Knowledge Base Zoho CRM Data Administration Import

            On what basis are the duplicate records identified during import?

            While importing records, there are options to overwrite, skip, and clone the duplicate records. The duplicate records are identified based on unique fields such as email address, phone number etc. in each module. Following are the unique fields for each module:

            Leads - Email
            Contact - Email
            Account - Account Name
            Deals - Deal Name
            Cases - Subject
            Solutions - Title
            Campaigns - Campaign Name
            Vendors - Vendor Name
            Products - Product Name

            Updated: 09 Aug 2017 09:53 PM
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