{"id":4082,"date":"2026-05-29T19:53:25","date_gmt":"2026-05-29T19:53:25","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4082"},"modified":"2026-05-29T19:53:25","modified_gmt":"2026-05-29T19:53:25","slug":"import-crm","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/import-crm\/","title":{"rendered":"Import (CRM)"},"content":{"rendered":"<style>\n.gt-body { font-family:'Poppins',sans-serif; color:#111; line-height:1.75; }\n.gt-def { border-left:4px solid #E8650A; padding:16px 20px; background:#fff8f4; border-radius:0 8px 8px 0; margin:0 0 32px; font-size:1.05rem; }\n.gt-section { margin:0 0 36px; }\n.gt-section h2 { font-family:'Fraunces',serif; color:#0A1628; font-size:1.5rem; margin:0 0 12px; }\n.gt-section p { margin:0 0 12px; }\n.gt-example-box { background:#f0f4ff; border-radius:10px; padding:20px 24px; margin:0 0 32px; }\n.gt-example-box strong { color:#2563EB; }\n.gt-related-pills { display:flex; flex-wrap:wrap; gap:10px; margin:0 0 32px; }\n.gt-related-pill { background:#f7f4ef; border:1px solid #ddd8cf; border-radius:20px; padding:6px 16px; font-size:0.875rem; color:#0A1628; text-decoration:none; transition:all .2s; }\n.gt-related-pill:hover { background:#0A1628; color:#fff; border-color:#0A1628; }\n.gt-faq-item { border:1px solid #ddd8cf; border-radius:10px; padding:16px 20px; margin:0 0 12px; }\n.gt-faq-item h3 { font-size:1rem; color:#0A1628; margin:0 0 8px; }\n.gt-faq-item p { margin:0; font-size:0.9rem; color:#444; }\n<\/style>\n<div class=\"gt-body\">\n<div class=\"gt-def\">Import in Zoho CRM is the process of uploading records from a CSV or Excel file into a CRM module. It is used for initial data migration from legacy systems, bulk lead uploads from trade show scans or marketing campaigns, and periodic data refreshes from external sources.<\/div>\n<div class=\"gt-section\">\n<h2>The Import Process<\/h2>\n<p>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.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Import vs Bulk API<\/h2>\n<p>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 <a href=\"https:\/\/aaxonix.com\/resources\/glossary\/bulk-api-crm\/\" class=\"sp-content-link\">Bulk API<\/a> is more appropriate. The Bulk API supports hundreds of thousands of records per job and can be automated.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Industry Example<\/h2>\n<div class=\"gt-example-box\"><strong>Trade Show Lead Upload:<\/strong> A company participates in a trade show and collects 850 badge scans from visitors. After the event, they export the lead list as a CSV from the event platform and import it into Zoho CRM Leads module. Duplicate Check Rules flag 45 records that already exist in CRM. For those, they choose &#8220;Update existing records&#8221; to add the trade show as a second lead source tag. All 850 leads are in CRM and assigned via Assignment Rules within 20 minutes of returning from the event.<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Related Terms<\/h2>\n<div class=\"gt-related-pills\"><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/duplicate-check-rule\/\" class=\"sp-content-link gt-related-pill\">Duplicate Check Rule<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/merge-records\/\" class=\"sp-content-link gt-related-pill\">Merge Records<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/export-crm\/\" class=\"sp-content-link gt-related-pill\">Export (CRM)<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/bulk-api-crm\/\" class=\"sp-content-link gt-related-pill\">Bulk API (CRM)<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/mass-update\/\" class=\"sp-content-link gt-related-pill\">Mass Update<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/audit-log\/\" class=\"sp-content-link gt-related-pill\">Audit Log<\/a>\n<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Frequently Asked Questions<\/h2>\n<div class=\"gt-faq-item\">\n<h3>What is Import in Zoho CRM?<\/h3>\n<p>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.<\/p>\n<\/div>\n<div class=\"gt-faq-item\">\n<h3>What file formats does Zoho CRM import support?<\/h3>\n<p>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.<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Import in Zoho CRM is the process of uploading records from a CSV or Excel file into a CRM module. It is\u2026<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Import (CRM) | Zoho CRM Glossary","seo_description":"Import in Zoho CRM is the process of uploading records from a CSV or Excel file into a CRM module. 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