【Zoho CRM】商談タブへのデータインポート

Zoho使用前にエクセルで管理していた商談情報を、Zoho一括管理のため、商談タブにインポートしたいのですが、お客さまの氏名だけが紐づけられませんでした。

「Zoho CRMにインポートする項目を関連付ける」のところが画像のようになっています。

（弊社では、「姓」を「★個人データ名」という項目名に変更し、フルネームを入れて使用しています。）
どのようにしたら氏名をインポートできるかご存じの方がいらっしゃいましたら、ご教示いただきたく、よろしくお願いいたします。

（投稿先が間違っていましたらご指摘いただけますと幸いです。）

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• Yutaka SHIMIZU

  

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  みなさんいつもお世話になっております、ゾーホージャパンの岸本です。 Zoho CRMで基幹システムのデータが見れるといいな、という場合もあるのではないでしょうか。 その場合Zoho CRMのクエリー機能を利用すると比較的簡単に実現できます。 （あくまで見れるだけで操作や集計には活かせません、集計したい場合は別途Zoho Analyticsが有効です） 私の場合、MicrosoftのAzure DBからZoho CRMに直接データをつなげ、 Zoho CRM側の、例えば企業IDがAzure DBの請求書テーブルにある企業IDと同じ場合に、

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