How to import Zoho CRM data from Sheet

How to import CRM data from sheet to Zoho

  • Prepare Destination sheet to import data to Zoho CRM.

  • Click on Import from Sheet from the side nav.

  • Select the required module(The data from the selected sheet will be imported to Zoho)

  • Select a Spreadsheet where data is stored.

  • Select the corresponding sheet tab with data.

  • Clicking on the refresh icon will refresh the google sheet.

  • Apply Filters if required using the corresponding icon.

  • Click on the Settings icon to start the mapping of the sheet fields with the module fields.

  • Click on New to add a new mapping.

  • Click on Done to finish the mapping.

  • Click on the "Import" button will automatically start importing sheet data into Zoho.

  • After successful import go to CRM specific module(Leads,Contacts,Deals) and see the imported data.(do hard refresh if not imported).

  • You can also see imported data results by clicking import log.