When syncing large datasets, data integrity is critical. Follow these best practices:
Use Unique Identifiers:
Always sync records using a unique field like Email, Contact ID, or Custom Reference ID.
Enable Field Mapping Carefully:
Ensure that every important field is correctly mapped between apps. Missing mappings can cause incomplete or incorrect syncs.
Avoid Circular Syncing:
Set clear directions—one-way or two-way—so data doesn’t keep overwriting itself from both ends.
Monitor Logs & Set Notifications:
Review sync logs regularly for failures or duplicates. Use alerts to notify admins if sync fails.
Perform Sync in Batches:
For large records, perform batch imports or chunk-based syncing (Zoho Flow and APIs support this).
Example: While syncing 10,000 CRM contacts with Campaigns, a mismatch in email field caused duplicates. Using “email = unique identifier” resolved the issue and ensured consistency.
This ensures clean, trustworthy data across departments and apps.