What are the rules for imprting data in Zoho CRM?

What are the rules for imprting data in Zoho CRM?

23-08-2014 02:37:30 Wg Miron Matecki

First row of the given file will be treated as field names.

Please ensure your file size does not exceed 5 MB.

Before importing the data all duplicate records will be ignored from the XLS/CSV/VCF file.

Duplicate check will be performed based on the Email field of Leads and Contacts modules, (and Name/Subject of other modules).

While checking for duplicate records, you can overwrite, clone, or skip the duplicates. For more information refer to Online Help.

In cases of XLS files, only MS Excel 97 - 2002 formats are suppported.

Unexpected errors may occur if the XLS file contains any special controls like combo filters or images embedded within it.

Check box value should be TRUE or FALSE

Date values must be in MM/dd/yyyy format. Dates in any other format will be ignored

Miron Matecki

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