11/28/2023 0 Comments Zoho creator schedule data migration![]() ![]() If the checkbox is not selected then it is False or 0. It could be converted in Zoho as below:If the checkbox is selected, then it is True or 1. Checkbox type fields: The checkbox type field has two values: enable or disable.Multi-select fields in picklists: The values of the import files should be separated by the semi-colons.You will have the option to fill in the missing mandatory values during the migration process. If there are any records that lack values for the mandatory fields, they will be ignored when imported. For example, the “Last Name” field is mandatory, so you must make sure the “Last Name” column in the import file has values, even if the data is “not provided” or “none”. Update Mandatory fields: You must ensure that your lead import file includes data for all the mandatory fields in Zoho CRM. ![]() For instance, when migrating leads, the Lead Owner ID should be mapped to the related field in Zoho CRM. User’s Data: When transferring user information to Zoho CRM, you need to ensure the Owner ID field from the file is matched with the corresponding field in the CRM.The column names and the field names should be the same. This will help to identify the data when mapping it to the existing fields in Zoho CRM. Field Names: Ensure that the first row of data in the source file contains the column headings, also known as field names, instead of the actual data values.Restricted characters for import: The exported files with the following characters are not allowed for importing records in Zoho CRM.Vertical bar (|)Angle brackets ()Double quotation marks (“).If any folders exist it will show an error while inserting the file. ![]()
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