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How to Import Zoho CRM Data to Airtable

Sep 8, 2022ā€¢Rosie Threlfall

By using the free Data Fetcher extension for Airtable, you can quickly and easily import data from Zoho CRM into an Airtable base.

If you don't already have a Zoho CRM account, you canĀ sign up here.

For this example, we'll be importing a list of deals from Zoho CRM into Airtable. Data Fetcher can also be used to import other data from Zoho, such as contacts, leads or events.

What is Zoho CRM?

Zoho CRM is a customer relationship management platform used to manage leads and combine customer support activities and marketing on one platform.

Install Data Fetcher

If you haven't already, you'll need to create an Airtable base and install Data Fetcher by visiting the Airtable marketplace. Data Fetcher is a free extension used to import many different types of data from different applications and websites into Airtable.

Once the extension has been added to your base, create a new Data Fetcher account or sign in to your existing account using the 'Have an account?' button on the bottom left.

It's also possible to sign-up for Data Fetcher with your Google account by selecting 'Continue with Google'.Ā 

Data Fetcher Sign Up

Import Zoho CRM Data to Airtable

Data Fetcher requests are how data is imported into Airtable. You can create multiple requests within one installation of Data Fetcher in an Airtable base.

Click on 'Create your first request' from the Data Fetcher home screen.

Create your first request in Data Fetcher

On the create request screen, select 'Zoho CRM' for Application.

Zoho CRM

Next, you'll need to authorize your Zoho CRM account to connect to Data Fetcher by clicking '+ New Zoho CRM Connection'.

Zoho-CRM-2.png

Then log into your Zoho CRM account.

Zoho-CRM-3.png

Click 'Accept' to allow Data Fetcher access to the data in your Zoho CRM account.

Zoho-CRM-4.png

Next, in Data Fetcher select 'List all deals' for Endpoint.

Zoho-CRM-5.png

Give your request a name such as 'Import Zoho Deals' and click 'Save & Continue'.

Zoho-CRM-5.png

On the next screen, use the Fields option to specify which fields from your Zoho deals to import.

For this example, we'll import: 'Deal owner', 'Amount', 'Deal Name', 'Stage' and 'Closing Date'.

The Custom view option allows you to only import specific deals (e.g. 'Deals closing this month' or 'New last week'). For this example, we'll leave it blank.

Click 'Save & Run'.

Zoho-CRM-6.png

TheĀ Response field mappingĀ modal will now open and you can choose which fields to import from your deals in Zoho CMS.

For each field you import, you can either map it to an existing field in your spreadsheet or create a new one. You are also able to choose an Airtable field type for any new fields and specify a name.

Click Filter all to remove any pre-selected fields, then use theĀ Find fieldĀ search bar to easily locate the fields you want to import.

For this example, we will import the following fields: 'Owner email', 'Deal Name', 'Amount', 'Stage', 'Id' and 'Closing Date'.

Map the 'Amount' field to a currency field and make sure you import the 'Id' field as we'll use this to ensure our data is syncing properly.

Click 'Save & Run'.

Zoho-CRM-7.png

You can now see all of your imported Zoho CRM deals in your Airtable base.

Zoho-CRM-8.png

In order to ensure Data Fetcher is able to match up items in Zoho with records in Airtable, navigate to 'Advanced settings' in Data Fetcher and forĀ Update Based on Field select 'Id'.Ā (We can use any unique field such as 'Id' to do this.)

Click 'Save'

toggl-Id.png

Schedule Zoho CRM Data to Import into Airtable Automatically

At the moment you need to manually click 'Run' in Data Fetcher to import any updates to your Zoho deals. It is however possible to run the request automatically at regular intervals using scheduling.

Scheduling is a paid Data Fetcher feature, so if you haven't already, you will need to upgrade your account. In Data Fetcher, scroll toĀ ScheduleĀ and click 'Upgrade'.

schedule-requests.png

Choose a plan from the different options depending on your needs and enter your payment details.

data fetcher upgrade options

Back in Data Fetcher, click 'I've done this'.

schedule-upgrade.png

Click 'Add API key' and copy and paste your Airtable API key. You can find your Airtable API key here.

Group 11(1).png

Enter your Airtable API key and click 'Save'.

save-airtable-api-key.png

Toggle Schedule this request to on.

schedule-data-fetcher-request.png

Select a schedule based on intervals of 'Minutes', 'Hours', 'Days' or 'Months'. Click 'Save', and any changes to your Zoho deals will automatically import into your Airtable base on your chosen schedule.

schedule-a-sequence-intervals.png

What other Zoho CRM Data can I import to Airtable?

By choosing a different Endpoint in Data Fetcher, you can import many different types of data from your Zoho CRM account.

For example, to import leads rather than deals, select 'List all leads'.

You can also try these endpoints:

  • List all accounts
  • List all campaigns
  • List all events
  • List all tasks

The other steps are the same. You'll need to map the leads field to the fields in your table and set an Update Based on Field. You can then set a schedule to import these automatically.

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