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How to migrate Salesforce to Zoho Contacts

12 of the 12 columns in a Salesforce export, mapped into 12 Zoho Contacts fields under Zoho's own names.

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your Salesforce export first

Built on Salesforce’s export columnsChecked against Zoho’s import rulesUpdated October 3, 2026

One Salesforce row, through the templatecopied as it ischanged on the way
  • First Name to First NameDavid
  • Last Name to Last NameGarcia
  • Email to Emaillowercaseddavid.garcia@lumenlabs.example.com
  • Phone to Phone+1 503-555-0195
  • Mobile Phone to Mobile+1 503-555-0196
  • Account Name to Account NameLumen Labs
  • Title to TitleSales Operations Lead
  • Mailing Street to Mailing Street12 SW Watson Avenue
  • Mailing City to Mailing CityBeaverton
  • Mailing State to Mailing StateOR
  • Mailing Country to Mailing CountryUnited States
  • Description to DescriptionRenewal due in March.

Check your Salesforce export before you import it

Looks for the 12 columns this template reads, and what Zoho would skip.

Drop your Salesforce CSV here

Runs in your browser. Nothing is uploaded, and results are counts only.

Salesforce to Zoho in three steps

Step 1Export from Salesforce
  1. Build or open a Leads or Contacts report.
  2. From the report's dropdown, choose Export.
  3. Choose Details Only and pick .csv.
  4. Click Export and save the file.

You need the Export Reports permission. A report export takes up to 100,000 rows and 100 columns.

Salesforce: Export a report
Step 2Paste into the template
  1. Paste the export at A1 of Paste Salesforce export here.
  2. Start here checks all 12 columns were found.
  3. Save Zoho Contacts import as a CSV.

Works in Excel for Microsoft 365 and Google Sheets. Excel 2019 and older, Apple Numbers and LibreOffice can't run the formulas this file uses.

Just the 12 headers as a CSV

Step 3Import into Zoho
  1. Open the Contacts tab, click the down arrow next to the Create button and choose Import.
  2. Drop in or browse to your CSV, XLS or XLSX file, set the character encoding if needed and click Next.
  3. Choose Add as new, Update existing only or Both, and the field that identifies an existing record.
  4. Map each column to a Zoho CRM field; for a lookup, choose the field that identifies the linked record.
  5. Set the assignment, approval and automation options, accept the anti-spam policy and submit.
Zoho CRM's importer, screen by screen

Operelio, with the same template

Fixes the capitals in names, formats phone numbers, removes duplicate and blank rows, which the Excel file leaves to you. On every plan. Email verification from Starter.

Use this template in Operelio

Questions

Where does Salesforce's export fill Last Name, which Zoho requires?

Last Name comes from Salesforce's Last Name column. The checker above counts the rows with Last Name blank.

Why does Account Name go to Account_Name?

Zoho uses Account_Name on the contact to link the contact to a company record (Account). If the account doesn't exist yet, Zoho creates one during import.

Duplicates and undoing an import: Zoho CRM import questions.

Try this template free

Upload your Salesforce export and download a file Zoho can import. No credit card needed.

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