Do I need to create any custom fields in Zoho CRM before importing data?
If you have been using a CRM or other system to store customer information and and have created custom fields, that are beyond the standard fields in Zoho CRM,...
If you have been using a CRM or other system to store customer information and and have created custom fields, that are beyond the standard fields in Zoho CRM, then yes. Before importing the data in Zoho CRM, you would have to create the custom fields in Zoho CRM and then do the migration, matching the csv columns to the fields. Z Partner can assist in data migration.
Chcesz zrobić kolejny krok w rozwoju swojej firmy?
Każda firma jest inna - wiemy o tym. Ale każda potrzebuje rozwoju - a my potrafimy w tym pomóc. Przekonaj się, co możemy dla Ciebie zrobić.
