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
- Go to the Contacts module.
- Click the +Contact dropdown and select Import Contact.
- Click Upload or drag and drop your file in the Upload your file stage.
- Click Next.
- In the Choose an Action section, select one of the following options:
- Add as New Record
- Update Existing Records Only
- Both
- Click Next.
- In the Map Your Data section, map the fields from your file to the fields in the Bigin account.
- Click Next.
- In the Additional Options stage, select the record owner and add tags, if required.
- Click Finish to start importing.
You can also import notes associated with the contacts.
To import notes
- Go to the Contacts module.
- Click the +Contact dropdown and select Import Notes.
- Click Upload or drag and drop your file in the Upload your file stage.
- Click Next.
- Map the fields in your import file to the fields in the Bigin account. Ensure you map a unique field as the Parent ID.
- Click Next.
- 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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
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, Pipelines, and Products modules. You can ...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 ...Import from HubSpot
Import from HubSpot to Bigin by simply signing into your HubSpot account from Bigin. The entire import process is carried out in the background and you will be notified once it is completed. Some important points to note before you import data from ...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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources