Zoho CRM
Monday.com Contacts4 fieldsHow to import Zoho CRM data into Monday.com
Moving from Zoho CRM to Monday.com? The template combines First Name and Last Name into Monday.com's single Name column, then maps email, phone, and company to board columns. Monday.com doesn't deduplicate on import, so dedupe your CSV first if Zoho has historical duplicate contacts.
Field-by-field mapping
This is the complete column mapping from Zoho CRM to Monday.com. The left column is the header in your CSV export. The right column is the Monday.com field it should map to.
| Zoho CRM column | Monday.com field | |
|---|---|---|
| First Name + Last Name | Name* Monday.com uses a single Name column on the item, so we combine the two Zoho columns into one. TransformFirst Name and Last Name combined with a space | |
| Email TransformLowercased and trimmed | ||
| Phone | Phone TransformStandardized to international format (+1, +44, etc.) | |
| Company | Company |
Required by Monday.com.
Columns we don't use
Your Zoho CRM export includes 10 columns this template doesn't map. Each one below explains why, plus the workaround if you want the data in Monday.com.
- Mobile, Title
Monday.com boards don't have default mobile-phone or job-title columns.
If you need it. Add a Phone column to your Monday.com board called Mobile and a Text column called Title, then re-run this template to map them.
- Mailing Street, Mailing City, Mailing State, Mailing Zip, Mailing Country
Monday.com boards don't have a default address-block column set. Each piece needs its own column on the board.
If you need it. Add Text columns to your Monday.com board for each address piece, then re-run this template to map them.
- Lead Source, Tag
Zoho's Lead Source and Tag columns don't have a direct Monday.com equivalent. Monday.com uses Status or Dropdown columns with custom values per board.
If you need it. Add Dropdown columns to your Monday.com board called Lead Source and Tag with values matching your Zoho data, then re-run this template to map them.
- Description
Monday.com boards don't have a default Description column on contact boards.
If you need it. Add a Long Text column to your Monday.com board called Description, then re-run this template to map it.
Formatting and cleanup
Zoho CRM exports rarely match the format Monday.com expects. Fix these before you import.
- 1.Combines First Name and Last Name into Monday.com's single Name column
- 2.Lowercases and trims email addresses
- 3.Standardizes phone numbers to international format (+1, +44, etc.)
- 4.Drops Zoho columns that don't have a default Monday.com board column
Or skip the manual work
Operelio runs this cleanup and mapping for you. Upload your Zoho CRM export and download a clean, import-ready file for Monday.com.
Zoho CRM to Monday.com FAQ
How do I export contacts from Zoho CRM?
Go to your Contacts or Leads module, select the records you need (or select all), click the three-dot menu, and choose Export to CSV.
Why do you combine First Name and Last Name?
Monday.com items have a single Name column, not separate first/last. The template combines the two Zoho columns with a space so each item displays correctly.
How does Monday.com handle duplicates on import?
Monday.com boards don't deduplicate on import. Every row in your CSV creates a new item. Run a deduplication pass on your CSV before uploading, especially with Zoho exports that may include historical duplicates.
What about Zoho deals and accounts?
This template handles contact records only. Deals and accounts require separate exports and a different import process in Monday.com.
Where do I import the CSV into Monday.com?
Open your contacts board, click the + at the top-right, choose 'Import from spreadsheet', and upload the file Operelio produces. The import wizard matches the column headers to your board columns.
