Skip to content
FirstHive Logo FirstHive

Import Customers From CRM - Zoho

You can import customer data from Zoho CRM. Each upload creates or updates a Datalist and can be tagged for filtering, segmentation, or access control.

Perform the following steps to import customers from Zoho CRM:

  1. Navigate to Data > Import Customers from the left menu.
  2. In Name your list, enter a name for the Datalist where this data will be stored.
  3. In Tags, add any keywords to help identify or segment the uploaded data (optional).
  4. From the dropdown, select Zoho CRM as your data source.
  5. Enter your Zoho CRM User Name in the provided field.
  6. Enter your Zoho CRM Password in the provided field.
  7. Click Continue to validate credentials and initiate the import.

Note: Once authenticated, FirstHive accesses your Zoho CRM contacts, validates the data, and maps the fields to the standard schema. Upon successful upload, you can see the list under Manage Datalists.