Thread: Computers Microsoft Excel - How often do you use it?
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Old 06-13-2019, 02:46 PM   #87
scho63 scho63 is online now
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Quote:
Originally Posted by kccrow View Post
Sorry, I have been less than responsive and hardly check in lately... I've been a single dad since January, am starting a new job, and do part-time work on the side for another company. My slate is full.

So, with that said... I'm not sure if you've solved your issue or not. If so, great and don't bother reading on...

First glance tells me you should export the data to CSV as I had mentioned, add the Unique ID column you need and create the Unique IDs. I'm not sure if the 3 separate data sets contain some connecting identifier, but I'd assume they do. It's been a while since I played with Agile but I'm almost certain of it. Best case there is merge the 3 sets of data as sheets in the same workbook, use VLOOKUPs to reference your newly created Unique ID in the one data set by whatever the connecting identifier is to cross over the Unique ID to all data sets.

If you need some help, PM me and I can get you an Email to send something to and we can figure it out.
Thanks for the advice-not always easy to check.

I had 4 separate sheets in 1 workbook already in cvs format.

I just got off the phone with a dedicated migration member from Zoho who is going to link all this shit together.

Four issues:

1. Company wasn't using Best Practices and used NOTES in AGILE CRM instead of completed tasks. No dates of completion or created date showed up upon export so ALL activities have to be tied together with both the USER and LEAD with UNIQUE IDS

2. Agile CRM sucks cock and doesn't provide relational database info so the three starting worksheets have no info to tie them together, a real cluster****.

3. Agile combines LEADS and CONTACTS all together as CONTACTS, making a ****ing mess of trying to market and work leads versus Accounts and Contacts in all other CRMS.

4. We are moving away from TAGS as everyone just made all kinds of TAGS, 295 worth and they are all mixed fields that have no ability to report on nor track. All the info like LEAD SOURCE, WHERE OBTAINED, TRADE SHOW, DEMO FORM and mixed info have been created in multiple correct fields for the right categories.

All in all a real ****ing mess with 35000 records for contacts and another 30000 for accounts and only a 1,000 deals.

Not much fun but I'm having ZOHO migration do it all as part of the onboarding process!!!
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