Import and Export Contacts

In this section, you’ll know how you can:

Import contacts

You can import a contact/contact persons individually or import contacts listed from your Zoho CRM module.

Import Contacts and Import Contact Persons

To import contacts or contact persons, follow these steps:

Import contacts dropdown

Import from G Suite

To import contacts from G Suite, follow the steps below:

Import contacts from G Suite

Import Contacts from Zoho CRM

Once the integration has been completed, you will be able to configure and fetch your Zoho CRM contacts into Zoho Books.

Export Contacts

You might also want to export your Zoho Books Contacts and store it in your computer. Exporting contacts is just like exporting any other type of data out of zoho Books. To export your list of Zoho Books contacts, please follow the steps in this link.

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