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All Tutorials /
How to Import Accounts into Zoho CRM

How to Import Accounts into Zoho CRM

Updated on:

Here’s how to import accounts into Zoho CRM for quick data onboarding:

  • Open the Accounts module.
  • Click the More Options menu.
  • Select Import Accounts.
  • Choose the Import File.
  • After uploading the file, click Next.
  • Select the required details and go to the next page.
  • Complete the Field Mapping and click Next.
  • Review all details and click Finish.

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