How Can I Upload an Excel File Into Zoho

Do y'all have a list in Excel that y'all would like to import into Zoho CRM? If your ambassador has not restricted your ability to import, the procedure is fairly easy to accomplish, but agreement the options can make everything go smoother. Watch the video showing how you can import data into your ain Zoho CRM database and/or use step-by-stride instructions beneath the video.

First you may demand to gear up the spreadsheet

1. Remove whatsoever extra rows from the summit of the spreadsheet, like titles or blank lines. Row 1 should be the column headers. Row 2 should be where the data starts.
2. Make sure that there is a cavalcade for any required fields and that it is populated. For example, if you are importing into Leads or Contacts, the "Last Proper noun" field is required. Depending on how you fix your Zoho, "Account Name" may as well be a required field. You can tell which fields are required by looking at a tape in Zoho. Fields with blood-red labels are required. Whatever records in your spreadsheet that are missing a required field value will be skipped on import.
3. If there are whatever engagement fields in your spreadsheet, make certain that y'all format all date fields with a 4-digit year (mm/dd/yyyy hh:mm). Dates not formatted in this manner will not exist imported. (Get more tips beneath on how to make clean up your spreadsheets for importing.)

Import your data into Zoho CRM

1. Click the module you lot wish to import into (due east.grand Leads or Contacts or Accounts. You cannot import into Activities, Quotes, Sales Orders, Purchase Orders, or Invoices).
2. Click the Import push button at the pinnacle right of the module List view.
3. Select the first option to Import [module name]
4. Click the From File option (NOT 'From other CRM'due south')
5. Click the Browse button (or use the Drag and drop option) to search for and select the file to import. Click the Open button
6. Click the Next button when the file has been uploaded successfully.
7. If you have created multiple layouts for this module, use the drop-down to Select layout to import to apply for the import
8. This next pick has ii parts. Identify which records to import and identify the field (Skip drop-down) that y'all want Zoho to employ to identify matching records. First select which records:
   • Add as new [module name] – Zoho volition import the list as new records. If a tape already exists in Zoho, it will be skipped.
   • Update existing [module proper name] only – Zoho will import the list and just update existing records based on the 'Skip…' field selection you select. When you select this option, you many demand to interruption upwardly your import into multiple files with 5,000 or less records each.
   • Both – Zoho volition import the entire list. If a duplicate record is found it volition update the current record in Zoho. If the record is not establish, a new record will be added.
9. Then,Discover existing [module name] based on – Select options from the drop-downward.
   • The start option volition always exist the [module name] Id This is the system-generated ID that Zoho has defined for the record. You cannot see the ID in any view. You can only come across this ID when you export the records. Then, if you export the records in some style and so update the field values in the spreadsheet, you can re-import the updated values into Zoho, matching on the module ID field.
   • Any other fields identified as 'unique fields' will be displayed. For case, the Email field might be listed for Leads or Contacts. The Deal Proper name or Product Proper name or Account Proper noun fields will exist unique identifiers offered for record matching in those modules (though you may want to be careful if yous haven't been strict almost unique naming). If you created an Bookkeeping ID for the Account records, you could import revenue values based on that field. Unique fields are defined in Setup by selecting the field and editing the property to "Do not allow duplicate values".
   • If yous select Update or Both, you lot will see the choice for "Don't update empty values for existing records". You will want to leave this one checked. For example, leaving it checked means that if the record has a Mobile Number and the file that you are importing has a Mobile Number column, simply you lot don't accept anything in it for selected records, it won't copy the blank field onto the field that has information. Sometimes you may desire to wipe out former values, only usually you volition want to proceed information technology checked.
10. Click Next.
    • Column labels in the file will display in the left cavalcade. The fields divers for the module volition be displayed in the 2nd column.
    • Start past clicking the Utilise Motorcar Mapping hyperlink at the bottom left of the screen. Zoho will do it'south best to lucifer what it thinks are the correct fields.
    • Review each of the selections in the second column for reasonableness. Apply the drop-down to alter any field links.
    • Click the Unmapped push at the acme of the screen to see any remaining file values that should be mapped. Apply the driblet-down to select the matching field.Map each of the Fields in file to the Fields in Zoho CRM.
    • Any required fields in the database will need to be matched earlier proceeding.
11. Notes:
    • Whichever fields you selected in step 9 higher up, yous will be required to map that field.
    • If there are matching fields in the file, only you don't desire to use them to update whatever records in the CRM, don't map them and those fields volition remain untouched in Zoho.
    • When mapping the Owner field, if you followed the instructions a few pages dorsum for 'Assigning Record ownership' to update that field with the e-mail of the User, then you should select Owner – Email as well for the mapping.
12. Once you take completed all the field mapping, click Next.
13. Click Yes, Proceed to ostend that you know that some fields may be left unmapped.
14. Final Options
    • Assign Lead Source: This is only available in the Leads module. It allows you lot to select an option from the Lead Source picklist. Alternately, you could take created a column in your spreadsheet for Lead Source and filled in the values for all records prior to selecting the file for import.
    • Assign Possessor: Select Users pick to select the desired user from the drop-down list. Select Consignment Rule if you lot have created one. Assignment rules are expert for assigning records based on weather (State or Zip address fields, production involvement fields, etc.). Or select Field Mapping if you created a column in the spreadsheet and assigned ownership with the user'due south email login.
    • Assign Tasks: Y'all can select a Workflow Task to exist launched against each record if you like. Y'all can read more about creating Workflows in the Automation chapter. In the example above, a Task is created for each tape in three days to follow up.
    • Add Tags: Add tag to each of the imported records.
    • Enable Manual Lead Blessing option is but available when importing into the Leads module. If you check this option, an
    • admin will need to manually assign users to each of the imported records.

Tips on Cleaning Upward your Spreadsheets

Want more detailed instructions on how to get your Excel sheet set up for import? I have a detailed, 11-page guide on all of the different ways you can get your data gear up for importing.

Happy importing.

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Source: https://zcrmhelp.com/data-administration/importing-into-zoho-crm/

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