![]() ![]() If you are importing into Leads and a lead has the same email as one of your contacts, the lead will be imported. Also, duplicate checking does not work across different modules. If your incoming data does not have many email addresses, then duplicate checking isn’t going to catch much. For example, Contacts are only checked by emai. Zoho can do some simple duplicate checking when importing data but only within the same module.We only do it with our custom software tools. Importing attachments is nearly impossible.That is why Zoho recommends you import (or create) Users first. You can’t set the owner of an Account if the Owner does not already exist as a Zoho User. Follow Zoho’s suggested sequence if you are migrating. ![]() Make sure your incoming date are uniform and in one of the supported format. Zoho used to require the yyyy-MM-dd format but you can now select from a few date formats. Pay attention to date fields if you are importing them. ![]() If you choose “Import my contacts”, then you will own all of the incoming records. You will also need to specify the “Import my organization…” option. For example, if the existing data owner is “Joe Smith” and Joe logs into Zoho as then change your data to file to reflect the Zoho log in.
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