How to Associate Records to Owners during import
I'd like to understand how to associate record owners to specific records during record import. Right now, I'm trying to import and its defaulting all record ownership to me.
Situation
- We have users already uploaded in Zoho
- I have a .csv with record information, including user name and user email.
- I've pulled what might be the user IDs in Zoho by going to settings --> users and copying all of the numbers in the url
When I run the associated import with either user name, email, or user ID gathered from above the importer defaults to me as the record owner. How do I run an import to map the users in Zoho to the record owner.
Note - I've also tried running an import with users and creating my own IDs. The import fails every time because it says the record owners already exist.
Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________