Easily Importing CSV Data into Zoho CRM
Advanced Importing
7 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
VLOOKUPs in Microsoft Excel
7 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
Easy Steps to Migrate Data from Excel (or a previous CRM) to Zoho CRM
7 Topics
Introducing the Out-of-the-Box CRM Migration Tool
When To Use the Out-of-the-Box CRM Migration Tool
Business Use Case
Clean and Prep Your Data for Import
Settle On Your Order of Operations
Importing Accounts and Contacts and Auto-Creating New Fields
Finish Up by Importing Deals
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VLOOKUPs in Microsoft Excel
Easily Importing CSV Data into Zoho CRM
VLOOKUPs in Microsoft Excel
Lesson Content
0% Complete
0/7 Steps
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
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Easily Importing CSV Data into Zoho CRM
VLOOKUPs in Microsoft Excel
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Lesson Content
0% Complete
0/7 Steps
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
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