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Zoho CRMSalesforce

How to migrate Zoho CRM to Salesforce Leads

15 of the 15 columns in a Zoho CRM export, mapped into 14 Salesforce Leads fields under Salesforce's own names.

Download the Excel templateUse this template free

Free · 19 KB · Excel 365 or Google Sheets

Check your Zoho CRM export first

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

One Zoho CRM row, through the templatecopied as it ischanged on the way1explained below
  • First Name to First NameWei
  • Last Name to Last NameChen
  • Email to Emaillowercasedwei.chen@ironwood.example.com
  • Phone to Phone+44 20 7946 0713
  • Mobile to Mobile Phone+44 7700 900713
  • Company to CompanyIronwood Timber
  • Title to TitleSales Director
  • Mailing Street to Street3 Mill Lane
  • Mailing City to CityBolton
  • Mailing State to State/ProvinceGreater Manchester
  • Mailing Zip to Zip/Postal CodeBL1 2AB
  • Mailing Country to CountryUnited Kingdom
  • Description, Tag to Description1one line per entry- Zoho description: Asked for a call in the new year. - Tags: Legal, Priority
  • Lead Source to Lead SourceTrade Show

Where Zoho CRM and Salesforce don’t line up

1

Two columns kept in Description

This template gives Description and Tag no Salesforce field of their own.

The template writes them into Description, one labeled line each; a line with an empty cell is left out.

Zoho CRMDescription Asked for a call in the new year.
Tag Legal, Priority
Salesforce- Zoho description: Asked for a call in the new year. …

Check your Zoho CRM export before you import it

Looks for the 15 columns this template reads, and what Salesforce would skip.

Drop your Zoho CRM CSV here

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

Zoho CRM to Salesforce in three steps

Step 1Export from Zoho CRM
  1. Go to Setup, then Data Administration, then Export.
  2. Click Start an Export and choose Contacts or Leads.
  3. Pick CSV or XLSX.
  4. Download the ZIP. The link lasts seven days.

You need the Export permission for the module. A CSV export takes up to 200,000 records, XLSX up to 50,000.

Zoho CRM: Export CRM data
Step 2Paste into the template
  1. Paste the export at A1 of Paste Zoho CRM export here.
  2. Start here checks all 15 columns were found.
  3. Save Salesforce Leads 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 14 headers as a CSV

Step 3Import into Salesforce
  1. From Setup, type Data Import Wizard in Quick Find, select it and click Launch Wizard.
  2. Under Standard Objects, choose Leads.
  3. Choose whether to add new records, update existing ones or both, and how to match them.
  4. Drag in your CSV, check the encoding and click Next.
  5. Check the mapping, map any field left over, click Next, then Start Import.
Salesforce's Data Import Wizard, 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, a check against your Salesforce records and dropdowns, and the push, from Starter.

Use this template in Operelio

Questions

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

Last Name comes from Zoho CRM's Last Name column; Company comes from Zoho CRM's Company column. The checker above counts the rows with Last Name or Company blank.

Where do Description and Tag go?

Into Description on each lead, labeled like "- Zoho description: Asked for a call in the new year.".

Will custom Zoho fields transfer?

This template maps the Zoho fields shown above, with Description and Tag through the multi-line block. Other custom Zoho fields appear in the export but need manual mapping in Operelio.

Duplicates and undoing an import: Salesforce import questions.

Try this template free

Upload your Zoho CRM export and download a file Salesforce can import. No credit card needed. The push into Salesforce is from Starter.

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