprep.com with the subject line: Enable export to Zoho CRM.
​
How will creating a data pipeline to Zoho CRM help your business? 

An end-to-end data pipeline creates multiple advantages.

  • Eliminating invalid/duplicate entries

  • Blending data from different sources

  • Standardizing data

  • Optimizing data for downstream processes like analytics

On eliminating erroneous/duplicate data: Your Zoho CRM data can be captured from multiple sources, and sometimes involving manual data entry. This makes it prone to some errors at the time of capturing data. For example, your lead forms might contain duplicate or invalid entries. If left unchecked and unvalidated, this can lead to problems.

 

The enhanced Zoho CRM connector's "export to Zoho CRM" functionality gives organizations the power to eliminate errors.

 

Users can use the tightly integrated CRM connector to import data from Zoho CRM, use DataPrep's powerful transformations to cleanse, transform and standardize data and export it back into CRM records.

 

Some transforms that will help you “prepare” your CRM data 

 Deduplicate transform 

Use the Deduplicate transform to eliminate duplicates from your imported Zoho CRM records. For example, if you’ve imported the leads module of Zoho CRM, you’ll be able to identify and eliminate all of the duplicate entries within a batch.

 

Watch this video to learn how Zoho DataPrep can help with cleansing Zoho CRM data.




Cluster and Merge  transform

You can use the Cluster and Merge transform when you find inconsistencies in your CRM records, and want to standardize them. For example, let’s say the country value has been recorded as United States of America, USA, US, etc. You can use "Cluster and Merge" to change it to "United States" consistently across records. This standardization will help you in downstream processes—for example, if you want to quickly analyze sales figures across the United States demographic.

 

 Append  transform

The Append transform comes in handy when you are blending two sets of records. For example, you can blend the leads in your Zoho CRM that were captured from a web form with the leads that were captured by an event management software (e.g., Webex events, Airmeet, Zoho BackStage, etc.).


Granular controls help with setting up a data pipeline 

DataPrep is a tool to democratize data management. Our easy to drag-and-drop functionality makes data preparation an enjoyable activity for non-technical business users.

 

We know that setting up a data pipeline and scheduling regular data preparation can be an unnerving task for some of you, especially when production data—like CRM—comes into play.

 

Which is why, with DataPrep, you’ll be in control every step of the way.

 

DataPrep will give you: 

  • Granular control of how an export is executed via a preview.

  • Target matching to prevent errors.

  • Rollback sync in case of partial export failures. 

Review records being added/Assess changes to system 

At the time of export to Zoho CRM, you can choose one of three options: only add new records, only update existing records, or add and update records.

 

This flexibility will help CRM admins determine the context in which the data preparation is being done.

 

If you’ve imported records from the Leads module for deduplication and cleansing, and you’re exporting the records back to the same CRM module, you can choose to delete the duplicate records.

 

At the time of export, you’ll be prompted to review the records that might be deleted, so you can rest assured that only the records you no longer want get deleted.



 

 

Refer to our knowledge base to learn more.

 

 Use target matching to eliminate errors 

Target matching is a powerful feature that helps you match your data's schema to that of the CRM module you're exporting the data to. This will highlight errors such as unmatched columns, data type errors, and data format errors, before exporting the data.

Learn more about target matching.

 

You can view the error details for a detailed summary of target-matching errors. These errors could potentially fail the export when it happens, so you’ll have a chance to view them and fix them beforehand. 

 

 

 
















​Rollback in case of errors 

Sometimes an export can partially fail. This can happen due to extraneous reasons, like network connectivity problems.

 

In these cases, you have the option to rollback the export and restore the records back to their previous state.


 

Learn more about Rollback from our Knowledge Base.

 

You can also refer to DataPrep's solution guide for Zoho CRM for more use case-related details.

 

The features outlined here are now available for beta access. We invite you to try these features and share your feedback with us.

 

Also, because this is still in the beta stage, we urge you not to run critical DataPrep features on production data. Please try it on sample/test data only.



    • Sticky Posts

    • Announcement: Migrate your workspaces to Zoho DataPrep 2.0

      Zoho DataPrep 2.0 was recently launched with exciting new updates to the platform. You can read more about the new updates in the previous announcement. To take full advantage of the new data pipeline features, migrate your existing workspaces from the

    • Announcing Zoho DataPrep 2.0: An AI-Powered Data Management Platform

      Originally launched in 2021, Zoho DataPrep started as an efficient self-service data preparation solution. We are excited to launch our new version 2.0, with significant enhancements to our platform to help you manage your end-to-end data needs with the

    • Announcing DataPrep 2.0 Beta!

