Zoho CRM connector's export functionality enables end-to-end CRM data pipeline

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.



    • Sticky Posts

    • 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,
    • Zoho DataPrep is now launched!

      We are excited to announce the launch of Zoho DataPrep – An advanced self-service data preparation and data pipeline service.  Introducing Zoho DataPrep Zoho DataPrep helps organizations prepare data by automatically identifying errors, discovering data
    • Recent Topics

    • Directly Edit, Filter, and Sort Subforms on the Details Page

      Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
    • Request For Quotation (RFQ) module

      Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see a
    • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

      Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
    • Email signature not being included if user creates ticket / sends email

      When I create a ticket (send email), the signature doesn't appear to be added to the ticket. Can you confirm if this is the case? It would obviously be useful to include the user's signature even when sending a client an email and not only on replie
    • Lookup Fields not Converting

      I manage holiday properties. I have a lookup to the Accounts (Properties) in the Leads module. The lookup is connected to the property address field. When I convert it the lookup field does not update in Deals, although the property address does. There
    • Zoho Meeting iOS app update - Join breakout rooms, access polls, paste links and join sessions, in session host controls

      Hello, everyone! In the latest iOS version(v1.7) of the Zoho Meeting app, we have brought in support for the following features: Polls in meeting session Join Breakout rooms Paste link in join meeting screen Foreign time zone in the meeting details screen.
    • Calculate hours between 2 date/time fields

      Hi, Does anyone know if it is possible to get the number of hours between 2 date/time fields in a zoho crm custom function? Thanks, Michael
    • External ID validation.

      I added an external ID field as below in one of my custom modules: When creating records via the API using some value (eg: 762115b2-097e-43b2-bdba-f3924a5371a6) for this field, it works without any problem. I can create and even see the records on the
    • Sales Order, what are the statuses under Confirmed and Closed

      Hi, I have to build a workflow in Deluge which should be triggered when Sales Order status is Confirmed or Closed. But these 2 states don't exist when you fetch a sales order. Which of the statuses are considered as Confirmed or Closed ? Here is a list
    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
    • Remove Address from credit card payment

      I would like to remove the need to add address when paying by credit card. I only want the customer to have to add their credit card details.
    • Copy Widget to another Dashboard

      I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?
    • Create a button that executes a customized function

      Hello, I have created a summary view in which I combine the data from my items table and suppliers table. I would like to know if there is the possibility of adding a button somewhere in the view to be able to execute a function when clicked on it. I
    • Whatsapp reply not reflected under Tickets for offline agent

      Hi, We are encountering a situation where WA response from customer is not reflected under tickets (if the agent handling the case previously is not active due to off day/ MC). The ticket will remain in the offline agent's queue until agent is back to
    • Custom field doesn't fill when converting sales order to invoice

      Hi, When I convert a Sales Order to an Invoice one of the custom fields on a product line names "Subsidie" does not seem to fill in automatically. I manually have to select the product again by clicking on the product name in the order line en re-select
    • Can I use ZOHO calendar to schedule a Youtube video that is already in my youtube account, but listed as private or unlisted?

      I am creating Youtube videos and shorts and then uploading them to our Channel so others can view and approve. Once approved I would like to just schedule them over the next few days within Zoho. So far it looks like I have to re-upload the video to Zoho
    • How to Display a Logo Image on a Public Form?

      I would like to display a logo image in the header of a form. To achieve this, I added an Add Notes field to the form. The code below works perfectly for Zoho users accessing the form. However, when the form is made public, the image does not load properly:
    • Advice for my first project in Zoho

      Hello, how can I design and implement a customized ERP and CRM system using Zoho to automate and manage core business functions, including customer relationship management, property inventory, sales tracking, and financial processes. This is one of my
    • Associate Email API Internal Error

      I am trying to associate an already existing email within a function using the Related Emails API. To provide more context, I also have admin permissions and have ensured that the fields are correct and that I have admin permissions when associating the
    • Profit on Sales order

