Excel Archives - The Workflow Academy

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Advanced Importing 7 Topics

Lesson Content

0% Complete 0/7 Steps

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

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

Easy Steps to Migrate Data from Excel (or a previous CRM) to Zoho CRM 7 Topics

Lesson Content

0% Complete 0/7 Steps

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