      Being data-driven is an important end goal for all organizations, because when businesses can manage, analyze, and make actionable decisions based on data, they have a competitive advantage. With that said, how confident are you in making business decisions

    • Zoho CRM connector's export functionality enables end-to-end CRM data pipeline

      We're thrilled to announce an update to our Zoho CRM connector that will enable you to create data pipelines to Zoho CRM. The public beta of "export to Zoho CRM" is now available, and can be enabled for users requesting it via email. Using the feature,

    • Zoho DataPrep is now launched!

      We are excited to announce the launch of Zoho DataPrep – An advanced self-service data preparation and data pipeline service.  Introducing Zoho DataPrep Zoho DataPrep helps organizations prepare data by automatically identifying errors, discovering data

      • Recent Topics

      • Layout Rules / Quick create

        Hello, is there a way to create a layout rule for quick create option? Regards, Katarzyna

      • Issue with Create Note Button and Popup Form in Leads Module

        Hello Zoho Community, I am trying to implement a "Create Note" button in the Leads module with the following functionality: 1. When the button is clicked, a form should pop up with fields to add notes. 2. After filling out the form and clicking Send,

      • Finding draft ticket replies

        Is there a way to see all tickets which have draft replies?

      • Guidance on Making Zoho Desk Connections Available for All Data Centers

        Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on

      • Caso de Uso | Menos trámites, más salud: Clínicum optimiza sus recursos con Zoho One

        "La automatización del proceso de solicitud de bajas y su trazabilidad a través de Zoho nos ha supuesto una mejora en el ROI." - Carol Rodríguez, Responsable de Experiencia del Cliente interno y externo en Clínicum ¡Hola a todos! Estamos emocionados de

      • Is it possible to disable Chat Waiting Time, or to make it indefinite?

        We have used many online chat services over the years. However, Zoho's SalesIQ appears to be the only one we've tried that has a mandatory time limit where we must respond to new customer queries. We are a small business so we have no dedicated staff to monitor incoming chats, which makes this requirement very undesirable. (There have been no complaints from our clients when we're slower to follow up.) Is there an option I'm missing to turn Chat Waiting Time off, or to allow an infinite wait time?

      • Double opt-in notifications and customizable confirmation messages for your webforms

        Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit

      • Bulk create tasks - Zoho Projects API

        Hi Zoho/Community, I am trying to create multiple tasks in a single API call, is there a way we can combine multiple request bodies into one single payload? The issue I am facing is the rate limiting on the API, I wanted to create certain amount of tasks

      • Task Due dates and Reminder Date & Time

        I like to have a reminder on many tasks in Zoho Recruit. I find the process cumbersome in that each task requires the following: 1. click and select due date 2. Click the reminder box 3. Click on (Reminder) Start Date 4. Click on (Reminder )Time If one

      • Unable to Access Admin Console and Email Sending Issues

        Hello Zoho Support Team and Community, I hope this post finds you well. I am currently facing two significant issues with Zoho services: Admin Console Access Issue: Every time I try to access the Zoho Admin Console, it gets stuck on the loading screen

      • Tracking new lead response time

        Hi, I have a team of Sales Development Reps, who have a KPI of responding to a lead within 20 mins or less once it hits the system.  I seem to recall that Zoho CRM had the capability to track this in a previous version, but don't see it anywhere.   It's

      • Getting The Following Error.. 550 5.4.6 Unusual sending activity detected

        I just launched a marketing campaign and I got this error. Everything was working fine previously. This is a big launch so need to fix it asap. Can anyone help?

      • mail

        Frequent sending of this email, what does this mean? How to solve it

      • Printing on 80mm bluetooth Pos Printer

        Hello. I am trying to print receipts and invoices using my 80mm bluetooth connectivity Pos printer. I have configured the Templates to Retail so that it matches the paper width of the Pos printer. However, when I click Print in zoho, first it opens the

      • Trying to integrate gmail but google keeps blocking Zoho access for integration??

        hi i am trying to integrate a gmail account so can track/access business emails this way. I have followed the instructions but after selecting my email account it gets re-routed to this message (screengrab below) Can anyone advise a way around this or

      • Which attribute in Zoho books invoice api represent branch attached to the invoice?

        Hi Zoho Team, We have done the integration with Zoho Books API. While fetching data from Invoice API we want to get branch value attached to the invoice. We could not figure out which field in "Get an Invoice" api represents branch value attribute. Thanks

      • How to Billed from two different GST Numbers

        How to Billed from two different GST Numbers. Suppose ABC & Co had GST registration in Delhi and Haryana and Zoho account is created with Delhi GST Registration number. Now i also want to issue invoice from Haryana GST Registration number. How can i proceed ?

