The import wizard guides you through: uploading the file (CSV or XLS/XLSX), mapping file columns to CRM fields, configuring duplicate handling (skip, overwrite, or merge duplicates), and confirming the import. For large files, Zoho CRM processes the import in the background and sends an email notification when complete with a success/failure summary.
The CRM Import tool is accessible through the UI and is suitable for manual, one-off uploads of up to a few thousand records. For programmatic, high-volume, or scheduled imports, the Bulk API is more appropriate. The Bulk API supports hundreds of thousands of records per job and can be automated.
Import in Zoho CRM is the process of uploading records from a CSV or Excel file into a module. The import wizard handles field mapping, duplicate detection, and background processing. It is used for data migration, bulk lead uploads, and periodic data refreshes.
Zoho CRM supports CSV (comma-separated values) and Excel files (XLS and XLSX) for record imports. The file must have a header row with column names that are mapped to CRM field names during the import wizard.
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