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

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• 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 things I need to check before I import data?

  Before you import your data, it is best to test your import with a sample file. Please go through this checklist to make sure you've imported your data properly.

• 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 ...

• What are the lawful bases the data controller can use to process customer data?

  The data controller can choose from six data processing bases. These are: 1. Contract- This applies when you need to process the customer's personal data to fulfill your contractual obligations, or to take some action based on the customer's request ...

• Data Import

  Import data into Zoho CRM from various sources Help guide  Importing Data to Zoho CRM Viewing Import History