Records can be matched from your source to your Zoho CRM workspace by using Zoho CRM's System-defined
Duplicate Check Fields or an External ID you set for a module in your workspace settings.
To know more about each modules's Sytem-defined Duplicate Check Fields, refer to the Sytem-defined Duplicate Check Fields
section in the Upsert Records API. Additionally, to learn
about creating an External_ID, refer to the overview here.
You can sync columns from your source to Zoho CRM's modules. In order the sync successfully, ensure the module's mandatory field
is/are included in the sync and the source data representing the module fields are of the correct data type.
To know more about each module's mandatory_fields, refer to the System-defined mandatory fields for
each module section here. Additionally,
to know more about module field types, refer to the Sample Attributes section here.