      • How to hide Predefined views

        Hi, I would like to know how to hide: Predefined views and Recent views or some records from this list. If I'm using it form iPad I have to scroll to see User created views. Or maybe it's possibility to move User created views on the top. All the best,

      • Is it possible to trigger the review process when a record is edited?

        Hello, I need to trigger a review process whenever a field is updated to a specific value. This field is empty when the record is created and is only filled later. I know the approval process exists, but that's not what I'm looking for in this case. What

      • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

        Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.

      • Deleting Views

        How do you delete views? Please syd

      • Fixed Assets

        Where would I manage my fixed assets

      • Create a purchase order in vendor's currency

        I am having a problem working this out and would appreciate some suggestions. We have Books and Inventory working in tandem. We are in Australia, our product is sold in Australia in $A and obviously all our invoices, accounts and reports need to be in

      • Report on Assets

        Hi,  Is it possible to report purchased assets on a specific year? The Balance Sheet shows everything up to the current date, and the expense reports will not show purchased assets because they are assets not expenses. If it is not possible, then is it possible to setup an API connection with Books to extract data from to another Reporting application?

      • Purchase of Fixed Assets

        How can I record the purchase of assets using zoho books? For example, I purchased 4 laptop for 100000 $ each and paid it through my bank account. How can I record this transaction and maintain track of how much of the assets I bought?

      • Where is the Fixed Asset Register?

        I am a Zoho One user for 18 months, using invoicing and CRM and now ready to migrate my books to Zoho Books. Where do I keep the fixed asset register for the equipment that I use in my business? I have a service based business with a lot of gear and business

      • Fixed assets recording

        Hello there, I recorded a bill for a vendor contain (Computer) so the PC is a fixed assets, do I need to do a manual journal to include this PC under the fixed assets category (furniture & equipment)? If yes, please take me through the manual journal

      • [New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

        [Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call

      • Multi-Select lookup field has reached its maximum??

        Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

      • Kaizen #168 - Incremental Authorization

        Welcome to this week's post in the Kaizen series. In this post, we will discuss Incremental Authorization. What is Incremental Authorization? Incremental Authorization is an OAuth strategy that allows a client to request specific authorization scopes

      • Zoho Analytics Pivot Table - How to compare month vs last year same month

        Hi, I had created a pivot table with setup as below: Column: - Delivery Date Row: - Customer Group Data as column - Total amount (sum > normal) (show data of the month) - Total amount (sum > % difference from previous value) (compare between this month

      • Configure Notes Title for Blueprint Transition

        It'd be very helpful to be able to configure note titles on blueprint transitions when requiring notes. This would help tie back the history of notes to the blueprint actions. We have some approval processes in our blueprint and require notes for the

      • An update to improve email delivery | Email Authentication & Relay

        Dear Zoho Recruit Community, We hope this message finds you well. This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Recruit account. Effective 31st December, 2024, emails sent using email

      • Stop adding Default ID column to xls exports

        When anything is exported to xls, Zoho adds a column with an ID.  WE DO NOT WANT THIS COLUMN.  We use an automated report to a team.  We have our own tracking number.  1. This makes the report messy, it just pushes OUR data off to the right.  2. We have

      • Automation#25: Move Tickets to Unassigned When the Owner Is Offline

        Hello Everyone, Welcome to this week's Community Series! 'Tis the holiday season—a time when work often takes a brief pause. The holiday spirit is in full swing at Zylker Techfix too, with employees taking some well-deserved time off. During this period,

      • Zoho cases and remote work api

        How to use zoho cases listing api? When i try to hit the endpoint specified in the docs , i get the error : the page you are looking for does not exist with a 401.

      • Calendly does not show scheduled Meetings

        I use Calendly as my standard booking tool, but no matter what I am doing, Calendly shows any appointment as free (when in fact there already is an appointment in CRM Calendar or Zoho Calendar). Drives me nuts - cannot go away from Calendly due to various

      • Delete Field that is used in a Zoho Flow connection

        I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the prompted

      • I want the currency in my account to be Mexican pesos.

        Hello, I am a Mexican citizen and live in Ukraine. When I registered to your system, it was seen that I was from Ukraine, so the default currency is Euro. This is causing me a problem. Please change the standard currency in my account to Mexican Pes

      • Directly Edit, Filter, and Sort Subforms on the Details Page

        Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

      • Next Page