When you import related records into Zoho CRM (for example, deals linked to contacts), match contacts and users by their email address, not their name. Accounts are matched by Account Name, so each account name must be unique.

Applies to: Zoho CRM – All clients

Background

Zoho CRM lets you import related records. When the related record has an email address (for example, contacts or users), the sample file shows the contact or user name, but what you actually need to import is their email address. CRM treats the email address as the unique identifier.

Note: In standard CRM, email isn't set as a unique field, so two contacts can technically share an email address (for example, two people using the same info@ address). This is rare and should be avoided.

Importing deals

In the sample file, the contact linked to a deal is in the Contact Name column. When you map that column in CRM, it needs the contact's email address. For this to work, each contact must have a unique email address (no two contacts with the same email address).

Importing records linked to accounts

Account records don't have an email address, so they are identified by Account Name. If you keep several branches of one company as separate accounts in CRM, give each one a unique name.