Hello,
I have a table created in Zoho Creator and table in Zoho CRM called "Contacts". Both tables have a field called "company name".
I want to import data to Creator from my .xls file and I want to match "company name" field so that it would be possible to click on the name of the company in Creator table and it will open information in Zoho CRM about this company.
Now in Zoho Creator table I have the field, which is "Zoho CRM" type. And everything works perfectly as I want, but the problem is that I should match each contact from zoho creator with zoho crm manually, one by one, which is very time consuming.
How can I import my initial .xls table so that the field with company name will be automatically matched with zoho CRM?