Enhance your Zoho CRM experience with Zoho DataPrep
With DataPrep's CRM data solution, you can now clean, prepare, migrate, and warehouse your CRM data, all in one interface. Zoho DataPrep can also be used to replicate, and backup your CRM data. Connecting and cleaning CRM data is only just a click away.
Here are some of the ways in which you can enhance your Zoho CRM data management. Let's get started!
Data Migration
Zoho DataPrep can also be used to migrate your data from other CRM solutions like Salesforce to Zoho CRM.
Other CRM platforms → Zoho DataPrep → Zoho CRM
You can use Zoho DataPrep to migrate data from other CRM systems, prepare it and push to Zoho CRM.
You can export the prepared data as files to your existing Zoho CRM modules, or create a new one and import your data into the respective modules in your Zoho CRM account. You can also switch modules or export your prepared data to another module while importing data into Zoho CRM.
Data backup and Replication
Extract data from Zoho CRM
Data replication and backup allow you to maintain a copy of your CRM data that may be useful for reference and fault tolerance.
Data replication involves storing the same data in multiple locations to improve data availability and accessibility. Having a replica can also make data access faster, especially in organizations with many locations, and balance the network load.
Using DataPrep's Zoho CRM connector, you can backup your Zoho CRM data or perform data replication, as and when needed. For example, you can choose to backup or create a replica of your data by scheduling data import before CRM data import or mass update operations. You can set it up once and need not worry about data losses.
Zoho CRM → Data destinations
Replicating data from a variety of sources at different times may result in some datasets being out of sync with others. This may propagate inconsistent data across datasets. DataPrep helps you ensure that all replicas are updated consistently and maintain data lineage. You can create and set up ruleset templates to auto-clean, prepare, and transform your CRM data before storage.
We invite you to try the all-new Zoho DataPreps' Zoho CRM connector. To learn more about how you can use Zoho DataPrep for your Zoho CRM data read here. For more queries please reach out to us at support@zohodataprep.com.