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 5
In Progress
Settle On Your Order of Operations
Lesson Progress
0% Complete
You need to run your imports in the right order so that all records relate together.
ACCOUNTS need to be imported first.
From there, you can import either Contacts or Deals. Both of those “look up to” Accounts and you can import to the Account lookup field based on the Account Name if that is marked as unique in your CRM.