Can I pull information from a sheet and upload it to the corresponding fields for customers?

Can I pull information from a sheet and upload it to the corresponding fields for customers?

Yes, you can do this by importing the data from your Excel sheet. Learn more about import here.
    • Related Articles

    • Types of Custom Fields

      In Zoho CRM, you can add different types of custom fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields : You can edit, delete and hide some of Zoho ...
    • Communicating with Customers

      Make Calls You can call your customers by selecting the record you wish to speak with. You can also log the call for future reference. To make a call Go to the module (Leads/Accounts/Contacts etc.). Tap a contact to whom you want to make a call. In ...
    • Marking Personal Fields

      GDPR defines personal data as any information relating to an identified or identifiable natural person (i.e. the data subject). There is a wide range of personal data that includes email addresses, location, mobile numbers, identification numbers, ...
    • What does the Zoho Sheet View option do?

      The Zoho Sheet View option lists records of a module in Zoho Sheet. Using this sheet view, you can view all the records and update them. You can make necessary changes to the records and save the sheet. On saving, the records are updated in your CRM ...
    • How does Zoho manage personal health information fields to comply with HIPAA?

      The Health Insurance Portability and Accountability Act (HIPAA), which includes the Privacy Rule, Security Rule, Breach notification Rule, and Health Information Technology for Economic and Clinical Health Act), requires Covered Entities and Business ...