How To Import In Zoho CRM

Collen Ramoipone
|
13 steps
|
6 minutes

Zoho

Click here.

Click "Import Leads"

Click this file field.

Click this button field.

Select the Layout into which you want to import the records.

Select one of the following options. - **Add as new \[Records\]** : Choose this option to import all the records in the import file to Zoho CRM. Select **Record ID** or **Email** / **Record Name** from the drop-down list. In order to avoid data duplication, you have this additional option to skip records from the file that match existing records in Zoho CRM. These can be filtered based on record ID, name or email address, as per the module.\ \ **Update existing \[Records\] only** : Choose this option to make changes only to the existing records. Select **Record ID** or **Email** / **Record Name** from the drop-down list to find existing records that match those in the import file. This option helps you filter existing records that need to be updated. Additionally, you can choose to skip updating empty values in the records. For example: Say your CRM record has a value, Hospitality, for the field Industry and the import file does not have any value for the same field. When you import the data from the file and choose *Skip updating empty values,* then the empty value will not be overwritten and the Industry field value will be left unchanged. This will avoid the chance of any data loss.\ \ **Both** : Choose this option to add new records as well as update the changes in the existing records. Select **Record ID** or **Email** / **Record Name** from the drop-down list to find existing records that match those in the import file. You have this option to filter existing records that needs to be updated. You can also choose to skip updating empty values from your import file to the records in Zoho CRM.

[[Map fields from the import file to those in Zoho CRM.]]

- Click **Mapped** and **Unmapped** to view the columns that are mapped and not mapped respectively with the fields in Zoho CRM. - Click the **Reset Field Mapping** link to start mapping from scratch. Any mapping you have done so far will be removed and you can start over. - Click the **Apply Auto Mapping** link to let CRM map the import columns with matching fields. The system will identify columns that match the CRM fields and map them automatically. - [[Hover over the field and enter the field values in the ]]**Replace Empty Values** [[text box.]]\ [[Sometimes the field in an import file doesn't have a value, in case that field is marked mandatory in CRM, the record will not be imported because of absence of value. To avoid such situations, you can mention an alternate value that will replace the empty field. ]]\ [[For example, you have mapped the ]]**[[Last Name]]**[[ field from the file with the Last Name field in the ]]**[[Leads]]**[[ module, which is mandatory. So without the field value, the record will be skipped during the import process. To avoid that, you can specify the value that should replace the empty ]]**[[Last Name]]**[[ field. ]]

Click "Assign Default Value"\ \ [[Click the]] **Assign Default Values**[[ tab and select the ]]**CRM Fields** [[with the appropriate ]]**Default field values**[[. Once the values are specified, all the records will have the field value that you have specified by default.]]\ [[For example, you are importing a set of records to the ]]**[[Leads]]**[[ module where you want to define the appropriate ]]**[[Lead Owner]]** [[and ]]**[[Tag]]**[[ the records that are imported. From the]] *[[Assign Default Values]]*[[ tab you can select the ]]**[[Lead Owner]]**[[ and ]]**[[Tag Name]]**[[ field from CRM and choose the appropriate field values. This value will be added to all the records by default. ]]

Type "tag"

Click "Loading"

Click this button field.

Click **Finish** . The import action will be initiated.