Applicable plans
Sprout Blossom Garden Estate Forest

If you're using Zoho, Pipedrive, Insightly, or Salesforce IQ to manage your sales and are looking to switch to Freshsales, all you need is your data in CSV files to make the migration easy.

Here's how you can do it,

Exporting data from your CRM

  1. Export your data in CSV files.
  2. Sometimes CRM's give you your exported data in a zipped folder. If they don't, create a folder, add the necessary CSV files and zip the folder. (To zip the folder, right-click the folder and select Compress)

Data supported in Freshsales

To help you avoid data loss during the migration, here's a list of things that you need to know before you begin the import.

  • Custom fields

You can import the custom fields from your source CRM as long as you remember to create the same fields in Freshsales. The names and the field type needs to be the same for the import to be successful. For example, if you've got a custom field called FirstName you need to create a custom field in Freshsales and name it FirstName

If the custom fields are a picklist (dropdowns or radio buttons) you need to create the field along with the appropriate choices. For example if you've got a drop down called Work Experience with choices <1, 1+, 2+, 3+ you'd need to create a custom field which is a drop down, call it Work Experience and include the same choices i.e 

 <1, 1+, 2+, 3+
  • Only the following .CSV files would be imported to Freshsales. 
  1. Leads
  2. Contacts
  3. Accounts
  4. Deals
  5. Activities
    1. Tasks
    2. Appointments
    3. Notes
  • Users cannot be imported. To import users, you need to manually add them and then assign them to the necessary records.

Importing your data to Freshsales

  1. Login to Freshsales as an Administrator.
  2. Click Admin Settings and under Data Import, click Other CRM Migration.
  3. In the Import from other CRMoverlay,
    1. Choose your source CRM by clicking on the name of the CRMs displayed.

    2. Click Upload your zip file and browse the files and folders in your device to select the zip file with your exported data.
    3. If you'd like to replace the uploaded file with another, click Remove and start afresh.
    4. Click when you're done.

You can only import files that are not greater than 250 MB in size. If your file is larger, you'd receive a flash notification informing you the same. You can alternatively, upload your exported file to Google Drive or Dropbox and share it with us by clicking email in the popup that appears. 

Once the import is complete (which is about 2-3 business days), you'd receive an email with the status of the import. The email would have the following information,

  1. Number of Leads imported
  2. Number of Contacts imported
  3. Number of Accounts imported 
  4. Number of Deals imported
  5. Number of Activities
    • Number of Tasks imported
    • Number of Appointments imported
    • Number of Notes imported

If some of your data wasn't imported, you can find the details in the error log which would be attached with this email.