Importing a Portugal phone number list into Zoho CRM requires careful preparation to ensure data integrity and effective use within the system. Follow these steps for a smooth process.
First, clean and format your Portugal list meticulously. Ensure phone numbers adhere to Portuguese standards, ideally using the international format (+351 ...) for consistency. Remove duplicates and any invalid entries beforehand. Organize your data in a clean spreadsheet format like CSV or XLSX, with clear column headers that match Zoho CRM field names (e.g., 'First Name', 'Last Name', 'Phone', 'Email', 'Company').
Next, log in to your Zoho CRM account. Navigate to the 'Setup' menu and select 'Import Records'. If it's your first import, you might need to install the Zoho CRM Integration app from Zoho Marketplace.
Choose the module where you want to add the contacts, typically 'Contacts' or 'Leads'. Zoho will prompt you to upload your prepared file (CSV/XLSX). After uploading, map the columns from your file to the portugal phone number list corresponding fields in Zoho CRM. Pay close attention to ensure the 'Phone' column is correctly mapped.
During the mapping step, decide how to handle potential duplicates. Zoho offers options to skip duplicates, update existing records, or prompt for action. Configure this based on your needs, often using the Email or Phone number as the matching criteria.
Review the import settings carefully, including the record owner and any specific field requirements. Once everything is verified, initiate the import process. Zoho will process the file, which may take time depending on the list size. Monitor the progress and check for any errors or notifications upon completion. Verify a sample of imported records within Zoho CRM to confirm accuracy.