Wednesday, February 19, 2014

ZOHO 101 - CRM: EASY WAY TO DELETE A DATA IMPORT

ZOHO CRM 101 - ROLLBACK A DATA IMPORT

Sometimes, during our data migration phase in CRM, things may go awry… and I know you know what I'm talking about… ZOHO CRM makes it so easy to back out an erroneous data import so that you can try again with a clean slate.  The only rub is you have to do it within 30 days of the initial import.
To start, Click Set-up in the upper right hand corner of your Zoho CRM window:
Click the  Data Administration icon towards the bottom (you may have to scroll down a bit).  Once in Data Administration,   click Import History along the top nav panel.  
Select the data import you want to delete and click Rollback - and BOOM, its gone, just like that - No hunting around for the data you imported so that you can delete it piece by piece. SO EASY!

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