Zoho CRM contactswithout the spreadsheet.
Collect contacts with a form that checks every row, and download a CSV with Zoho CRM's field names, ready for the import wizard.
Zoho CRM Contacts
Try the template with up to 3 contacts
What You'll Collect
First Name / Last Name
StringKept separate. Zoho requires a last name on every contact, and a full name in that column is a common reason imports go wrong.
Checked as a real address. Each can appear only once, so nobody is imported twice.
Phone / Mobile
PhoneAny common layout. Letters, Excel's scientific notation and too few digits are flagged.
Account Name
StringThe company they work for. Zoho links the contact to an account with this name.
Title / Department
StringTheir role and team.
Lead Source
StringOne of the lead sources set up in your Zoho CRM.
Mailing Address
StringStreet, city, state, zip and country in Zoho's mailing address fields. Zip codes keep leading zeros.
Description
StringAnything worth knowing about the contact.
Need more than three contacts?
Collect up to a thousand contacts instead.
The free template is limited to three rows so you can try the workflow. Create your own Import Builder form when a sales rep, partner or client needs to send you their full contact list.
Create your own formUp to 1,000 rows
Enough for a lead list, an event's attendees or a move from another CRM.
Zoho field names
Columns are named after Zoho's contact fields, so mapping them is quick.
Checked as they type
Missing last names, repeated emails and bad phone numbers are fixed before you get the file.
Your own fields
Add the custom fields and picklists you use in Zoho, with the rules you need.
How it works
From contact list to Zoho CRM in three steps.
01
Collect
Send the form to whoever has the contacts: a sales rep, a partner or a client.
02
Complete
They type, paste or import their list. Problems are highlighted until every row is fixed.
03
Download
Download the CSV and import it in Zoho CRM under Contacts, matching each column to a field.
Why use a form?
Zoho won't import a contact without a last name.
Every mandatory field has to be filled in on every row, and for contacts that's the last name. Spreadsheets from other people often have one Name column, blanks and the same person twice.
A form fixes that at the source, with the person who knows the right details.
Missing last names
Every row needs one before the CSV can be downloaded.
Full names in one column
First and last names are separate columns from the start.
Duplicates
Repeated emails are highlighted, so nobody is imported twice.
Zoho CRM CSV template
Importing contacts into Zoho CRM
Zoho CRM imports contacts from a CSV or Excel file. During the import you match each column in your file to a Zoho field, and every mandatory field must be matched and filled in on every row. For contacts, the mandatory field is Last Name, although your organisation can make others required too.
One of the most common problems is a single Name column. If full names end up in Last Name, every contact's surname is wrong. This template keeps First Name and Last Name separate and won't export until every row has a last name.
Emails are checked as they're typed and must be unique, phones are checked as phone numbers, and zip codes are kept as text so leading zeros survive. The columns use Zoho's standard contact field names, so the mapping step is quick.
Need custom fields, picklist values or other modules such as Leads or Accounts? Create your own form with the columns you use in Zoho. The export uses whatever headers you set.
Need a CSV form of your own?
Create a custom Import Builder form with your own fields, validation and row limits.
Get started