How do I import my leads into the Zoho CRM account?

How do I import my leads into the Zoho CRM account?

The Leads that you have in your file can be imported into your CRM account. You can follow these steps to import leads: 
  1. Go to the Leads Module.
  2. Click Import > Import Leads.
  3. In the Import Leads page, click Browse and select the import file or drag and drop the import file to the From File section.
  4. Click Next.
  5. Select the Layout to which you want to import the records from the drop-down list.
    Please note that this option will not be available if you have a single layout in the Leads module.
  6. Select what you want to do with the records from the file. You can do the following:
    1. Add as new Leads
      1. You can choose to skip importing the records that already exist in your CRM account from the Switch existing leads based on drop-down list.
        All the unique fields in the Leads module from the chosen layout will be displayed.

    2. Update Existing Leads only
      1. You can find the existing leads in your CRM account by based on the selected field from the drop-down list.
        All the unique fields in the Leads module from the chosen layout will be displayed.
      2. You can also prevent updating empty values in the leads module by selecting the Don't update empty values for existing leads checkbox. 
        This prevents overwriting empty fields from the file to the fields in CRM during the import process.

    3. Both
      1. Allows you to add new leads from the file and update the existing leads.
  7. Click Next.
  8. Map fields from the import file to those in Zoho CRM. 
  9. In the Field Mapping tab, you can do the following:
    1. Click Create New Fields, if you want to create new fields and map them with the appropriate fields from the file.
    2. Click Mapped and Unmapped tab to view the fields from the file that are mapped or unmapped with the fileds in CRM.
    3. Click Reset Field Mapping if you want to remove all the fields mapping.
      Click Apply Auto Mapping, if you want CRM to automatically map the fields from the file with the fields in CRM.
    4. Hover over the field and enter the field values in the Replace Empty Values text box.
      The field values that you specify here will replace the empty field values from the import file.
    5. Hover over the field and click the Add (+) icon next to the field name and map multiple fields in CRM with a single field from the file.

  10. In the Assign Default Values tab, you can assign a default field value for the fields in the Leads module.
    Once the values are specified, all the records will have the field value that you have specified by default. 

  11. Click Next.
  12. Select the Assignment Rules checkbox and choose an assignment rule from the drop-down list or click Create Assignment Rules to create a new assignment rule.
  13. Select a task from the Assign follow-up tasks drop down list or create a new task by clicking Create Workflow Task.
  14. Select the Enable Manual Lead Approval checkbox if you want to manually approve the leads.
    If this option is selected, the records that are imported should be approved by the administrator. Once approved, the records will be assigned to the appropriate lead owner or based on the assignment rule that you have selected.

  15. Click Finish.

    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

              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

                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

                                                        • View Approval History

                                                          Approval History gives you a list of records that were submitted for approval. To view the Approval History In your Zoho CRM account, click the My Jobs tab. Click the Approval Process tab. In the Awaiting your Approval page, click Approval History. ...
                                                        • Troubleshooting Data Import and Export

                                                          1. When I try to import leads, I get an error message which says "Duplicate record exist in system: Email." I've checked my CRM data and there is no duplicate record with the same email address. How do I resolve this? Once you have ensured there is ...
                                                        • HubSpot for Zoho CRM

                                                          With the HubSpot extension for Zoho CRM, you can view existing contacts from HubSpot in Zoho CRM. You can also add contacts and leads to HubSpot from Zoho CRM. This integration makes it easier to synchronize contacts (and leads) between HubSpot and ...
                                                        • FAQs on Leads

                                                          1. How can I link a lead to a specific campaign? Follow these steps to link a lead to a specific campaign: In the Leads tab, select the record that you want to link to the campaign. In the Lead Details page, click Edit. Select the campaign from ...
                                                        • Importing Data to Zoho CRM

                                                          Data can be gathered through various sources such as, purchasing a record database, collecting from trade shows and campaigns, and so on. Importing records from such external sources to Zoho CRM is one of the most important lead creation activities ...



                                                        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