Import
Can I export certain selected records from Zoho CRM?
No. Currently you can't export certain selected records from Zoho CRM. However, you can create a report based on criteria (your requirement) and export the report. For more information, see Working with Reports.
Why does my import fail?
Here are some of the reasons why you cannot import your file. There is no column header in the import file. Each column should have a column header. Column headers should be the first row of the import file. For example, the column that contains the ...
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
On what basis are the duplicate records identified during import?
While importing records, there are options to overwrite, skip, and clone the duplicate records. The duplicate records are identified based on unique fields such as email address, phone number etc. in each module. Following are the unique fields for ...
How do I import Notes, Tasks, Events or Calls and associate them to other records?
You can import Notes, Tasks, Events, and Calls using the Migrate Data from other CRM feature. While importing, you may have to associate the imported notes, tasks, events or calls with other records in CRM. To do this, you need to have the Related ...
Whom are the imported records assigned to?
The imported records are assigned to users based on the import option that you select. Import my Records – If you import records using this feature, all the records will be assigned to you. Import my Organization's records – If you import records ...
How can I get access to the "Deduplicate" tool?
The Deduplicate feature is available in the Enterprise, Professional Editions and Ultimate Editions and is accessible only to the users with the CEO Role. You need to contact the administrator of your account to access this feature. To deduplicate ...
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.
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, ...
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 ...
How do I avoid creating duplicate records while importing?
While importing records, you can identify the duplicate records based on a unique field for each type of record. These are the fields for each type of record based on which you can check for duplicates: Leads - Email Contacts - Email Accounts - ...
How can I associate contacts with their respective accounts while importing them through a single import file?
While importing the accounts and contacts using a single file, you can associate your contacts with their respective accounts. Your import file may contain both the contact and account details. Follow these steps to do so: Copy the Account ...
How can I delete the records that I imported recently?
The Undo This Import option permanently deletes the data that you import into your CRM account. This option comes in handy when the data is not imported properly. To delete the imported records: Go to Setup > Data Administration > Import > Import ...
How do I import product details from an external source into Zoho CRM?
You can import the product details by following the steps given below: Click the Products tab. In the Products page, click Import Products. In the Import Products page, select Import Products From File or Import Products from other CRMs. Drag and ...
How do I import notes into Zoho CRM?
Notes in Zoho CRM are always associated to other records such as leads, contacts, deals etc. Simply export your existing records to a spreadsheet, add your notes in new columns and import those notes. To import notes Prepare your spreadsheet (either ...
I have deleted all records from a module, yet the auto-number field for a new record I create continues from the previous order rather than #1. How do I correct this?
Assume you have created 10 records in a module. These have been created in an order specified by your Auto-number field settings. You are now deleting all those records because you want to start afresh. When you create a new record, the auto-number ...
How do I import records and assign them to other users in my organization?
You can import records and assign them to other users in your organization through three options: Users: You can select a particular user and assign all the leads to that user. Lead Assignment Rules: You can create rule criteria for assigning the ...
How do I import my leads into the Zoho CRM account?
The Leads that you have in your file can be imported into your CRM account. You can follow these steps to import leads: Go to the Leads Module. Click Import > Import Leads. In the Import Leads page, click Browse and select the import file or drag ...
How do I remove sample data from Zoho CRM?
To remove sample data from your CRM account, do the following: Go to Setup > Data Administration > Remove Sample Data. Click Yes, Proceed. The sample data removal process will be scheduled. You will be notified once the sample data has been ...
Can I migrate data from other CRMs to Zoho CRM?
Yes, you can migrate from other CRMs to Zoho CRM. You can either perform the migration yourself or seek assistance from our team of experts. Please write to us at: migration@zohocrm.com for assistance with migration. Before ...
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.