1. In CRM, go to Leads and Import then Import Leads
2. Under the From File option, browse to the CSV file containing the Leads you wish to import:
3. Once uploaded successfully, click Next:
4. You can skip importing any Leads that currently exist, if required:
5. Here you will be shown the Fields in File and then the fields in Zoho CRM Leads you'd like them to be mapped to - you can leave any fields un-mapped if necessary:
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Tip: The sample data on the right is useful whilst working with many fields.
6. Once your fields are mapped, press Next. You will be warned if any are un-mapped, press Yes, Continue if that is expected:
7. Select any applicable Assignment Rules or Assign follow-up tasks if needed, then press Finish:
7. You'll then be notified when the import is successful - it can take a few minutes, depending on the amount of data being imported: