You can import the following data into your Leads using Loader. Please keep in mind that this is not the complete list of fields, but rather the most popular ones. To see the full list of fields, sign in to your Loader account. Read this article to learn how to retrieve the list of all supported data fields.
- Last Name - This is a mandatory field (required by Zoho CRM) for the import to be successful.
- First Name
- Lead Source
- Lead Status
There is no need to edit your CSV file or rename your data columns if you want to import Leads from another app. However, If you create a CSV file that would be useful to name your headers similarly to the names of the data fields so that Loader can auto-map them. More about auto-mapping in this article.
If you need guidance on how to create or edit a CSV file please read our extensive CSV Guide.
When you setting up a Data Update you will need to select Last Name as the data field to find your records in your Zoho CRM. However, keep in mind that if you have multiple Leads with the same last name, the Loader will skip them because it could not identify the exact record that needs to be updated.