Zoho Inventory

FAQ

  contacts

How do I import/export contacts?

Import contacts

You can import a contact/contact persons individually or import contacts listed in your organization in Zoho Books.

  • General Import
  • Import from Zoho Books - Learn more about this in Integrations.
Import contacts and Import Contact Persons

To import contacts or contact persons, follow these steps:

  • Go to the Contacts tab.
  • Click on the Menu icon and select Import Contacts.
Image of the menu icon drop down highlighting the import option
  • You’ll be taken to the Contact-Select File screen.
  • Upload a relevant csv/tsv file from your hard-drive.
  • Make sure to select the appropriate character encoding according to the file you upload.
  • Choose the appropriate file delimiter for your file.(comma or semicolon)
Image of the contacts import page
  • Click on the Next button to proceed.
  • The map fields page opens up.

Image of the contacts mapping fields page

  • Zoho Inventory automatically matches associated fields.
  • Incase of any unmatched fields, you can manually match them.
  • If you wish to save this format of mapping fields, click on Save these selections for use during future imports.
  • Click on the Next button to proceed.
  • You will taken to the preview page.

Image of the contacts preview page

  • Here the information like no. of contacts ready for import, No. of records skipped and unmapped fields will be displayed.
  • If you wish to make any changes, click on the Previous button.
  • Once you are ready to proceed, click on the Import button to successfully import your contacts.

**Note:**The procedure to import contact persons is very similar. To do so follow the same steps after selecting Import Contact persons option in the Menu icon drop down.


Export contacts

You might also want to export your Zoho Inventory Contacts and store it in your computer. Exporting contacts is just like exporting any other type of data out of Zoho Inventory.

To export your list of Zoho Inventory contacts, please follow the steps below

Exporting Contacts and contact persons from Zoho Inventory
  • Navigate to the Contacts module.
  • Click on the Export option from the drop down.
Image of the menu icon drop down highlighting the export option
  • A pop-up will appear with all fields related to exporting contacts.
  • By default the Contacts with be chosen for the Entity field.
Image of the contacts export page
  • After selecting the entity, pick a format in which it needs to be exported to your hard drive. CSV or XLS.
  • Click on Export

Note: The procedure to export contact persons is very similar. To do so follow the same steps after selecting Export Contact Persons option in the Menu icon drop down.