Data Import

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Data Import

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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. 

 

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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