Quote:
Originally Posted by kccrow
Not sure what you're looking for. Seems mostly like an export CSV from Agile, manipulate to meet Zoho standard, then import CSV to Zoho type of deal but let me know precisely what you're looking for and I may be able to offer a suggestion.
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When CRM data is exported from Salesforce or Zoho or Oracle on Demand or Netsuite, there are multiple tables that the info resides in, each one doing it a little different.
As an example, the "ACCOUNTS" table would come out with all the fields and in one of the columns would be the UNIQUE ID that would be titled "CONTACT ID" that would then be related to that CONTACT record in the "CONTACTS" table. You also might have a column in the "ACCOUNTS" table that would be a column called "OPPORTUNITY ID" that would link to any opportunities (deals) in the "OPPORTUNITY" table. Same goes for the very large "ACTIVITIES" table which has a column called "RELATED TO" and in that column are the UNIQUE IDs that could be related to a CONTACT, LEAD, ACCOUNT OR OPPORTUNITY.
Agile had NO LINKED UNIQUE ID'S between the tables so I need to find a way to link the COMPANIES to the DEALS to the CONTACTS in the three separate tables.
We have spent 2 weeks cleaning the data the best we can.
I'm down to finding a way to link them and what I may do is upload on of the tables into Zoho, immediately export all the data and use Zoho's UNIQUE ID to begin the connection. I then need a function or formula to connect EXACT companies names to the other tables names and that should work.
I also need to find a way to merge dupes without deleting the correct information when two records, such as an email address has two records and not sure which one to select.
Hope that makes sense...........
