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, making the transition seamless.

What you'll need  

• An active Zoho CRM account connected to your Zoho Tables workspace.

• Access to the workspace where you want to create the base.

Which plan has access?  

Roles and permissions

How to import from Zoho CRM  

1. Navigate to the base where you want to add the new table.

2. Click the + button in the base to add a new table, and choose Zoho CRM from the options.

3. Connect your Zoho CRM account  

1. A confirmation prompt will appear asking you to connect your Zoho CRM account with Zoho Tables. Click Continue.

2. You'll be redirected to a confirmation window from Zoho OneAuth. Click Connect.

3. You'll then be taken to the Zoho services login page. Click Accept to grant permission to access data from your CRM account.

4. Once your accounts are connected, you'll be redirected to your Zoho CRM account in a new tab. Navigate back to your Zoho Tables workspace to continue the import.

5. In the Zoho CRM floating window in Zoho Tables, you'll see a list of modules configured in your CRM account. Choose the module you want to import data from (for example, Leads, Contacts, or Accounts).

6. From the chosen module, select the fields you want to bring into Zoho Tables. Field types from Zoho CRM will be automatically matched to the appropriate field types in Zoho Tables.
   
   

   Note: You can choose up to 50 fields per module.

7. Click Import. The most recent 10,000 records from each chosen module will be imported into a new table in Zoho Tables.

8. Once the import is complete, you can see the imported table directly in the base.

Importing without an existing Zoho CRM account  

If you don't have a Zoho CRM account yet, you can create one during the import process.

1. Navigate to the base where you want to add the new table.

2. Click the + button in the base to add a new table, and choose Zoho CRM as the import source.

3. In the pop-up window, click Create Account.

4. Once your Zoho CRM account is created, set up your organization. To learn more, refer to the Zoho CRM sign-up and setup guide.

Using filters during import  

When importing from Zoho CRM, you can apply filters to selectively import only the records that meet specific criteria, rather than bringing in everything at once.

How filters work  

Filters are applied to fields in Zoho CRM. Only records that match your defined filter criteria will be imported into Zoho Tables.

Setting up filters  

1. Navigate to the base where you want to add the new table.

2. Click the + button in the base to add a new table, and choose Zoho CRM as the import source.

3. Choose the CRM module you want to import from.

4. On the import settings screen, locate the Filters option and define your criteria:

• Filter fields — Choose the CRM fields you want to filter by (for example, Lead Status or Account Type).

• Filter conditions — Set the condition for each filter (for example, "equals", "contains", or "greater than"), and specify the value (for example, Lead Status equals "Open").

5. Once your filter criteria are set, proceed with the import. Only records matching your conditions will be brought into Zoho Tables.

Note: Some fields in Zoho CRM may not be compatible with Zoho Tables and will be disabled during filtering.

Limitations  

Keep the following limitations in mind when importing from Zoho CRM:

• Only the most recent 10,000 records can be fetched per import.

• A maximum of 10 filter criteria can be applied per module.

• A maximum of 50 fields can be selected for import.

• Lookup fields in Zoho CRM will be imported as RecordIDs in Zoho Tables.

• Filter criteria are not available for Lookup, Rollup, Formula, and Multiline (TextArea) fields, though these fields can still be selected among the 50 fields for import.

• The following fields are not available for filtering and cannot be included in the 50 fields for import:

• Pricing_Details and Product_Details in the Price Books and Quotes module.

• Participants field in the Events module.

• ImageUpload, FileUpload, Territory, and MultiSelectLookup fields across modules.