Cube Yogi
Cube Yogi
Leader in Zoho Solutions/Consultation

Importing CSV file into Zoho Projects

Here is our approach for importing CSV file from Zoho CRM into Zoho Projects

Approach

We can import CSV file into Zoho Projects using the following steps

1. Importing CSV file into Zoho Projects

1.1 Tap on 'Imports'

1.2 Tap on 'MPP AND OTHER FILE IMPORT'

1.3 Select 'CSV'

1.4 Choose the CSV file and select the 'Project' in which you are going to import, and then tap on 'Import'

1.5 Map the required fields

1.6 Tap on 'OK'

1.7 You will receive a success notification that indicates the import for particular CSV file you choosen is scheduled (It will take some time to import after scheduling)