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We are thrilled to announce the ×îв©²ÊÍøÕ¾ CRM Business app connector for ×îв©²ÊÍøÕ¾ DataPrep. With DataPrep's CRM data solution, you can now clean, prepare, migrate, and warehouse your CRM data, all in one interface. ×îв©²ÊÍøÕ¾ 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 ×îв©²ÊÍøÕ¾ CRM data management. Let's get started!

Data migration

×îв©²ÊÍøÕ¾ DataPrep can also be used to migrate your data from other CRM solutions to ×îв©²ÊÍøÕ¾ CRM.

Other CRM platforms → ×îв©²ÊÍøÕ¾ DataPrep → ×îв©²ÊÍøÕ¾ CRM

You can use ×îв©²ÊÍøÕ¾ DataPrep to migrate data from other CRM systems, prepare it and push to ×îв©²ÊÍøÕ¾ and CRM.Ìý

1. Connect to your sales data with ×îв©²ÊÍøÕ¾ DataPrep. Import data as files from other CRM solutions into DataPrep.

2. Clean, prepare, model, transform, and enrich your CRM data.

3. Export prepared data as files and push them back to your existing ×îв©²ÊÍøÕ¾ CRM modules or create a new one.

You can export the prepared data as files to your existing ×îв©²ÊÍøÕ¾ CRM modules, or create a new one and import your data into the respective modules in your ×îв©²ÊÍøÕ¾ CRM account. You can also switch modules or export your prepared data to another module while importing data into ×îв©²ÊÍøÕ¾ CRM.

Data backup and replication

Extract data from ×îв©²ÊÍøÕ¾ CRM
ÌýÌýData 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 , you can backup your ×îв©²ÊÍøÕ¾ 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.

×îв©²ÊÍøÕ¾ CRM → Data destinations

1. Connect to your sales data with ×îв©²ÊÍøÕ¾ DataPrep at module level using .

2. Configure import to backup data from a specific date. You can import your CRM data starting from last month or from the beginning. You can also choose to import data within a date range using the custom option.

3. Export prepared data to from ×îв©²ÊÍøÕ¾ DataPrep including platforms.

4. Set and forget: Set up schedules using the connectors to auto-sync your CRM data to your data warehouses.

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 upÌý to auto-clean, prepare, and transform your CRM data before storage.

We invite you to try the all-new ×îв©²ÊÍøÕ¾ DataPreps' ×îв©²ÊÍøÕ¾ CRM connector. To learn more about how you can use ×îв©²ÊÍøÕ¾ DataPrep for your ×îв©²ÊÍøÕ¾ CRM data . For more queries please reach out to us at support@zohodataprep.com.