Integrations
Import your Excel or CSV into Zoho Books Customers
Drop a messy Excel or CSV export and Importly maps every column to the exact format Zoho Books Customers expects, cleans the values, and hands you a file that imports on the first try — no manual reformatting, no failed rows.
Column headers Importly recognises for Zoho Books Customers
Whatever your source file calls them, Importly matches your columns to the fields Zoho Books Customers expects:
| Field in Zoho Books Customers | Recognised from headers like |
|---|---|
| Display Name | company, company name, societe, société, entreprise, raison sociale… |
| Company Name | company, company name, societe, société, entreprise, raison sociale… |
| First Name | first name, firstname, first_name, prenom, prénom, given name… |
| Last Name | last name, lastname, last_name, nom, surname, family name… |
| EmailID | email, e-mail, mail, courriel, adresse email, adresse e-mail… |
| Phone | phone, telephone, téléphone, tel, tél, mobile… |
| MobilePhone | mobile, portable, gsm, cell, cellphone, cell phone… |
| Billing Address | address, address1, adresse, rue, street… |
| Billing City | city, ville, town, commune, localite, localité… |
| Billing State | state, province, region, région, departement, département… |
| Billing Code | postal code, zip, zipcode, zip code, code postal, code_postal… |
| Billing Country | country, pays, nation… |
How to import your file into Zoho Books Customers
- 1 Upload your Excel or CSV and pick the Zoho Books Customers profile.
- 2 Importly renames the columns, cleans every value — dates, phone numbers, amounts, countries — and drops duplicates and empty rows.
- 3 Download the cleaned file and import it into Zoho Books Customers. It maps on the first try.
Stop reformatting exports by hand.
Try Importly free