How to Import Contacts Data from Zoho CRM into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import your Zoho CRM Contacts data into Excel using Coefficient for enhanced contact management and reporting.

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Importing Contacts data from Zoho CRM into Excel helps you manage contacts and analyze relationships effectively. Coefficient ensures your data stays live and accurate.

This tutorial will guide you through importing your Zoho CRM Contacts data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.

  • Step 2:

    Step 2. Connect your Zoho CRM account and select the Contacts object to import.

  • Step 3:

    Step 3. (Optional) Set up auto-refresh to keep your data updated automatically.

Available Zoho CRM Objects

  • Calls
  • Leads
  • Accounts
  • Tasks
  • Organizations
  • Contacts
  • Deals
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Auto-refresh options for imported data with daily, hourly, and weekly scheduling.
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