Data Administration
Migrate from Zoho ContactManager
Zoho ContactManager has information about the Contacts, Companies, Deals, Tasks which are helpful in managing your business. When you decide to move to Bigin, instead of exporting the information individually you can simply choose to Migrate the ...
Migrate from Zoho CRM
Zoho CRM is great for larger teams looking for extensive customizations and enterprise-class business processes. However, small teams may be looking for a simpler alternative like Bigin. When you decide to switch to Bigin from Zoho CRM, you can ...
Upgrade to Zoho CRM
Bigin is a minimal CRM with features designed to help small businesses manage their customer relationships efficiently. But as your organization grows, so will your CRM requirements. If you feel you are outgrowing Bigin, you can upgrade your Bigin ...
Storage
This displays the total storage space utilized by your organization and individual users. You can choose to purchase additional storage if needed from the subscriptions page.
Manage Recycle Bin
Every record you delete in Bigin account lands in the recycle bin. You can also choose to restore the deleted file back to the original module or delete the record permanently from Bigin. Restore Records You can restore a deleted record back to the ...
Data Backup
This option allows you to back up all the data in your Bigin account, instantly. Once the backup is ready for download, you will receive a pop-up notification and an email. Users with the Express edition of Bigin will have two free backups per ...
View Audit Log
All the actions performed in your Bigin account will be listed chronologically in a single window. You can also choose to export a copy of the audit log for your reference. View Audit Log To view audit log The Audit Log page displays all the actions ...
Exporting Data
You can export the data that is present in the modules of your Bigin account. Simply choose the module of your choice and a .CSV file of all the data present in the module will be exported. To Export data Go to Setup > Data Administration > Export ...
Find and merge duplicate records
Duplicate records pose a significant problem when you work with large volumes of data. It is important to keep your database free from duplicates to ensure your business runs efficiently. A database containing duplicate records doesn't offer easy ...
Import History
Data administration in Bigin allows you to manage all the data that you add in your account. In Bigin data can be managed in the following ways: Import History This displays the complete record of all the data that is imported by the user in ...
Import Notes
Permissions: Users with the following permissions enabled in their profile can import notes in their Bigin account. 1. 'Create' permission for Notes under Basic Permissions. 2. Import permissions should be enabled under Advanced Features. For ...
Import Records
Importing records is an essential data administration task. In Bigin, this important action can be performed without much hassle and complexity. Currently, you can import records to the Companies, Contacts, Deals, and Products modules. You can also ...
Manage notes and files
Files You can upload important files like Sales Orders, Invoices, Agreements etc., and associate it to the relevant record in your Bigin account. These attachments can be uploaded via the following means: Upload from computer You can use this option ...