Importing Record Images in Bulk in Zoho CRM
Overview
In Zoho CRM, visual representation of records such as product thumbnails or contact photos greatly improves user experience, helps with identification, and supports marketing workflows. However, uploading these images manually for each record becomes tedious and impractical at scale. To address this, Zoho CRM offers two built-in approaches to bulk import record images efficiently.
Approaches to Import Record Images in Bulk
Zoho CRM supports the following methods for importing record images:
- Module-Level Import
- Import via Data Administration (Migration Approach)
Approach 1: Module-Level Import using VCF File
This approach allows you to bulk import record images using a .VCF file.
How to Use:
- Make a.VCF file containing the records' information and pictures. You can download & check this sample .VCF file to get started.
- Import the file in the required module (e.g. Leads, Contacts, or Products) using the module-level import feature as instructed in this document.
- The data in the file will be inserted as records along with their photos following the import, as seen in the screenshot below.
Sample screenshot:
Key Highlights:
The
.VCFfile can contain multiple records, each with its associated image.The image is automatically mapped to the Record Image field without needing manual field mapping.
Permissions Required:
The user must have the Import permission enabled in their CRM profile.
Approach 2: Import via Data Administration (Migration Approach)
This approach is ideal for migrating data from another Zoho CRM account.
Steps to Follow:
- Export Data from Source CRM
- The backup (
Data.zip) will include:- Record data (CSV files)
- Metadata
- Record images (stored separately in a folder)
- Prepare the Data Files
- Open the CSV file, such as
Products.csvorContacts.csv - Add a column for the image field in the CSV file such as Product Image / Contact Image.
- Populate this column with image file IDs (name of the image) matching the files in the image folder in the back-up file.
- Folder Structure
- Create a folder named
Dataand place your CSV files inside. - Create a folder named
RecordImagesand place the image files with their matching names. - Compress both folders into a
.zipfile (e.g.Archive.zip)
- Import Process in CRM
- Navigate to:
Setup > Data Administration > Import - Upload the
.zipfile - Select the module. During the field mapping area, map the Image column in your CSV file against the Record Image Id field in Zoho CRM
Mapping Example:
📌 Best Practices & Notes
- Ensure image file names in the CSV match exactly with files in the
RecordImagesfolder - Optimise image sizes to reduce import time
- Test the import in a sandbox environment before executing in production
Summary:
Whether you're performing a new CRM setup or updating existing records, these two approaches allow you to bulk import record images easily and accurately. Choose Module-Level Import for straightforward image additions or go with the Migration Approach when handling CRM-to-CRM data transfers.
Custom Solution Created by Yogeshwari N | Zoho Partner Support
If you need any further clarifications, please don’t hesitate to contact partner-support@zohocorp.com.
Additionally, we kindly ask all "Europe and UK Partners" to reach out to partner-support@eu.zohocorp.com.
Access your files securely from anywhere
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:
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
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?
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
Data Migration - Subforms
Quick Overview: A subform is a secondary form or table that allows users to add multiple line items to a primary data form. In Zoho CRM, subform data can be imported using two distinct methods: Import Methods: Data Migration Import Module-Level ...Data Migration - Lookup Migration
Overview: Lookup Fields are essential in establishing the relation between Records from two modules, and it is important to bring those records when you are migrating from different CRM to Zoho CRM while keeping the association of the Records intact. ...Data Migration - Multi Select Lookup (Many to Many Relationships)
Overview A Multi Select Lookup field in Zoho CRM is designed to link a single record to multiple records in another module. During data migration from a different CRM system to Zoho CRM, it’s essential to ensure that these linked records are ...Data Migration - Inventory Modules
Overview: Inventory modules such as Quotes, Sales Orders, Purchase Orders, Invoices plays an vital role in Zoho CRM that allows the business to manage their transactions in Zoho CRM. Hence, it is important to bring those transactions when you are ...Data Migration - Attachments
Overview: Migrating attachments to Zoho CRM is crucial for maintaining complete customer records and ensuring data continuity, especially when moving from other CRM systems or when migrating data between Zoho CRM accounts. It allows you to link ...
New to Zoho LandingPage?
Zoho LandingPage Resources