You can use this option, if you were maintaining contact data before you purchased Zoho Support. You can save time in creating each contact and can import from your external resource into Zoho Support. Please follow the below steps to import contacts:
- Click Contacts tab.
- Click Import from the top right corner of Contacts Home Page.
- Click Choose File and choose a file with .xls or .csv
- Click Next. Import My Contacts Wizard page opens.
- In this page, choose the Source-CSV Column for the particular Contact Field.
- Click Next. Confirm Mapping Page opens up.
- Check if you have corrected mapped the fields and click Import. Import Summary page displays the number of records added, updated and ignored.
Note:
- The import file column that is mapped with the Owner field should contain valid Login Names. Otherwise, the current user is assigned as the owner.
