Importing data from Zoho CRM
To import data from Zoho CRM:
Click + ADD BASE at the top of the bases listing page.
From the list of options to create a new base, choose Zoho CRM.
You’ll be shown a confirmation to connect your Zoho CRM account with Zoho Tables. Click CONTINUE.
This will redirect you to a confirmation window from Zoho OneAuth. Click Connect.
After giving OneAuth permission, you'll be redirected to the Zoho services login page. Click Accept to give permission to access data from your CRM account.
Once your accounts are connected, you’ll be redirected to your Zoho CRM account in a new tab.
Navigate back to the Zoho Tables workspace.
You’ll see a list of modules configured in your CRM account in the Zoho CRM floating window in Zoho Tables. Choose a module.
From the chosen modules, choose the fields that you want to import to Zoho Tables. While selecting a field configured in Zoho CRM, the data will be automatically matched to the appropriate field type in Zoho Tables.
After choosing the desired modules and fields, click Import.
Note: You can select up to 50 fields per module.
This will import the most recent 10,000 records in every module from Zoho CRM into a new base in Zoho Tables.
Once the data is imported, you can open the base directly from the pop-up or open the base from the listing.
Without an existing Zoho CRM account
When you choose to import data from Zoho CRM to Zoho Tables, you’ll be asked to create a new CRM account.
Click + ADD BASE
Choose to import from Zoho CRM from the list of sources.
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:
All-in-one knowledge management and training platform for your employees and customers.
Create. Review. Publish.
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.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
Importing a table from Zoho CRM
Importing from Zoho CRM lets you bring your existing CRM data directly into Zoho Tables as a new base, so you can pick up right where you left off. When fields are imported, they're automatically matched to the appropriate field types in Zoho Tables, ...Using Filters During Zoho CRM Import to Zoho Tables
When importing data from Zoho CRM to Zoho Tables, you can apply filters to selectively import records based on specific criteria, helping you import only the data you need. How Filters Work Filters are applied to the fields in Zoho CRM, and only ...Importing a table from Smartsheet
Importing from Smartsheet lets you bring your existing Smartsheet data directly into Zoho Tables as a new table within a base, so you can pick up right where you left off. Each field from Smartsheet is automatically detected and matched to the ...Importing a table from local storage
Importing a table from local storage lets you bring files saved on your device directly into Zoho Tables as a new table. Compatible files are highlighted automatically during the process, making it easy to find and choose the right data. What you'll ...Importing a table from a URL
Importing from a URL lets you bring in data from a file hosted online directly into Zoho Tables as a new table. As long as you have a direct download link to a compatible file, you can paste it in and import your data without needing to download the ...