Zoho import templates and field mappings
What a Zoho import actually fills, field by field, with the API name for each one. 19 fields across 24 ready-made mappings for 17 different exports. Operelio formats the file and Zoho imports it.
Required fields an export often cannot fill
Zoho refuses a row without these. Most exports do not contain them, which is why an import fails on a field nobody chose to leave out.
Company
Company6 exports cannot fill itZoho requires Company on every lead. Email-marketing subscribers often have no organization set, leaving Organization blank.
What to do: Before upload, fill blank Organization cells with a placeholder like 'Unknown'. Or bulk-edit Company in Zoho after import on the new leads.
Last Name
Last_Name5 exports cannot fill itZoho requires Last Name on every lead. ActiveCampaign exports the column, but subscribers who signed up with only an email leave Last Name blank.
What to do: Before upload, fill any blank Last Name cells with a placeholder like 'Unknown' so every row passes Zoho's import validation.
The fields Operelio maps into Zoho
Ordered by how many of the 24 templates fill each one, so what a typical import populates comes first. The API name is what Zoho calls the field underneath its label.
| Field | API name | Templates |
|---|---|---|
Email | 24 | |
| First Name | First_Name | 24 |
| Last Name | Last_Name | 24 |
| Phone | Phone | 20 |
| Title | Title | 19 |
| Account Name | Account_Name | 12 |
| Company | Company | 10 |
| Mailing City | Mailing_City | 10 |
| Mailing Country | Mailing_Country | 10 |
| Mailing State | Mailing_State | 10 |
| Lead Source | Lead_Source | 8 |
| Lead Status | Lead_Status | 8 |
| Mobile | Mobile | 8 |
| Mailing Street | Mailing_Street | 7 |
| Mailing Zip | Mailing_Zip | 6 |
| Description | Description | 5 |
| City | City | 1 |
| Country | Country | 1 |
| State | State | 1 |
Every template also lists the columns it deliberately does not map, and why, on its own page.
How the data gets into Zoho
Operelio formats the file for Zoho on every plan, including Free, and you import it with Zoho’s own importer. Direct push currently covers HubSpot, Salesforce and Pipedrive.
- Columns are renamed to the field names Zoho expects, so its importer matches them instead of asking you to map each one by hand.
- Values are cleaned on the way through: emails lowercased and trimmed, phone numbers put into international format, names title-cased. Each template lists the transform it applies to every field.
- Rows that would fail are shown before you download, not after the import rejects them.
24 mappings into Zoho
Questions
Which fields does Operelio map into Zoho?
19 across the 24 Zoho templates: Email, First Name, Last Name, Phone, Title, Account Name and the rest. Every mapping shows the API name Zoho expects next to its label, and you can change any of them before the file is written.
Can Operelio send data straight into Zoho?
Not yet. Operelio formats the file for Zoho on every plan including Free, and you import it with Zoho's own importer. Direct push currently covers HubSpot, Salesforce and Pipedrive.
How many exports have a ready-made Zoho mapping?
17, covering the usual prospecting, forms, commerce and CRM-to-CRM sources. Each one is a full field-by-field mapping you can use as it comes or adjust, and a source with no template can be mapped by hand in the CRM Formatter.
What if my export has no Company?
Zoho requires Company on every lead. Email-marketing subscribers often have no organization set, leaving Organization blank. Before upload, fill blank Organization cells with a placeholder like 'Unknown'. Or bulk-edit Company in Zoho after import on the new leads. Of the exports with a Zoho template, 6 do not carry Company, so the template says so before you run the import rather than after it fails.