- 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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