      Hi, would it be possible to implement a column at the Sales order overview of Purchase amount? So a field with the amount of all purchase related to this Sales order? This is very usefull so you will see the profit you made on this deal. I tried to get
    • Subform Data in v2 REST API

      What is the mechanism for adding subform data in the Creator v2 REST APIs?  There is nothing documented in the Data APIs documentation (https://www.zoho.com/creator/help/api/v2/).   I was able to determine how to GET the subform data by adding it to the
    • ZOHO Widget SDK not loading in html

      I have this code below, I have imported the widgetsdk however I get the error shown in the image, I have tried many different ways of importing and initiating the function ZOHO but nothing is working. can someone explain what I'm doing wrong, if I am
    • Information problem

      ZOHO Guys, I am trying to evaluate your product as a serious business tool. However your attitude to providing key information such as 1. CRM Data Model 2. Product Roadmap and Enhancement promises 3. Complete and accurate help make it very difficult to recommend as a serious choice for small business. You may be cheap, but I would prefer to pay if it means not being kept in the dark! Kind Regards Andrew Copley
    • How to create comparison time periods like these examples

      In a Pivot Report I would like to be able to select any date range and show a set of metrics for that date range e.g. revenue, orders, units sold. I would then like to be able to compare to the previous period based on the amount of days on the selected
    • Overwrite Option for custom modules

      Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25
    • Zoho Creator - Zoho Analytics

      I am facing an issue in Zoho Analytics where I am still seeing deleted data from the Zoho Creator form I created. Could you please look into this and let me know what needs to be done?
    • Important updates to Zoho CRM's email deliverability

      Last modified on: Jul 24, 2024 These enhancements are released for all users across all data centers. Modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domains
    • Unable to send emails

      I have this email parth@mrcolumbus.in, but I couldnt send outgoing email. Can you please help?
    • Notifications push : Encourager le réengagement et renforcer la fidélité des utilisateurs efficacement

      Vous avez déjà souhaité engager et communiquer de manière proactive avec les utilisateurs, y compris lorsqu'ils utilisent votre application de manière peu active ? Zoho Apptics vous offre déjà des fonctionnalités qui vous permettent d'évaluer la performance,
    • Easy way to delete attachments

      I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will
    • How to add new deal to existing contact

      Hi, I want to add new deal to existing contact.
    • Domain verification is in progress... (How long do I need to wait?)

      Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend Data
    • Linking an email to a Contact when the email is sent in deluge via sendmail

      The "to:" address in this code is a CRM Contact. Email address is forced unique in CRM This sendmail gets sent via a workflow which is in a custom module. It works, except that the outbound email does not appear (i.e, get linked to) the Contact such that
    • How to restore deleted Field

      I edited a field in zoho form and by accident I deleted a field (email address). The form is ongoing to be filled by respondent. Then, when I checked to the all entries and report, the email address is gone. I checked in audit log, there is a record that
    • How to select multiple notes at once in the PC client?

      In the PC client, you can select notes using ctr+LMB. But why can't you use shift+LMB? PC version 3.2.0
    • Feature Request: Search in the PC client. Some thoughts about the search.

      Hi all. I'm really excited to start using Zoho Notebook, but I'm missing some of the search capabilities on my desktop. There are also some thoughts on improving search in general. Search is very important to me, without it it is difficult for me to use
    • Create Your Own Issue Management System

      Effective issue management is a cornerstone of project success. Every bug or issue, no matter how small, needs to be tracked and resolved in time to maintain project momentum. In this post, we’ll explore how an issue management system in Zoho Projects
    • How I can add customized Invoice

      Hi, I wanna use a customized Invoice, how i can add that
    • Zoho MA and Custom Module

      I am trying to create a sync between Markting Automation and Zoho CRM. I am mapping a custom module from the CRM. The custom module has email field mobile phone field However I cannot finish the integration since the system keeps asking me for email or
    • Zoho Analytics Pivot Table - How to compare month vs last year same month

      Hi, I had created a pivot table with setup as below: Column: - Delivery Date Row: - Customer Group Data as column - Total amount (sum > normal) (show data of the month) - Total amount (sum > % difference from previous value) (compare between this month
    • Next Page