Data Administration - An Overview

Data Administration - An Overview

The purpose of the Zoho CRM data administration tools are to guide the CRM Administrator in creating, verifying and ensuring data integrity by maintaining relationships and implementing access controls throughout the databases.

Based on the organization's requirement, user(s) with Administrator privilege can set up the CRM data administration. The specific operational procedures within Zoho CRM's data administration are explained below.

Import Data
Import data from other sources into your CRM account and automatically assign it to the respective users. Learn more


Export Data
Export data from your Zoho CRM account to other places. Learn more


Data Migration
Migrate data from other CRMs into your Zoho CRM account. Learn more


Monitor Audit Logs
Monitor every action that that took place in a module or a record. Learn more
    • Related Articles

    • Data Administration

      The purpose of the Zoho Recruit data administration tools is to guide the Recruit Administrator in creating, verifying and ensuring data integrity by maintaining relationships and implementing access controls throughout the databases. Based on the ...
    • Data administration

      Check your storage details, import data from other services, or take backup of your portal data. You can view the audit log of all portal activities. Storage Details Navigate to > Data Administration. Click Storage.  View details of storage space ...
    • Data Administration

      The Data Administration tab in your Admin Console gives you complete control over your team's data. From this tab you can:  Find files in Team Folders Find files in your team members' My Folders Manage deleted files in Team Folders and your team ...
    • Data Security Types - An Overview

      Managing the complexities of security administration is one of the growing concerns in any enterprise, especially those open to e-commerce or with large networks. In such demanding times, the availability of Security Management is considered ...
    • Overview

      As your business grows, you will experience challenges in security and user administration. The more users you have, the more important it is to securely identify them and determine their level of access. The solution for effective security and user ...