Hello everyone,

I hope you are all having a nice week. i am new to zoho and i hope this question is placed in the correct section.

If not then i am sorry.

I have several questions and if i can take a bit of your time i would be very thankful :)

1st here is the scenario.

I have been tasked to learn Zoho CRM and Deluge scripting in order to export data from Zoho CRM (we will use Leads as an example) every day at a specific time (say 3 in the morning) in excel format with specific fields so not everything in Leads. Name, email, address, etc.

After this i will receive another excel provided by my colleague. i then have to merge these 2 excel files with the most up to date information.

As an example Zoho excel has "John" , "john@email.com", "phone: 123456"

my colleague's excel has "John" , "john@email.com", "phone: 654321"  so the phone number in this excel is more recent and i will have to replace the one in Zoho excel with the new one. Or if there are new contacts in my colleagues excel i should add it to the zoho excel.

After the merge is done i then have to import it back into Zoho CRM.

And this would be a daily task.

Now my questions:

1. Exporting from Zoho:

Is it possible to automate the extraction of multiple lines of data from a session like Leads into an excel file at a specific time of day?

      What i know so far for question 1:

            - It is possible from what i read to create a Schedule that runs every X days at Y hour to do Z task like send an email, but would it be possible to attach the exported excel to it?

            - i see that it is already possible to extract this information from "Export" in the settings, however it extracts everything from Leads not just specific columns. And it is limited to 3000 lines. if i use getRecords will this extract multiple lines in an excel/csv file? And is it also limited to 3000 lines?

2.Importing into Zoho:

After i get this list and i finish editing it. I will have to import it back into zoho.

      What i know so far about this issue:

            - i can import this data in the "Import" section in settings from several already defined CRMs but also from a custom CRM. However i presume this will not update the current list of contacts or remove the existing ones and replace them with the contacts in the new excel? Will this basically add the new list alongside with the existing contacts and have duplicates?

      Would it be possible to use createRecord with an excel file that has all this data?

Thank you for making it this far and i apologize for this big crazy mess.

I hope i explained everything clearly. If something is not clear let me know and i will try to explain it even more.

Thank you again for your time.

Have an easy rest of the week

Best Regards

Daniel