ZohoCRM: Import Attachments
- Joel Lipman
- Zoho
- Hits: 3084
An article for myself really as I couldn't find much online to address the errors I encountered below but also to document the import process of a bunch of files into a ZohoCRM system.
Why?
Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective records in CRM. This took me a while as our own documentation is scatty and the online forums weren't too helpful either.
How?
In the example below, we are going to document how to import files associated to CRM Contact records. There's first the preparation of an "Attachments.csv" file that needs the correct values in each column and the "Attachments.zip" containing the files to attach that needs some formatting as well: