How to Import Contacts into Zoho CRM
This video tutorial guides Zoho CRM users through the process of importing contacts into the platform. It covers different ways to add contacts, including manual entry and integration from other platforms like online forms or chatbots. Learn how to import a spreadsheet of contacts, and navigate within the CRM to the import option, preparing the spreadsheet in the correct format, and detailed steps of the upload process including field mapping, choosing whether to add new records or update existing ones, and the final steps of mapping fields correctly for a successful import. The tutorial also covers turning off validation rules for required fields and the importance of carefully mapping fields to ensure data integrity. Finally, triggering actions post-import, like assignment rules and automation processes, and concludes with the import completion notification and verifying the uploaded data.
00:00 Introduction to Importing Contacts into Zoho CRM
00:46 Step-by-Step Guide to Importing a Spreadsheet of Contacts
01:07 Navigating the Import Process: From Selection to Field Mapping
03:54 Finalizing the Import: Mapping, Validation, and Completion
11:01 Conclusion and Next Steps
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