What are the things I need to check before I import data?

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• What are the things I need to check before I import data?

  Before you import your data, it is important that you test your import using a sample file. Please go through the Import checklist to make sure you import your data properly. Related Link: Import Data to Zoho CRM 

• Why am I unable to import more than 1500 records?

  If you're importing files in the XLS, XLSX or VCF formats, you can import upto 5000 records per batch. You may not be able to import more than 1500 records if: The import file is not in the CSV format - If you want to import more than 5000 records, ...

• Can I move deals to a particular pipeline and assign a stage during data migration or import?

  Migrating from another CRM: When you migrate from another CRM, the Pipeline field will be available during field mapping. The deals will be assigned to the layout's pipeline based on this field. If the deals that are to be migrated do not have a ...

• What are the mandatory fields while importing data?

  While importing data, all the mandatory fields in CRM (for the record type) need to be mentioned in the import file. For example, if Lead Name and Company Details are mandatory to add a lead in CRM, you need to have these details mentioned in the ...

• Troubleshooting Data Import and Export

  1. When I try to import leads, I get an error message which says "Duplicate record exist in system: Email." I've checked my CRM data and there is no duplicate record with the same email address. How do I resolve this? Once you have ensured there is ...