Loader for Zoho CRM
Whether you want to upload new data into your account, associate or link existing records, or migrate info from your old customer management app to Zoho CRM, you can do that in no time with Loader
Update
Import
Import Notes and link them to Accounts, Contacts or Deals
Import new Tasks in bulk, set their priority and link to Contacts or Accounts
Edit or change data about Meetings and link them to Accounts or Contacts
Upload all your new Leads at once with all associated information, like addresses, statuses, lead sources and descriptions
Update
Refresh Contacts information in your database based on their last name, email address, or another unique field.
Practical Ways How to Use Loader
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Import
Import
Importable Data
These are data objects that Loader lets you update and import in Zoho CRM. Log in to Loader to see the fields related to each data object.
Some Hints for You
What's the difference between import and update?
In basic terms, import refers to the uploading of new data, whereas update refers to the editing of existing data in your database. But Loader helps you in importing new data while doing an update.
Can I undo my results?
Undo is enabled for all imports and updates immediately after completion or if you stop your ongoing import.
Can I assign notes to various objects?
In the same import, you may link your Notes to Accounts, Contacts, and Deals. You only need their names in your CSV. However, if you need to change the association of your Notes later, you can use Update.
How select the right data field for update?
The optimal field should contain unique information for each record so that Loader can find the exact record to edit data.
How do I find out how many records are in my file?
When you upload a CSV file, Loader checks it, provides you with an exact estimate of the number of entries, and lets you preview your data in each column for easy mapping.
Can I export data with Loader?
Loader provides only imports and updates, allowing you to put your data to work and saving you time.
Ready to try Loader with Zoho CRM?
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