Bulk Import for Zoho CRM
This extension helps import data into quotes, invoices, sales orders, and purchase orders in Zoho CRM in bulk.
Introducing the Bulk Import Extension for Zoho CRM. Effortlessly import CSV data into modules like Quotes, Sales Orders, and Invoices. Map fields easily, save time with bulk import, and trigger automated workflows. Streamline your CRM data management today.
Key Features:
- Bulk Import for Zoho CRM enables users to seamlessly migrate large volumes of data from external sources into their Zoho CRM account.This includes quotes, invoices, purchase orders, and sales orders.
- Users can map fields from their import file to corresponding fields within Zoho CRM. This ensures that data is accurately transferred and mapped to the appropriate fields within the CRM system, maintaining data integrity and consistency.
- Bulk Import for Zoho CRM often includes validation checks to ensure data accuracy during the import process. It can detect errors such as duplicate entries, missing required fields, or formatting issues and provides error logs.
- This feature will allow users to download added records, updated records, and skipped records after a successful import. Upon clicking Added, Updated, or Skipped, users can download records into .csv files exclusively.
