More Apps from Zoho
Blogs
Forums
Support
LinkedIn
Twitter
Facebook
Features
Add-ons & Integrations
Support Resources
Pricing & Signup
Sign In
Support Help
Overview
Getting Started
Request Management
Contacts
Accounts
Tasks
Knowledge Base
Product Catalog
Customer Portal
Personal Settings
Organization Settings
Customization
Domain Mapping
Workflow
SLA
Time Based Action
Request Assignment Rules
Macros
Contract Management
User Administration
Reports
Dashboard
Live Chat
Zoho CRM Integration
Community Forums
SMS / Text Message Add-on
Social Integration - Twitter
Social Integration - Facebook
Phonebridge Integration
Google Apps Integration
Zoho BugTracker Integration
Remote Authentication
API Guide
Help
Accounts
Import Account
Import Account
Click
Import
link from the top right corner in
Accounts Home
Page.
In the
Import Accounts Wizard
page, choose the file which can be in .xls or .csv or vcf formats.
Provide instructions to be performed when duplicate files are encountered.
Click
Next
.
Map the fields as per relevancy.
Click
Next
. The
Confirm Mapping
page opens up.
Check if you have mapped the fields correctly and click
Import
. Import Summary page displays the number of records added, updated and ignored.
Did you find what you were looking for?
Yes
|
No
Top
Help
Accounts
Import Account