Data Import
Data Import
Data Administration
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- Overview
- Quiz
Data Import
From purchasing leads or transferring potential prospects from other business units, importing records between applications is an effective way to reduce the manual transfer of data.
Data Import is a quick, error-free, and easy method to transfer data from external sources into CRM. Explore more about this feature in our video.
Useful link: Data Import
An important step in data importing is:
To make sure all the fields are filled
Incorrect
Sorry! It is important that you map the fields.
To Map the fields
Correct
Well done! It is important that you map the fields.
None of the above
Incorrect
Sorry! It is important that you map the fields.
You cannot change the mapping for a field after import
True
Correct
Well done! You cannot change the mapping for a field after import.
False
Incorrect
Sorry! You cannot change the mapping for a field after import.
How does one import data into Zoho CRM?
By copying data from external sources
Incorrect
Sorry! You can import data into Zoho CRM by importing data to individual modules.
By importing data to individual modules
Correct
Well done! You can import data into Zoho CRM by importing data to individual modules.
No specific permissions are required to import data in to CRM.
True
Incorrect
Sorry! You need specific permissions to import data in to CRM.
False
Correct
Well done! You need specific permissions to import data in to CRM.
While importing, what happens to records that do not have values in the mandatory fields?
The records will not be imported
Correct
Well done! The records will not be imported.
The record will be imported but the fields will be skipped.
Incorrect
Sorry! The records will not be imported.
Empty values does not affect migration.
Incorrect
Sorry! The records will not be imported.
What will happen if the XLS/XLSX files contain any special controls such as combo filters or have images embedded?
Unexpected errors may occur
Correct
Well done! Unexpected errors may occur if XLS/XLSX files contain any special controls.
It will not affect the process of import
Incorrect
Sorry! Unexpected errors may occur if XLS/XLSX files contain any special controls.
You cannot undo an import.
True
Incorrect
Sorry! You can undo an import.
False
Correct
Well done! You can undo an import.
You are allowed to import reports.
True
Incorrect
Sorry! You cannot import reports.
False
Correct
Well done! You cannot import reports.
Why should you select [Module ID] while importing?
To ensure mapping is done correctly while re-importing the records that are exported from Zoho CRM.
Correct
Well done! It is selected to ensure mapping is done correctly while re-importing the records that are exported from Zoho CRM.
To ensure mapping is done correctly while importing records
Incorrect
Sorry! It is selected to ensure mapping is done correctly while re-importing the records that are exported from Zoho CRM.
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