Imported Data Missing In Zoho CRM

Kerry Mills

Hi Paul, me and my colleague are looking for some advise if possible please! We have a spreadsheet of accounts from a previous database and we are looking to import this into zoho. We have done it using an excel spreadsheet with correctly named columns to match zoho. However not all of the info has been imported over (company names and a telephone number only can be viewed) no contact names or anything??!! If you could give us any pointers we would be really grateful. Many Thanks :slight_smile:

Posted on Youtube.

So did you import to accounts first and then to contacts with the same list. Or the other way around? Or maybe you haven’t added the contacts yet?