Zoho CRM
What are the things I need to check before I import data?
Before you import your data, it is best to test your import with a sample file. Please go through this checklist to make sure you've imported your data properly.
Why am I unable to import more than 1500 records?
If you're importing files in the XLS, XLSX or VCF formats, you can import upto 5000 records per batch. You may not be able to import more than 1500 records if: The import file is not in the CSV format - If you want to import more than 5000 records, ...
How can I export data from Zoho CRM?
You can export data individually from the modules and also from reports. While exporting a report, you can get a maximum of 20,000 records in bulk. Note: Let's say a user has 100,000 records. Each page displays 2000 records. When he exports data, he ...
What are the mandatory fields while importing data?
While importing data, all the mandatory fields in CRM (for the record type) need to be mentioned in the import file. For example, if Lead Name and Company Details are mandatory to add a lead in CRM, you need to have these details mentioned in the ...
How do I avoid creating duplicate records while importing?
While importing records, you can identify the duplicate records based on a unique field for each type of record. These are the fields for each type of record based on which you can check for duplicates: Leads - Email Contacts - Email Accounts - ...
How can I associate contacts with their respective accounts while importing them through a single import file?
While importing the accounts and contacts using a single file, you can associate your contacts with their respective accounts. Your import file may contain both the contact and account details. Follow these steps to do so: Copy the Account ...
How can I delete the records that I imported recently?
The Undo This Import option permanently deletes the data that you import into your CRM account. This option comes in handy when the data is not imported properly. To delete the imported records: Go to Setup > Data Administration > Import > Import ...
How do I import product details from an external source into Zoho CRM?
You can import the product details by following the steps given below: Click the Products tab. In the Products page, click Import Products. In the Import Products page, select Import Products From File or Import Products from other CRMs. Drag and ...
How do I import notes into Zoho CRM?
Notes in Zoho CRM are always associated to other records such as leads, contacts, deals etc. Simply export your existing records to a spreadsheet, add your notes in new columns and import those notes. To import notes Prepare your spreadsheet (either ...
I have deleted all records from a module, yet the auto-number field for a new record I create continues from the previous order rather than #1. How do I correct this?
Assume you have created 10 records in a module. These have been created in an order specified by your Auto-number field settings. You are now deleting all those records because you want to start afresh. When you create a new record, the auto-number ...
Can I pull information from a sheet and upload it to the corresponding fields for customers?
Yes, you can do this by importing the data from your Excel sheet. Learn more about import here.
How do I import records and assign them to other users in my organization?
You can import records and assign them to other users in your organization through three options: Users: You can select a particular user and assign all the leads to that user. Lead Assignment Rules: You can create rule criteria for assigning the ...
How can I export notes?
The Export Notes feature allows you to export the notes from Zoho CRM in CSV format. You can export a maximum of 3000 notes at a time. To export notes Go to Setup > Data Administration > Export. In the Export Data page, select Notes from the ...
How do I import my leads into the Zoho CRM account?
The Leads that you have in your file can be imported into your CRM account. You can follow these steps to import leads: Go to the Leads Module. Click Import > Import Leads. In the Import Leads page, click Browse and select the import file or drag ...
How do I remove sample data from Zoho CRM?
To remove sample data from your CRM account, do the following: Go to Setup > Data Administration > Remove Sample Data. Click Yes, Proceed. The sample data removal process will be scheduled. You will be notified once the sample data has been ...
Can I change the format of the Case Number?
No, you cannot change the format of the Case Number which appears by default. However, you can hide the Case Number field (Auto Number field type) and create a custom field as per your requirements. To hide fields Log in to Zoho CRM with ...
In my web-to-case form, the entries are not getting associated to the relevant contacts. What should I do?
To ensure that your entries are associated to the right contacts, add the Reported By Field to your web-to-case form.
What are the various sources of cases?
The various sources of cases are the different means through which a customer contacts a company. Cases are generally generated through telephone calls, website portal visits and e-mails. In general, case trouble tickets are used to capture customer ...
Why are cases submitted through websites not captured in the Cases module?
Sometimes, cases submitted through websites may not be not captured in the Cases module if: HTTP is being used in your web form HTML codes. This needs to be changed to HTTPS in the Form Action. There are changes in the web form script. You are using ...
Is it possible to send replies to customer queries from the Cases module?
