Import and Export Contacts

In this section, you’ll know how you can:

Import contacts

You can import a contact/contact persons individually or import contacts listed from your Zoho CRM module.


Import Contacts and Import Contact Persons

Contacts can be either imported as Customers or Vendors in Zoho Books. To import contacts or contact persons, follow these steps:

####Customers#### * Click on the hamurger icon on the top right corner of the page and select Import Customers. * In the pop-up, select Customers or Customer’s Contact Persons and click Continue. * You’ll be taken to the Contact-Select File screen. Upload a file in the format .csv or .tsv and make sure to select the appropriate character encoding for the file you upload.

####Vendors#### * Click on the hamurger icon on the top right corner of the page and select Import Vendors. * In the pop-up, select Vendors or Vendor’s Contact Persons and click Continue. * You’ll be taken to the Vendor-Select File screen. Upload a file in the format .csv or .tsv and make sure to select the appropriate character encoding for the file you upload.

Import contacts dropdown

Import from G Suite

To import contacts from G Suite, follow the steps below:

Import contacts from G Suite

Import Contacts from Zoho CRM

Once the integration has been completed, you will be able to configure and fetch your Zoho CRM contacts into Zoho Books.

Export Contacts

In Zoho Books, you can export your Contacts,Contact Persons and Contact Adresses. Exporting contacts is just like exporting any other type of data out of Zoho Books.

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