Your search will stop here if you are looking for options to import contacts list into Zoho CRM. Today, several companies rely on Zoho CRM to manage their sales and marketing. This platform is evolving. If you have a large number of contacts whom you want to import to Zoho CRM, it is possible through two different ways. One is a manual solution and the other is a third-party tool. Here we will disclose both options.
Users’ Queries
The demand for Zoho CRM is increasing with time. Users want to know how to extract important contacts from other platforms to align them in Zoho CRM. Therefore, several forum websites have flooded with questions of import. We have picked one common question that might be relevant to your query. If it is not, you can let us know about this in the comment box.
“I have a large number of contacts in an Excel sheet. I want to transfer them to Zoho CRM. Is there any solution that is short and reliable to achieve it.”
Why Do Users Like to Import Contacts list into Zoho CRM?
You may have this answer but you can still go through the reasons that prompt users to import contacts to Zoho CRM.
- Optimization of contacts in Zoho CRM is easy. You can handle a large number of contacts without getting panicked.
- This platform is designed especially for businesses to provide a high-level of contact management and protect of important contacts.
- Automating contacts are easy when you choose Zoho CRM.
- You can rely on this platform to improve team productivity and accountability as it allows easy tracking and assigning of tasks.
Before Starting Import Process Read this
Do you know the supported formats of Zoho CRM. If your contact data is in Outlook, Gmail, or any other platform, extract them to XLS, XLSX, CSV, or VCF.
Make sure the contacts are properly aligned in any of these formats so that Zoho CRM can detect and extract data. If there are blank rows (up to ten), the Zoho CRM will stop gathering data after these rows.
Beware of the file size. Zoho CRM can scan and read CSV files of 25 MB for enterprise, 5 MB VCF, and more than 5000 import records for CSV.
Method 1- Manual Process to Add/Import Contacts to Zoho CRM
- The first step is to login your Zoho CRM account.
- Next, press “Modules” and then “Contact Module”
- After that, press “New Contacts”.
- Now, indicate the personal data like name, email, and phone number
- Now, connect the contact with a deal, an account, or other related records.
- Add addition formation such as tags, description, and lead source.
- Now, press “Save” to finish the process
- After that contacts are ready to add in your contact module
Downsides of the Manual Process
The aforementioned manual process is easy to follow. However, it allows import of one contact at a time. If your contact list is large, we recommend you to consider another shortcut and reliable method.
Method 2- Automated Import of Contacts List into Zoho CRM
In this process, we will follow manual and automated solutions. For automated solution, we convert VCF data into CSV. Then a manual process is follow to extract CSV data to Zoho CRM.
Automatic Conversion of VCF into CSV
Here, we will take help of one of the most promising and reliable applications, that is WholeClear VCF to CSV Converter. This application is highly recommend by its users because of batch conversion and accuracy. In addition, this application is cost-effective.
Migration of VCF2CSV Steps –
- Download this simple application on your Windows system.
- Launch this application and check the box of “Select Folder Having VCF files” or Select Multiple VCF files”
- Click on “Browse” tab to locate the target VCF files and select the VCF file.
- Press the “Convert Now” tab to conclude the process and save data in CSV.
Scan and Export CSV to Zoho CRM –
- Login to your Zoho CRM account.
- Click “Contacts” and navigate the “Import Contacts” tab to import contacts in Zoho CRM.
- After this, select the recent created CSV file.
- Now, match the CSV file columns to Zoho CRM fields.
- Ensure about “Import Settings” like validation options.
- Press “Next” to start the process.
- Zoho CRM will automate the process, and once it is done, you will get a notification.
Q & A
Q- What are the file formats supported by Zoho CRM?
A- Zoho CRM supports various file formats for contacts including VCF, CSV, and XLS.
Q- Is the aforementioned application for VCF to CSV support batch conversion?
A- This is one of the best applications to export VCF contacts to CSV with all properties intact. The utility supports batch migration.
Q- How long can I use the VCF2CSV conversion app?
A- The licensed version of this app is valid for as long as you want. It is available for indefinite duration.
Q- Can I import Outlook contacts to Zoho CRM?
A- Yes, you can. In this process, you can transfer the Outlook contacts into VCF and then with the help of this converter, you can export VCF to CSV and then CSV to Zoho CRM.
Conclusion
Overall, you have various options to follow for conversion of Contacts to Zoho CRM. Businesses are using Zoho CRM for their sales and marketing. It is good to keep data organized in Zoho CRM. If you want a safe solution to collect contacts in Zoho CRM, the abovementioned solutions can be an ideal choice.