Make sure you have the access and privilege to Import data. If you do not have this permission, the Import link will be hidden in your user interface.
The supported formats are Excel (XLS, XLSX), Comma Separated Value (CSV), and Business Card or vCard Format (VCF) . All file attachments should be separated from the data.
Unexpected errors may occur if the XLS/XLSX files contain any special controls such as combo filters or images embedded in them.
Characters not allowed
Any data for the file to be imported should not contain data enclosed in <script> </script>.
Each required (mandatory) field must contain a value. Make sure you do not leave any mandatory fields blank, in the import file. For instance, when you are importing account information, each account record must include an Account Name . Please note that you cannot proceed to the next step without mapping the mandatory fields.
Check box Data
Make sure that the data you plan to import from Boolean or check box fields contain values that will properly convert during the import process.
Imported data from Boolean and check box fields are converted as follows:
- If check box is selected: True or 1
- If check box is not selected: False or 0
All data values displayed in the drop-down lists must exist in the corresponding Zoho CRM fields.
For instance, if you plan to import account information that contains a value for the industry type drop-down list, before you import the account information, make sure all the industry values in the source file already appear in the drop-down list. If the values do not exist, you must either change the values in the source file to match the existing values in Zoho CRM, or have your administrator add the new values.
If values are not added in the drop-down list, data can still be imported. After importing, if you change the value for the field, you cannot change it back to the old one as it will not be available in the list.
Make sure the first row of data (records) in the source file contains the column headings or field names rather than the actual data values. These heading field name values help identify the data when you map the new data to the existing fields in Zoho CRM.
Blank rows in the import file
More than 10 blank rows in the file might indicate the end of the file. Data after the blank rows will be ignored during import. Make sure not to leave blank rows in between rows of data.
Make sure the file size does not exceed the following limits according to your edition of Zoho CRM:
CSV files: Enterprise and Ultimate - 25 MB , Professional and Standard - 10 MB , Free - 5 MB.
VCF files: 5 MB for all editions.
Number of rows that can be imported depends on the edition:
Standard - 10,000; Professional - 20,000; Enterprise - 30,000; Ultimate - 50,000.
- External field
Any field present in the .CSV file can be mapped with an external field present in the CRM module. The value of the external ID field can be updated only through API.