How can I import data from Zoho CRM?

In Zoho Recruit, you can import job openings, candidates, contacts and clients from Zoho CRM.

Before importing the data, you need to do the following:

  1. Go to Zoho CRM page (Setup > Apps & Add-ons > Zoho Apps > Zoho CRM)
  2. Enable Zoho CRM Integration
  3. Map the Zoho Recruit modules to Zoho CRM
  4. Map the Zoho Recruit fields to Zoho CRM

 

To import data from Zoho CRM:

  1. Click the Setup button.
  2. In the Setup home page, click Apps & Add-ons.
  3. Under Apps & Add-ons heading, click Zoho Apps.
  4. Under Zoho Apps page, click the Zoho CRM button.
  5. Click Import to import Zoho CRM data to Zoho Recruit.
 
Note:
  • When your Zoho CRM data is imported successfully, you will be notified through email.
  • For Leads and Contacts, duplicates will be verified based on email id.
  • For Accounts and Potentials, duplicates will be verified based on Client/Job Opening name.
  • While importing Potentials and Contacts from Zoho CRM, if any associated Accounts are not found in Recruit then it will be created.