Import deals from a spreadsheet into Zoho CRM

Attach the file and say how to match. For example:

Import the attached deals. Find each account by name and each contact by email. Use the stage names from our pipeline, and flag rows you cannot match.

It reads the file and your pipeline’s stages, then for each row:

• finds the account by name and the contact by email;
• maps the stage in the file to one of your pipeline’s stages, and shows you the mapping;
• flags the row if the account or contact is not found or matches more than one record, if the stage has no clear match, or if a field Zoho requires for a deal, such as Closing Date, is empty.

It shows the plan with the deals it will create and the rows it flagged. After you approve, it creates up to 100 deals per request, each linked to its account and contact. Flagged rows are not written. It does not create missing accounts or contacts unless you ask for that separately.

• Reads the attached file, your accounts, contacts and pipeline stages.
• Creates deals only after you approve the plan.
• An account name spelled differently in the file is flagged, not guessed.