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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 6
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Importing Our Data!
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Once you have prepped your data and “reassigned” all your Accounts by associating the right User ID with them, importing is easy.
We want to update and map based on the Account ID that we have and map our newly assigned User ID to the Account Owner field (ID, not email).
Map any other fields that need to be updated and finish it! It is then quite easy to verify that the import ran successfully or not.