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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 1
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Update Records via Import (rather than just creating)
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Why would you update via import, rather than just using mass updates?
- Updating Lookup fields
- Updating a bunch of different fields at one time with different values (e.g., Addresses)
- Updating huge swaths of records (>100 or 200)
- If there are certain criteria for those updates that Excel formulas can accomplish better