No, you cannot send replies to customer queries from the Cases module by default. However, you can create a custom email field for the Cases module and create a custom button to trigger the email. Here's how you can create a Custom button in the ...
Is my data safe in Zoho CRM?
Yes, your data is extremely safe with us. We take different steps to ensure the safety of your data. These include Physical security practices (24x7x365 security, video monitoring, biometric access, bullet-resistant walls, etc.), Network security ...
How can I cancel my Zoho CRM account permanently?
You can close your Zoho CRM account permanently by logging in to https://accounts.zoho.com, clicking Preferences and selecting the Close Account option at the bottom. Important Note: On closing your account, you will not be able to access any of the ...
When I upgrade from the Free Edition, what happens to my existing customization?
When you upgrade from the Free Edition, your existing customization remains intact. You need not customize from scratch.
What does "100,000 records" mean in the Features & Availability chart?
The entry "100,000 records" in the Features & Availability chart means that you will get to add a total of 100,000 records across all modules in Zoho CRM. In Zoho CRM, every row or entry you make is called a record. For example, you add a lead ...
How to update my Credit Card information?
As part of your Zoho CRM service subscription, periodically you can update your credit card information. Note that your credit card details are not stored anywhere in our applications. The details you provide are secured and authenticated by ...
Can I make payments using my Amex card?
Yes. You can make payments using your Amex card. While entering the credit card details, you can select the Amex card option from the drop-down list. Related Link How to update my Credit Card information?
How to subscribe for additional CRM users?
To purchase user licenses, login to Zoho CRM, click on the Upgrade Link on the top, choose your plan, number of users & add-on licenses and proceed to check out.
How to subscribe for Outlook Plug-in license?
Step 1: Subscribe for the additional Outlook Plug-in user licenses (USD3 per user per month) from Subscription > Upgrade > Manage your plan. Step 2: Activate Outlook Plugin for users from Setup > Subscription Manager > Activate Users.
Does Zoho CRM charge me for the inactive users?
You will be charged for the total number of user licenses that you buy, irrespective of whether the user is active or inactive.
What types of payment do you accept?
We accept payment via Visa, MasterCard, American Express and PayPal (you must have an account with PayPal). We also accept payment by wire transfer for yearly subscriptions. For more details, please contact sales@zohocorp.com.
How do I subscribe for additional file storage?
Zoho CRM offers file storage as given in this link. For additional file storage, follow these steps: Click Subscription > Manage your plan. In the Manage Subscription page, under Add Subscriptions, choose the Extra Storage Space from the drop-down ...
How do I change my payment method from annual to monthly?
Please contact payments@zohocorp.com.
Can I export contacts from Zoho CRM to Google Apps?
No, you cannot export contacts from Zoho CRM to Google Apps. You can only import the Google Contacts into Zoho CRM.
How many records can be selected at a time?
The number of records that can be selected depends on the user's Zoho CRM edition. The following table provides the number of records that can be selected at a time. Enterprise Professional Free 100 100 50
My CRM records are not being updated with the Survey responses. Why?
Zoho CRM integration with Zoho Survey enables automatic update of CRM records with Survey responses. In order for this automatic update to work seamlessly, you must have mapped CRM records with the respective Survey questions before sending out a ...
My Visits tab appears to have no data. Why?
It could be one of the following reasons. You may not have the permission to Create Visits. In this case request your administrator to enable this permission for your Profile. In Zoho SalesIQ, go to Settings > Integration. Under the CRM Configuration ...
I am not able to view the Visits tab. Why?
If your administrator has restricted Tab Visibility for the Visits tab for your profile, you will not be able to view it. In order to resolve this, request your administrator to enable this permission for your profile.
Is the Zoho SalesIQ integration applicable for all editions of Zoho CRM?
Yes.It is applicable for all editions of Zoho CRM including Free and Trial editions.
I am not able to Enable the Zoho SalesIQ integration with Zoho CRM. Why?
Following are some reasons why you may not be able to Enable Zoho SalesIQ integration with Zoho CRM. There is already a module called “Visits” in your CRM account. It could be a custom module that has been created or a module that has been renamed. ...
What happens if an agent misses an incoming chat?
If an agent misses an incoming chat, a task is created for the missed chat by default and is automatically assigned to the record owner.
Next page