Data Import Requirement

Pre-request from client:-

1.       Modules to be imported

2.       Record Owner (Record Assigned To)

3.       Fields(Mandatory Fields)

4.       If activities data then we need to relate to record also

 

Developer Need to do:-

1.       Validate data which we received from the client.

2.       If data is accepted from our side for import we need to arrange data in Zoho format.

3.       We need to find out the count of records and share with the client for confirmation.

4.       We need to map and import data.

5.       Cross verify data with the original file and also cross verify count(If you find out any skipped record then we need to check in error log). If there is any duplicate then we need to inform the client.

6.       If all data imported correctly then we need to share count to the client.

 

Data Import Steps:-

Please use this link for data import:-

                https://youtu.be/GYDFDaYC8zI

                https://www.zoho.com/crm/help/data-administration/import-data.html.

Data Migration Steps:-

Please use this following link:-

            https://www.zoho.com/crm/help/migrate-data.html

            https://youtu.be/YAe1sFlAL8g

 

 

 

 

Sample: Count Format to share with Client when we receive the data

 

Module	Related Module	Count
Account A		XX
	Contact	XX
	Activities	XX
	Potentials
Lead		XX

 

 

Sample: Count Format to share with Client when we receive the data

Module	Related Module	Count	Duplicate Count	Actual Data Import Count
Account A		XX
	Contact	XX
	Activities	XX
	Potentials
Lead		XX