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

Zoho Knowledge Base

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