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How to import CRM data from sheet to Zoho
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.
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