Importing Contacts from G Suite

Importing Contacts from G Suite

The Import Contacts feature helps you import contacts from G Suite to Zoho CRM. It gives you the advantage of accessing your Google contacts from Zoho CRM, without having to sign in to your Google account, every time you want to import. The imported contacts from G Suite will be assigned to you and shared with Zoho CRM users as per your organizationa's hierarchy. We recommend that you import business contacts only.

Standard Field Mapping

Zoho CRM Field
Google Apps Field
First Name
-
Last Name
Name
Email
Email
Phone
Phone
-
Address
-
Website
Birthday
Birthday
Description
Notes


To import contacts from G Suite, follow these steps:

  1. In G Suite, click on  (the Apps icon).
  2. Click More > Zoho CRM.
    You will be redirected to Zoho CRM.
  3. In Zoho CRM, go to Setup > Marketplace > Google> Contacts .
  4. In the Import from Google Contacts Apps page, select the contacts and then click Add Now.
  5. In the Map Fields page, map the CRM fields with Google Apps fields and then click Next.
    Your G Suite contacts are imported into Zoho CRM.
Note
  • You need to log in to G Suite only the very first time you want to import contacts.
  • After importing, your contacts are shared with other users as per the role-based hierarchy configuration in your Zoho CRM account.
  • It is are strongly recommended to import only business contacts to Zoho CRM.
  • While importing data, a duplicate check is performed automatically.

SEE ALSO


    • Related Articles

    • Synchronizing the G Suite Contacts

      Keeping up-to-date contacts in both Zoho CRM and Google Contacts is now made easy with the Contacts Synchronization feature. It helps you to configure one-way or two-way sync schedules that will automatically sync contact details. Also, you can ...

    • Adding G Suite Users to Zoho CRM

      After creating a Zoho CRM account, users with the Super Administrator's privilege can add users from G Suite to Zoho CRM. By default, the system will assign the Manager role and Standard User profile to all the users. We recommend that you review and ...

    • Zoho CRM for G Suite

      Zoho CRM for G Suite makes it easier to collaborate, communicate, and share information from a single platform. By synchronizing Google Mail account with Zoho CRM you will be able to perform the following actions from your CRM account:  Attach ...

    • G Suite for Zoho Directory

      Configure SAML in Zoho One Sign in to the Zoho One Admin Panel. Go to Marketplace, then use the search bar to find and install G Suite. Name your app and enter your Domain Name. Note: In the Google Admin console, click Domains, then ...

    • G Suite

      Import contacts from your google account or from any .csv/.vcf file and get prompted whenever you want to start a remote support session with your customer. By making use of this feature you can Import any number of contacts from google account or ...