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.

• Topic Participants

• Karthik Subramanian

  

• Sticky Posts

• Announcement: Zoho DataPrep 1.0 will be deprecated on August 31,2025

  We'd like to inform you that the Zoho DataPrep 1.0 version will be officially deprecated as of August 31, 2025. This aligns with our efforts to streamline and improve your overall experience with Zoho DataPrep 2.0 which was released in Sep 2024 . To ensure

• 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,

• Recent Topics

• Quoting Subscriptions with one Time costs

  Hello all, We sell a subscription SaaS service for which we provide one-time services for implementation and customization. Using CRM quotes i was able to create customized total fields to show the total one-time costs, monthly cost, total subscription

• Change visable Subform fields

  I have a form with 4 subforms in it. I added another field to each of the subforms in my main form. Now, how do I update the subforms to show the new fields that I added?

• メール一括配信の未送信のメールについて知りたい

  メール一括配信の後の、未送信のメールの数は添付のようにシステムから連絡がくるのですが それらの対象者を知りたい。レポートなど一覧で知りたい。 また配信対象者なのに（担当者、リード）の メールの履歴に配信したメールの件名でさえ表示されないのはどう理解したらよいのか知りたいです。 また、これらの人をレポートで一覧で出す方法を教えてください。把握したいためです。

• 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(7/24)

  ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 7月開催のZoho ワークアウトについてお知らせします。 2ヶ月ぶりに、渋谷にて「リアル開催」します！ ▷▷詳細はこちら：https://www.zohomeetups.com/20250724Zoho ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、

• Rich Text For Notes in Zoho CRM

  Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using

• Switching hosts while meeting is occuring

  We had a team meeting in Zoho Meetings this morning, but the person listed as the host had to leave the meeting early. We looked for an option to set me to host, but didn't see the option, and we incorrectly assumed that it would be like Zoom in that

• Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

  Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's

• Zoho Reports Not Grouping from Subforms

  I have created reports from a subform. We have a budget from a standard field, and the bills added to a subform. I've summarised the bills in a field. In edit mode, the bills are joined per supplier, which is what we want. But then it converts and separates/duplicates

• Introducing Assemblies and Kits in Zoho Inventory

  Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

• Is it possible to Bulk Update 'Product Name' in Zoho Desk?

  Is it possible to Bulk Update 'Product Name' in Zoho Desk? I cannot see that option now. Kindly help how we can do it.

• Show item Cost value on Item screen

  The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the item

• Kits: Option to Hide Associate Items on Documents

  The new Kit type of Composite Item is very helpful, and we're already using it in several different ways. One problem is that there seems to be no way to hide the components on some documents, including Package Slips. There is an option given in settings

• Refund Form Can’t Reverse “Bank Charges” Line — Throws Off Reconciliation

  Zoho, When we pay a vendor, the Payment screen lets us add a “Bank Charges” amount (we post a $1 processing fee there). Perfect. But on the Refund popup there’s no matching field, so the refund can only return the net expense. If our processor sends back

• Trial Extenstion/ 2nd Go!

  Hi, Recently trialed FSM bit didnt get a chance to try out the most recent features is it possible to get another trial to try the new features and see if I can make it work for me?

• [Important announcement] Zoho Writer will mandate DKIM configuration for automation users

  Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIM

• Client Script | Update - Introducing Subform Events and Actions

  Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce

• Zoho Integration with UPS

  I have 2 questions: Firstly, is there a way to notify UPS that we have a package to collect once we have done the shipping label? Secondly, how do I get the tracking number and shipment method onto the Invoice and Package Slip for the customer? Than

• Trigger action after workflow

  I would like to trigger a deluge function after the approval workflow is complete. Is this possible? The objective is to take the approved document and move it over to Zoho Contracts to send out to our customer for review and signature. The reason we

• Why don't we have better integration with Mercado Pago or Pagseguro?

