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.
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