To ensure smooth business operation, importing and exporting data is a crucial thing. Today, we're going to talk about data in Zoho CRM, as a lot of businesses use it. What is important is correct import/export and managing your customer information. However, it’s not uncommon to experience errors during these processes, from duplicate entries to incorrectly assigned leads or formatting problems. Such issues may be confusing, but the task is to find the correct solutions and take the right troubleshooting steps. In this article, we're going to discuss how you can quickly resolve these issues and maintain the integrity of your data. Also, you'll have a chance to go through some of the most common data import and export errors in Zoho CRM and how to fix them efficiently.
1. Duplicate and Skipped Records
In case of a 'duplicate record' error, you need to verify in the Approve Leads section. For records created through Web Forms, API, or Imports, these might not appear in a Global Search. As for skipped records, the download option will not be available if the error counts exceed 10,000.
2. Lead Assignment Issues
Leads may not be assigned correctly if you use names instead of email addresses or Lead Owner IDs. Additionally, leads assigned to inactive users will default to the importer. Ensure that users are active and using appropriate identifiers for correct lead assignment.
3. Automation and Assignment Rules
Automation is available only for files with fewer than 10,000 rows. If this option is missing, split your import file into smaller batches. Similarly, assignment rules won’t trigger if the Update existing Leads only option is chosen.
4. Character Encoding Issues
The special characters may not appear unless the file is saved in UTF-8 encoding. While exporting the data, import that file with the UTF-8 setting in Excel to avoid garbled text.
5. Undo Import Option
The Undo Import feature is available for new lead additions but not for updated records. This option is accessible for up to 30 days.
With proper imports and exports of data in Zoho CRM, you can keep your customer information updated and accurate. Learn how common errors occur, how to resolve those errors, and minimize disruptions for smooth integrations of data. Read more on troubleshooting in Zoho CRM here.
1. Duplicate and Skipped Records
In case of a 'duplicate record' error, you need to verify in the Approve Leads section. For records created through Web Forms, API, or Imports, these might not appear in a Global Search. As for skipped records, the download option will not be available if the error counts exceed 10,000.
2. Lead Assignment Issues
Leads may not be assigned correctly if you use names instead of email addresses or Lead Owner IDs. Additionally, leads assigned to inactive users will default to the importer. Ensure that users are active and using appropriate identifiers for correct lead assignment.
3. Automation and Assignment Rules
Automation is available only for files with fewer than 10,000 rows. If this option is missing, split your import file into smaller batches. Similarly, assignment rules won’t trigger if the Update existing Leads only option is chosen.
4. Character Encoding Issues
The special characters may not appear unless the file is saved in UTF-8 encoding. While exporting the data, import that file with the UTF-8 setting in Excel to avoid garbled text.
5. Undo Import Option
The Undo Import feature is available for new lead additions but not for updated records. This option is accessible for up to 30 days.
With proper imports and exports of data in Zoho CRM, you can keep your customer information updated and accurate. Learn how common errors occur, how to resolve those errors, and minimize disruptions for smooth integrations of data. Read more on troubleshooting in Zoho CRM here.