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Automatic Creations of Account Records While Importing Contacts to Zoho CRM



User Name: crmfan
Name: Henry M
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13+ year experience as • Software Consultant • Software Architect • Responsible for Requirements Analysis, user cases, System and Detail level designing, work distribution, code reviews, building r... [More]
Viewed Times: 1286
Add Date: 04/03/2012
This article discuss the contact data import/rollback cases where the account records are created automatically while importing contacts data to Zoho CRM
When we import contact data to zoho contact, if a contact record is with non-empty "account name" and the account is not in zoho account table, zoho will automatically create a new account for the contact record. When you want to rollback the whole contact import transaction in import history, the contact records get rollback. But, the corresponding account records in zoho will not be rollback and you might need to remove them manually 1. The reason of " the contact records get rollback. But, the corresponding account records in zoho will not be rollback " is: Zoho CRM is trying avoid removing the Accounts which were already there before you import Contacts. If we import contacts with empty "account name", no account will be created, zoho crm allows us to import contacts without Account Name (or Company Name) related to those contacts.

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