Import leads to Zoho CRM

Steps to be followed:

• * Make sure that the CSV file contains all the necessary information.

• * Create a column with header "id" and populate it with Contact Id by removing "zcrm_"
• * For reference, you can use the formula =REPLACE(A2,1,5,"") where A2 is the row, 1 is the first character (z), 5 is the fifth character ( _ ), and "" is replacing text. It indicates that the first 5 characters of the 2nd row of the CONTACT ID table are replaced with "".
• * Also, make sure that there are no ASCII or decimal characters in Phone or Mobile fields.
• * Once done file will look like the below image.

• *  Next, upload the CSV file to TxDialer and make sure the proper field is mapped for the Phone field in TxDialer as shown in the image.