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Exporting WSO2 Identity Server User Information to Zoho CRM

Zoho is a web-based online office suite containing word processing, spreadsheets, presentations, databases, note-taking, wikis, web conferencing, customer relationship management, project management, invoicing, and other applications. This topic provides instructions on exporting user data from WSO2 Identity Server (WSO2 IS) to Zoho.

Let's get started!

Before you begin!

Create the users.csv file by following the instructions in Exporting User Data From WSO2 Identity Server.

Try it Out

  1. Login to Zoho.
  2. Click on Contacts.
  3. Click Import > Import Contacts.
  4. Click Browse in the From File section.
  5. Select the created users.csv file and click Next.
  6. Select upload method out of the following and click Next.
    • Add as new Contacts
    • Update existing Contacts only
    • Both
  7. Map CSV data fields with Zoho data fields.
  8. Click Next and then finally, click on Finish.

For more information on Zoho CRM data import, see Importing Data to Zoho CRM