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Data Migration

Whether you are starting to use Zoho CRM for the first time or planning to migrate from another CRM, you will have to transfer the current data from Excel sheets, other applications, or a CRM database to Zoho CRM's database. Doing this manually will be time-consuming and prone to inadvertent errors. It may also result in data loss.

 

Data Migration offers easier ways to migrate from other applications and CRM services like Salesforce, Pipedrive, Insightly, Zoho Contact Manager, Highrise, and others.

 

Watch this video, to understand how data migration works and learn to map your data with the right CRM module. 

 

While importing, what happens to records that do not have values in the mandatory fields?

The records will not be imported

Correct

Well done! You cannot proceed to the next step without mapping the mandatory fields.

The record will be imported but the fields will be skipped

Incorrect

Sorry! You cannot proceed to the next step without mapping the mandatory fields.

Empty values does not affect migration.

Incorrect

Sorry! You cannot proceed to the next step without mapping the mandatory fields.

Subforms from any module can be migrated.

True

Correct

Well done! Subforms from any module can be migrated.

False

Incorrect

Sorry! Subforms from any module can be migrated.

What happens when you unzip files?

You cannot unzip files.

Incorrect

Sorry! Extra folders will be created.

Extra folders will be created

Correct

Well done! Extra folders will be created.

The values or options present in a drop-down list of the source file must be present in the corresponding fields of a module.

True

Correct

Well done! They must be present in the corresponding fields of a module.

False

Incorrect

Sorry! They must be present in the corresponding fields of a module.

Tabs or modules cannot be migrated into Zoho CRM, neither can you migrate the data from those modules.

True

Incorrect

Sorry! While tabs or modules cannot be migrated into Zoho CRM, you can migrate data from those modules.

False

Correct

Well done! While tabs or modules cannot be migrated into Zoho CRM, you can migrate data from those modules.

What happens if you have unmapped fields?

You can create it as a linking module

Incorrect

Sorry! You can create a module and add the appropriate files to that module.

You can create a module and add the appropriate files to that module

Correct

Well done! You can create a module and add the appropriate files to that module.

None of the above

Incorrect

Sorry! You can create a module and add the appropriate files to that module.

During data migration, it is not possible to check for duplicates, skip, or overwrite records in CRM.

True

Correct

Well done! It is not possible to check for duplicates, skip, or overwrite records in CRM during data migration.

False

Incorrect

Sorry! It is not possible to check for duplicates, skip, or overwrite records in CRM during data migration.

Users can only be imported to your company's CRM account only after they close their separate Zoho CRM account.

True

Correct

Well done! You will not be able to migrate users who already have a separate Zoho CRM account.

False

Incorrect

Sorry! You will not be able to migrate users who already have a separate Zoho CRM account.

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