FAQs on Data Management | Online Help - Bigin by Zoho CRM

How to import contacts into Bigin?

You can import your contacts from a spreadsheet, CSV file, or VCF file. Refer to the checklist here to ensure your import file meets all the required parameters. 
Note: You must import the Companies into Bigin first so that you can map the imported contacts with the right company. If the Company record is not available in Bigin, then the Company Name field value will not be available for the imported Contacts.
To import contacts
  1. Go to the Contacts module.
  2. Click the +Contact dropdown and select Import Contact.
  3. Click Upload or drag and drop your file in the Upload your file stage.
  4. Click Next.
  5. In the Choose an Action section, select one of the following options:
    1. Add as New Record
    2. Update Existing Records Only
    3. Both 
  6. Click Next.
  7. In the Map Your Data section, map the fields from your file to the fields in the Bigin account.
  8. Click Next.
  9. In the Additional Options stage, select the record owner and add tags, if required.
  10. Click Finish to start importing. 
You can also import notes associated with the contacts. 

To import notes
  1. Go to the Contacts module.
  2. Click the +Contact dropdown and select Import Notes.
  3. Click Upload or drag and drop your file in the Upload your file stage.
  4. Click Next.
  5. Map the fields in your import file to the fields in the Bigin account. Ensure you map a unique field as the Parent ID.
  6. Click Next.
  7. Click Finish to start importing your data. 
The import process will run in the background. Once it is completed, you will receive a notification with an option to view a detailed summary of the import. You can also access the summary from the Import History section in the Data Administration settings. 

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide

                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com



                        Zoho Marketing Automation

                          Zoho Sheet Reources


                              Zoho Forms Resources

                                Secure your business
                                communication with Zoho Mail

                                Mail on the move with
                                Zoho Mail mobile application

                                  Stay on top of your schedule
                                  at all times

                                  Carry your calendar with you
                                  Anytime, anywhere

                                        Zoho Sign Resources

                                          Sign, Paperless!

                                          Sign and send business documents on the go!

                                          Get Started Now

                                              Zoho SalesIQ Resources

                                                  Zoho TeamInbox Resources

                                                          Zoho DataPrep Resources

                                                            Zoho DataPrep Demo

                                                            Get a personalized demo or POC

                                                            REGISTER NOW

                                                              Design. Discuss. Deliver.

                                                              Create visually engaging stories with Zoho Show.

                                                              Get Started Now

                                                                                    • Related Articles

                                                                                    • Import Records

                                                                                      Importing records is an essential data administration task. In Bigin, this important action can be performed without much hassle and complexity. Currently, you can import records to the Companies, Contacts, Deals, and Products modules. You can also ...
                                                                                    • Import Notes

                                                                                      Permissions: Users with the following permissions enabled in their profile can import notes in their Bigin account. 1. 'Create' permission for Notes under Basic Permissions. 2. Import permissions should be enabled under Advanced Features. For ...
                                                                                    • How to import deals into Bigin?

                                                                                      You can import your deals from a spreadsheet, CSV file, or VCF file. Refer to the checklist here to ensure your import file meets all the required parameters.   A deal is created with a contact or company. So, before you import deals, ensure that the ...
                                                                                    • Why wasn't the Company Name field added when I imported contacts?

                                                                                      The Company Name field will only be added to contacts if a record for that company already exists in the Companies module.   Data in Bigin is organized into modules. When importing data into your Bigin account, we recommend that you import them in ...
                                                                                    • How to import Tasks into Bigin?

                                                                                      Tasks are always associated with a contact, company, or deal. So the tasks that you import must be associated with records in one or more of these parent modules (Contacts, Companies, and Deals). Before importing, ensure the import file contains ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace



                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                      CRM Tips

                                                                                      Make the most of Zoho CRM with these useful tips.

                                                                                        Zoho Show Resources