Import Data from Zoho CRM
In Zoho Recruit, you can import job openings, candidates, contacts, and clients from Zoho CRM.
Before importing the data, you need to:
- Go to the Zoho CRM page (Setup > Marketplace > Zoho > Zoho CRM).
- Enable Zoho CRM integration.
- Map the Zoho Recruit modules to Zoho CRM.
- Map the Zoho Recruit fields to Zoho CRM.
To import data from Zoho CRM:
- Click the Setup button.
- Under Marketplace, click Zoho Apps.
- Under Zoho Apps, click the Zoho CRM button.
- Click Import to Zoho CRM data to Zoho Recruit.
Note:
- When your Zoho CRM data is imported successfully, you'll be notified via email.
- For Leads and Contacts, duplicates will be verified based on the CRM Unique ID
- For Accounts and Potentials, duplicates will be verified based on the CRM Unique ID.
- While importing Potentials and Contacts from Zoho CRM, if any associated Accounts are not found in Recruit, then they will be created.
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