Importing leads from Zoho Docs - Zoho Marketing Automation

Importing leads from Zoho Docs

Zoho Marketing Automation lets you to import contacts from different cloud storage services. You can import contacts stored in Zoho Docs as leads in Zoho Marketing Automation.

The file to be imported should meet the following requirements,

  • It should be in either Excel or CSV format. Text files are not supported.
  • It should have an email address field.

Steps to import

  1. From the Navigation toolbar, choose Leads and then All Leads.
  2. Click on Import button.
  3. Hover over Zoho Docs and click on Import button.
  4. Choose a mailing list and the file to which you need to import leads.
  5. Select the audience's subscription preference. 
  6. Choose a topic to be associated with the mailing list.
  7. Select the lawful basis on which you process your leads' data.(For GDPR-enabled marketing)
  8. Check the box 
  9. Click Import
  10. Fields from file are pre-mapped with Marketing Automation fields. You can change a mapped Marketing Automation field by clicking on the Marketing Automation Fields drop down.
  11. Click Import.


Import process

File import process takes place in five steps,

  1. File read - Selected file is scanned before commencing import.
  2. Invalid patterns - Subscriber detail without an email address or with an invalid email address ( For example, "johndoe.yahoo.com", "julia@gnail.com", "darren@outlookcom") are ignored.
  3. Unsupported emails - Group email addresses(hr@zylker.com, admin@zylker.com) are ignored.
  4. File duplicates - Already imported leads are ignored to avoid duplication.
  5. New and duplicates - New leads' details are imported into the mailing list.

Import result

Upon importing the file, Import Result is generated which displays the detailed report of the import.

You can view file name, import status and, the number of newly added, re-added, duplicate and ignored leads.




You can click on the Import history link to view previous import details.

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