Prepping the Data for Import

  • Make sure your data is clean before the import, you can’t edit it during the import process
  • Each column in a sheet corresponds to a field in Zoho CRM
  • Each row can be thought of as a record in CRM (it will be after the import)
  • Make sure your data has a place to be imported to. If needed, create custom fields

As mentioned at the end of the video, click for the Creating Custom Fields video from earlier in the course

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