Import your data

Two importers bring existing records into the CRM: a CSV import for accounts and contacts, and a direct import from Zoho CRM. Both live under Settings → Import; there is no entry for them in the main sidebar.

This is for CRM records. To build an email audience from a spreadsheet, use the contact list importer instead; see Import a list from a spreadsheet. It creates contacts too, but files them straight into a list.

Before you start: a role with Manage company settings. For Zoho, admin access to the Zoho API console.

CSV import

Settings → Import → CSV Import has two tabs, Import Accounts and Import Contacts. Do accounts first, so contacts can match them by company name.

1. Upload a .csv with a header row. The page lists the columns each entity understands:
   • Accounts: name is required; website, industry, phone, address, size (small, medium, large, enterprise), and status are optional.
   • Contacts: firstName, lastName, and email are required; phone, company, jobTitle, and source are optional.
2. Map CSV Columns to fields. Each field is matched to a column or set to Skip this field. Required fields are starred and must be mapped; the import will not start without them.
3. Check the preview of the first rows, then click Import Accounts or Import Contacts.

The import runs as a background job. Recent Import Jobs shows each one's progress and, when done, how many were imported, skipped, and errored.

Accounts are matched by name and contacts by email, so re-running an import updates rather than duplicates.

Zoho CRM import

Settings → Import → Zoho CRM pulls accounts and contacts from a Zoho workspace. The page walks through the credentials:

1. In the Zoho API Console, create an app or pick an existing one, and copy its Client ID and Client Secret.
2. Generate a Refresh Token with the scope ZohoCRM.modules.ALL.
3. Enter all three, pick your Zoho Region (.com, .eu, .in, .com.au, or .jp), and click Test Connection. A successful test reports how many accounts and contacts it found.
4. Click Import Data. The results card shows imported and skipped counts per entity, and any errors.

When it goes wrong

• "CSV file must have headers and at least one row of data." The first row must be column names.
• "Please map the required fields: …" The listed fields are starred and unmapped.
• Rows were skipped. Usually a blank required field, or a contact email that is not an address. The job's error count and the preview's dashes point at the rows.
• "Please fill in all Zoho CRM credentials." All three fields and the region are needed before testing.
• "Failed to connect to Zoho CRM." The refresh token has the wrong scope, was generated for a different region, or has expired. Generate a fresh one.