Tip #1: Cómo importar tus contactos a Bigin

Tip #1: Cómo importar tus contactos a Bigin

Tips and Tricks #1 para Bigin by Zoho CRM, por Alejandro Mora
¡Hola usuarios!

Hoy iniciamos una nueva serie de Tips and Tricks, esta vez sobre uno de nuestros productos más intuitivos, Bigin. ¡Bienvenidos a los Tips and Tricks de Bigin by Zoho CRM!

El uso de herramientas de gestión de clientes, oportunidades y procesos de venta se ha convertido en una parte esencial y fundamental dentro del buen funcionamiento de cualquier empresa que desee comercializar sus productos. Normalmente, este tipo de herramientas suele recibir el nombre común de CRM (Customer Relationship Management).

No todos los CRM son iguales ni todos los CRM solucionan los mismos retos que como empresa te puedes llegar a plantear durante tu actividad. Es por ello que, a la hora de elegir una herramienta, es importante que conozcas bien en detalle todos los aspectos que puede ofrecerte, cómo se compenetra con tus objetivos y cómo los puede potenciar para asegurar el éxito de tu organización.

Tip #0 ¿Qué pasa con mis clientes?

Para poder alcanzar los éxitos de tu empresa tenemos que empezar por la génesis de todo, tus clientes. Sin ellos nada es posible y sin ellos poco puedes hacer como compañía. 

Existen infinidad de métodos para conseguir nuevos clientes y potenciales clientes con sus contactos correspondientes. Y aunque a primera vista parece algo positivo es en cierta medida un regalo envenenado. Tarjetas de presentación, correos electrónicos, contactos en LinkedIn, llamadas telefónicas, reuniones en eventos, seminarios, amigos de amigos... Todo esto son fuentes diferentes de información con las que poco a poco vas construyendo tu cartera de clientes pero observarás que cada uno puede venir de una parte muy diferente. Esto puede hacer que acabes teniendo decenas de ficheros con contactos que en muchos casos puede que estén duplicados y te acabe restando eficiencia en tus negocios. Otro problema es que con diferentes archivos no tendrás una imagen completa de cuál es la situación del cliente y si tienes algún acuerdo próximo a cerrar.

Tip #1 Cómo importar mis clientes a Bigin

Para ello, Bigin by Zoho CRM es una de las mejores soluciones en el mercado. Con su capacidad de poder importar contactos desde prácticamente cualquier fuente de origen, Bigin te permite tener centralizados todos tus contactos y poder establecer un seguimiento de los mismos para poder cerrar tratos (pero esto te lo explicaremos en el siguiente Tip).

Para poder importar los contactos primero de todo debemos ir a la sección de contactos y en la esquina derecha pinchar en la flecha y seleccionar la opción Importar Contactos.




Aquí tendrás que subir todos los archivos en hojas de cálculo en los que tienes tus contactos. Si este no es el caso, no te preocupes, ya que te facilitamos un fichero de ejemplo para que puedas llevar a cabo la importación de manera óptima.

Una vez completado el proceso, podrás personalizar los últimos detalles para tener todo listo para ponerte manos a la obra.

Esperamos que os haya gustado este primer Tip y la serie de consejos sobre cómo utilizar Bigin by Zoho CRM que empezamos hoy. Esperemos que os sorprendan. ¡Nos vemos en los comentarios!

      • Recent Topics

      • Zoho Sheet Autofit Data

        While using Autofit Data function in Zoho Sheets with Devnagri Maratji or Hindi Fonts, a word or a number, it keeps couple of characters outside the right side border.

      • Enhancements to finance suite integrations

        Update on the migration (October 28, 2025): Starting this week (October 29 tentatively), we’ll begin migrating Zoho CRM users to Zoho Books as integration users. This means actions will now run under each user’s own Zoho Books access, instead of the admin’s.

      • Edit 'my' Notes only

        The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this same

      • Job Alerts for Candidates

        hi All, I have 2 questions relating to sharing job details with candidates. 1. is there a way to notify candidates that meet certain criteria of current jobs available? eg. I run a candidate search, and identify 50 candidates that might be suitable. Can

      • Enhancing Task Accuracy: Automatically notify the owners upon Task duplication.

        Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. The requirement

      • Nodemailer not working with Zoho

        Hi All, I'm having issues with Zoho working with Nodemailer. It works as expected when using gmail as the service. Below is the code I get when using zoho. Error sending email: Error: connect ECONNREFUSED 127.0.0.1:587 at TCPConnectWrap.afterConnect [as

      • desktop app for TODO

        Is there a desktop app for Zoho TODO?

      • Show/ hide specific field based on user

        Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just

      • Where are Kanban swimlanes

        So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one.  Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some research

      • Tip 19: How to display images in Pages using ZML snippets

        Hi folks, We're back with another tip on how to use Zoho Markup Language (ZML) to create interactive pages in Zoho Creator. You can use ZML snippets to add various kinds of components to your pages and structure them in meaningful ways. That's not all, though—using ZML you can ensure your application is automatically compatible with all kinds of devices without any inconsistencies. We often get questions from users about how to invoke Deluge scripts within ZML code. Here's a simple use case for adding

      • Can zoho swign format block text spacing automatically when prefilled from zoho crm?

        I'm sending zoho sign template from zoho crm, so that zoho crm pre-populates most fields. I have existing pdf documents that i am having signed. I have no ability to change the pdf documents, they are standardized government forms. The problem I am facing

      • Reference lookup field values in Client script

        hello all, I'm using a "ZDK.Apps.CRM.Products.searchByCriteria" function call, which is returning the matching records correctly; however, one of the fields is a lookup field which I need the associated data. I believe there is a way to get this data

      • Every time an event is updated, all participants receive an update email. How can I deactivate this?

        Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening

      • How can I filter a field integration?

        Hi,  I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.

      • Zoho CRM - Portal Users Edit Their Own Account Information

        Hi Community, I'm working on a client portal and it seems like the only I can make the Account record editable to the Contact, is if I add another lookup on the Account to the Contact record. Am I missing something as the account already has a list of

      • Connecting Zoho Mail with Apollo.io

        Hi, I am trying to connect my Zoho Mail account with my Apollo.io account to start sending cold email for prospecting purposes. I have activated the IMAP setting but I am still unable to connect to the Apollo account. I am using my email credentials but

      • Where does this report come from in the Zoho One ecosystems?

        Is this directly from MA, Analytics or ??? ???

      • Contact's title in "Contact Role Mapping"

        When I'm creating a deal, I'd like to see the contacts title in the listing. Right now, I only see this: How can I get the contact's title in there?

      • Zoho CRM - Client Portal - Hide Notes Related List

        Hi Community, I'm building a customer portal and I can't find a way to hide the notes related list. I don't want the client to see the notes I have about them. Is there a way to do this as it is no bin/trash icon when I hover over.

      • "Pivot Table" Conditional Formatting

        Team, I there a way to use conditional formatting a "Pivot Table"  report? Thanks, Arron Blue Pumpkin Hosting | Solutions Made Simple

      • How many clients can be added to Zoho Practice?

        How many clients can be added to Zoho Practice without having their zoho app?

      • Stage History

        when viewing a ticket , and you look at stage history tab (kanban view) and look at the stage duration column in days, it shows the current stage of the ticket as " current stage ". Should it not rather show the amount of days it has been in that current

      • Automating Ticket Responses Using Zoho Desk's AI Features

        We’re looking to set up an automation within Zoho Desk that can analyze incoming emails or tickets and automatically respond with relevant knowledge base articles based on the content of the request. Could you please guide us on how to configure this

      • Service locations are tied to contacts?

        Trying the system out. And what I discovered is that it seems that the whole logic of the app is, I'd say, backwards. There is a Customer - a company. The company has contact persons and service locations can be associated with different contact persons.

      • Enhancements to Zoho Map integration tasks

        Hello everyone, We're excited to announce enhancements to the Zoho Map integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need to

      • Bug in Total Hour Calculation in Regularization for past dates

        There is a bug in Zoho People Regularization For example today is the date is 10 if I choose a previous Date like 9 and add the Check in and Check out time The total hours aren't calculated properly, in the example the check in time is 10:40 AM check

      • Narrative 12: Sandbox - Testing without the risk

        Behind the scenes of a successful ticketing system: BTS Series Narrative 12: Sandbox - Testing without the risk What is a sandbox environment? A sandbox environment is a virtual playground that allows you to test freely and experiment with various elements

      • Announcing new features in Trident for Mac (1.27.0)

        Hello everyone! Trident for macOS (v1.27.0) is here with new features and enhancements to improve scheduling and managing your calendar events. Let's take a quick look at them. Stay aligned across time zones. Both the scheduled and original time zones

      • Slow uploads of large files

        I'm wanting to use Workdrive for transferring large images and video (we're talking things from 100MB-5GB). I'm running solo on a 500MBit/sec fiber connection. I'm getting upload speeds to Workdrive of no more than about 1-3Mbytes/sec when going through

      • Migrate Your Notes from OneNote to Zoho Notebook Today

        Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import

      • need to upload from airtable to google drive

        I have a zapier zap that automates between airtable and google drive. When a customer uploads a new file into airtable via a client portal interface, zapier uploads that file into a folder linked to that customer's project record. I need to replicate

      • Can't delete functions that are associated with deleted workflow rules

        We have a handful of functions that were once associated with a workflow rule, but the rule has been deleted. The function still thinks it is associated so I can't assign it to a new rule. It is starting to get really messy because we have a list of functions

      • Default Sorting on Related Lists

        Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created

      • Credit Management: #1 Credit You Owe vs Credits Owed to the Business

        Think about the last time you ordered food online. You might have paid in advance through your card, but you received a $20 refund because your order got delayed or cancelled. In most apps, refunds don't go into the bank account directly; instead, they're

      • Tip #46- Turn Every Session into an Insight with Zoho Assist survey report- 'Insider Insights'

        Delivering exceptional remote support isn’t just about resolving issues, it’s about understanding how both customers and technicians experience each session. That’s where Survey Report in Zoho Assist come in. You can configure and customize survey questions

      • CRM/Bookings integration edits Contact names

        Hi there, I've installed the extension that connects Zoho CRM and Zoho Bookings. When we get a new appointment from Bookings from an existing Contact, that Contact's record shows this: First Name was updated from asd to blank value Last Name was updated

      • Domain Change

        “Please update my Email-in domain from @biginmail.biginmail.in to @biginmail.zoho.com. Messages to the .in domain are bouncing.”

      • Webhooks Limit Exceeded

        Today, I received an error message saying, 'Total number of Webhook call exceeded', but when I look at Manage > Billing, it doesn't look like any of my invokeURL calls are being logged. Following the advice from this thread: https://help.zoho.com/portal/en/community/topic/webhooks-daily-limits-in-zoho-creator

      • Auto select option in CRM after Zoho Form merge

        Hi, I have a dropdown field in Zoho CRM that is filled with a Zoho Form. The data is filled but not automatically shown. After selecting the right value in the dropdown the information a second field is shown. So the question is; how can I make the dropdown

      • Bring your CRM data straight into your presentations in Zoho Show

        Let's say you are working on a presentation about your team's sales pipeline for an upcoming strategy meeting. All the information you need about clients and leads is in Zoho CRM, but you end up copying details from the CRM into your slides, adjusting

      • Next Page