Back to Course
Easily Importing CSV Data into Zoho CRM
0% Complete
0/0 Steps
-
Advanced Importing7 Topics
-
Update Records via Import (rather than just creating)
-
Choosing Which Field to Match On: IDs, Emails, and Other Unique Fields
-
How To Get Record IDs from Reports and Exports
-
(Advanced Hack) Export More Than 20k Records in Analytics
-
Prep Your Spreadsheet for Data Import
-
Importing Our Data!
-
Undoing Imports
-
Update Records via Import (rather than just creating)
-
VLOOKUPs in Microsoft Excel7 Topics
-
Merging Data Between 2 Modules
-
Export and Building Our Master Spreadsheet
-
VLOOKUP in Excel to Prep Your Data Import
-
Run the Contacts Import
-
Merging Data Between 2 Data Sets Using Another Unique Field
-
Export and Building Our Master Spreadsheet
-
(BONUS) Run the Duplicate Check in Analytics MUCH QUICKER
-
Merging Data Between 2 Modules
-
Easy Steps to Migrate Data from Excel (or a previous CRM) to Zoho CRM7 Topics
Lesson 3, Topic 4
In Progress
Clean and Prep Your Data for Import
Lesson Progress
0% Complete
Be sure and separate out your Account-level data for an Accounts import.
Splitting First and Last Names:
- Use the text-to-column feature
- Or, write a quick formula to accomplish the same task, something like this to split the names into columns:
First name Column =LEFT(C2,SEARCH(" ",C2)-1)
New Last Name Column =SUBSTITUTE(C2,LEFT(C2,SEARCH(" ",C2)),"")
Don’t forget to give the Deals a name. The Deal Name is a mandatory field for import.
Ensure your stage values match the options in your CRM.