  Currently, the integration between Zoho Commerce and Mercado Pago for Brazil is very poor... Since it is old, it does not include the main payment method in Brazil today, which is PIX. Is there a date for this to finally be launched? There are numerous

• Add a block or widget to Zoho Sites that allows users to create an interactive contact card with contact buttons (email, LinkedIn, website, etc)

  The proposed feature consists of a pre-designed, customizable block that displays a person's contact information (e.g., a speaker, sales representative, or independent professional) and offers quick access to: Email (icon with mailto: link) LinkedIn profile

• Mapping a custom preferred date field in the estimate with the native field in the workorder

  Hi Zoho, I created a field in the estimate : "Preferred Date 1", to give the ability to my support agent to add a preferred date while viewing the client's estimate. However, in the conversion mapping (Estimate to Workorder), I'm unable to map my custom

• Add the ability to view number of hours planned for a workorder while in the Dispatch Console

  Hi Zoho, When dispatching a work order through the Dispatch Console, there's currently no way to view the number of planned hours for the service tasks associated with that specific work order. Having to click into the details each time to check planned

• Trigger for Validation Rules

  Currently in Zoho CRM we can set a trigger for workflows, blueprints etc in a custom deluge function But Validation Rules are missing For example if I run a custom function to update a record, it bypasses the validation rules It would be really beneficial

• ZOHO Desk blocking emails from creating tickets

  Hi We have been noticing some issues since last week ZOHO Desk is not creating a ticket which is still in our affiliate mail box.

• how to install desk

  how to install desk

• How to turn off ability to share Knowledge-base article with social networks

  Is there a way to deactivate the link at the bottom of a Knowledge-base article so that it can not be shared via Facebook or Twitter?

• Automatically Hide Unauthorized Sections from Agent Interface in Zoho Desk

  Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request regarding the user experience for agents in Zoho Desk who do not have permission to access certain sections of the system. 🎯 Current Behavior At present, when an agent

• Is there a way to prevent a user from removing a payment method on a live, recurring subscription?

  As it stands, if you allow users to remove payment methods, they can do so on live subscriptions. This leaves the sub without a payment method. The user should be able to REPLACE the card with a new one, but not remove all payment methods. We have had

• Assistance Required: Report Export to Excel and WorkDrive Upload via Deluge

  I'm working on automating a scheduled workflow in Zoho Creator that needs to run weekly. The goal is to: Export a report from Zoho Creator in Excel (.xls or .xlsx) format, and Upload the exported file to a specific folder in Zoho WorkDrive using a Deluge

• Kanban View for Projects.

  At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.

• Zoho Projects - Q2 Updates | 2025

  Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth

• Useful enhancements to Mail Merge in Zoho CRM

  Dear Customers, We hope you're well! We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documents

• Send Whatsapp with API including custom placeholders

  Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number

• How can I see the actual copy sent to the specific contact?

  I have setup a journey in Marketing Automation and created addition of contact in a specific list as the trigger, emails are sending to the contacts, but I can't see the actual copy sent to any specific contact in the list. Please guide me, where can

• Client Script for Task Module

  When do we expect the client script for the tasks module?

• Automating Employee Birthday Notifications in Zoho Cliq

  Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

• Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

  Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

• Product and Service

  Hi guys, there is a difference between layout of product and service if Long Description field have some kind of text. Please see screenshot 1 for Service here: https://prnt.sc/7xWwPKd29nWP for Product here: https://prnt.sc/LGmtVd_U6H7q As you can see

• Create Project while winning potentials - Projects v3 api updated code

  Hi all, I've been using the built in function to create a project while a deal is closed won and noticed it had some missing fields when trying to reference the zoho projects v3 api documentation. Specifically the project group had some issues when adding

• Formula Fields inside of Blueprint Transitions

  We would like to have formula fields inside of blueprint transitions. We type in currency fields and would like to see the result inside of a formula field. Our use case: Send out a price for XY 1. Filling out cost fields 2. See gross profit

• Next Page