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Easily Importing CSV Data into Zoho CRM
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Advanced Importing7 Topics
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Update Records via Import (rather than just creating)
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Choosing Which Field to Match On: IDs, Emails, and Other Unique Fields
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How To Get Record IDs from Reports and Exports
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(Advanced Hack) Export More Than 20k Records in Analytics
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Prep Your Spreadsheet for Data Import
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Importing Our Data!
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Undoing Imports
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Update Records via Import (rather than just creating)
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VLOOKUPs in Microsoft Excel7 Topics
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Merging Data Between 2 Modules
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Export and Building Our Master Spreadsheet
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VLOOKUP in Excel to Prep Your Data Import
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Run the Contacts Import
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Merging Data Between 2 Data Sets Using Another Unique Field
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Export and Building Our Master Spreadsheet
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(BONUS) Run the Duplicate Check in Analytics MUCH QUICKER
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Merging Data Between 2 Modules
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Easy Steps to Migrate Data from Excel (or a previous CRM) to Zoho CRM7 Topics
Lesson 1, Topic 4
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(Advanced Hack) Export More Than 20k Records in Analytics
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Use a query table in Analytics to pull any data you want and get the record ID’s to then import back into the CRM.
Just concatenate ‘zcrm_’ with the record ID column to ensure it’s exported as a text field and Excel doesn’t round the ID while recognizing it as an integer field.