Importing Leads from Zoho and Importing from Excel spreadsheet

💬 General Discussion
1

Hello

Can you tell me if it is possible to import leads from Zoho and also new leads that have been placed in an Excel Spreadsheet - With Zoho which I currently use I map the Fields in the Spreadsheet so it imports efficently.

Please advise.

Thanks

Lesley

2

Hi Lesley,

Have you tried the import? You can map data to the relevant fields from a CSV into the fields in SuiteCRM with the import functionality.

Thanks,

Will.

3

Hi Will thanks for the response, I am using the Demo, and could not see the import functionality, could you point me in the right direction please. Many thanks Lesley

4

Hi Lesley,

We would not recommend you upload data to the demo but you would click on leads and then hover over the leads link in the top menu and there is an option to import.

Thanks,

Will.

5

Thanks Will found it, was just seeing the facilities of the package, have used Zoho for many years, did use Sugar and Salesforce too.

Very helpful Thanks Lesley