Migrating data from Contacts to Accounts
I have created my companies database of customers as contacts with attached accounts to represent the company they belong to. Now my boss wants to have the information which i already placed on the Contacts, to be available in Accounts. This means adress, telephone, email, website, adress and more.
Is there a solution for how i can migrate that data? I really do not want to edit each record, and i also want to keep the data intact.
The issue is that addresses for example is better to have at the Account level, but then i need to copy/paste all data manually.
I hope you can help!
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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. ____________________________________________________________________________________________________________