![]() You’ll need to import three spreadsheets, the Accounts, Contacts and Deals modules. Organisations with contacts and Sales Opportunities You’ll need to import two spreadsheets, one for each. Import data into two modules, the Accounts (Organisation) and the Contacts. Multiple contacts per organisation or customers You need to import into the Leads module. Non-customers or only one contact per organisation Import parent modules first otherwise, the new records could become orphans. An option is available to match existing records using the IDs, any non-matches and a new record is created. Manually import parent modules first if you’re updating more than one module. Use the migration wizard to import new records into the CRM. Add Parent IDs to Child spreadsheets, use vlookups if required. ![]() Split the data into several spreadsheets, one for each module you want to import into.Import from an improvised spreadsheet database or generic list Use the Zoho migration wizard to add the data to the CRM.Optional – Copy and Paste the data into the Zoho import templates you have created.Optional – Export the tables from Zoho’s destination modules, clear the data to create import templates, leave the column headers.Ensure you add Parent IDs to Child spreadsheets, use vlookups if required.Export the tables from the source CRM into a spreadsheet per module, ensure you have the IDs.Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.Before you can do the import, answering the following questions will help you complete your data import. You can create more data sources and new visualizations, build reports, and more - all without replicating Zoho CRM data. Now you have a direct, cloud-to-cloud connection to live Zoho CRM data from your Looker Studio workbook. Live Access to Zoho CRM Data from Cloud Applications Select Dimensions and Measures to customize your visualization.Select a visualization style and add it to the report.If needed, modify columns, click Create Report, and add the data source to the report. ![]() Accounts) or use a Custom Query and click Connect to continue
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