Can I import contacts into Zoho CRM without losing existing data?

[miaanderson]

Need to import contact file into Zoho CRM without data disruption and data loss. If anyone have reliable solution for this then let me know

 

[jesiahmiller]

You can bring contacts into Zoho CRM without losing any data you already have. Zoho CRM makes it simple and safe to add new contacts without changing the information that's already there. Zoho CRM gives you different choices during the import process, such as the ability to skip over similar records or updating only specific fields. Your old contacts will stay safe and unchanged as long as you use the right settings and check your import file twice.

It's important to have your contact information in the right order so that the exchange goes more smoothly. Comma-Separated Values (CSV) files are often accepted by Zoho CRM. If your contact information is in VCF (vCard) format, you'll need to convert it to CSV format first. This is often the case when saving from phones or email apps.

For this, you can use a reliable tool like WholeClear VCF to CSV Converter, because by automating the process of the conversion of the files you can save your valuable time as well as efforts at the same time. This software helps you quickly convert your VCF files into CSV files, which are fully compatible with Zoho CRM. It makes sure that the converted data is easy to share and saves all the contact information. Using such a tool saves time, reduces the chances of errors, and makes the entire process more efficient.

Working steps of this software:-

• Download and Set up this application.
• Then browse the vCard files you want to migrated to CSV.
• Choose a location for saving the resultant file on your system.
• Lastly, click on “Convert Now” button.

This software can resolve your problem of converting the files with security and also features a free trial in which you can test it out without paying for it.

 

[theowatson]

When you add contacts to Zoho CRM, you won't lose any of the data you already have. Zoho CRM lets you add new contacts while keeping the ones you already have safe. The important thing is to make sure that when you add the new data, it is mapped to the right fields. This way, nothing gets lost.

You might need to change your contacts from a VCF file to a CSV file before you can load them into Zoho CRM. With the DataVare VCF to CSV Converter, this will go more quickly. This tool makes it easy to change your VCF files into CSV files that Zoho CRM can read. It has a graphical user interface that is simple to use. You can also use this software for free and convert some vCard files to CSV without any cost by using its free demo version.

 

[matthewlewis]

Without losing any of your old info, you can add contacts to Zoho CRM. Make sure to check the import settings again, especially the "duplicate handling" setting, to avoid overwriting anything by mistake. I had a problem like this too, though it wasn't the same. What really helped me was using the Softaken VCF to CSV Converter Software. It let me export vCard files to CSV files, which Zoho CRM can understand. Once I had everything in CSV format, I just imported the file into Zoho, and all of my contacts appeared along with the ones that were already there. So yes, it’s totally possible and I’d definitely recommend trying that converter tool—it really makes the process smoother.