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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 3, Topic 7
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Finish Up by Importing Deals
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Import your Deals, mapping to the Account lookup as well. Make sure all fields are mapped correctly and that the correct data type is selected (some default Zoho selections might be incorrect).
You did it! Most other data migration needs are just variations of the same. The scale might be larger, but if you understand how to import to lookup fields, date fields, numeric and picklist fields, etc, then you’ll be able to figure out any other import or migration question!