Supported file format: .CSV only. Please convert all your files into a .CSV before attempting to import data using Freshsales.
There are 4 important things that you'd need to know about, when you import contacts from a .CSV file. They are described in detail below:
- Preparing your CSV file
- Importing the file
- Mapping fields
- Reasons for failure of data import
Preparing your CSV file
- Make sure that your CSV file’s header row has a column that can be mapped to the field Last name for the import to be successful.
- The file shouldn’t be larger than 5MB.
- If you'd like to automatically assign leads to users in Freshsales, create a column with the email addresses of the users in Freshsales and map that column to the field Owner.
If any field is a multi-select field, the values of the field should be separated by semicolon(;) in the .CSV file. Ex: Say the field, Competitors involved is a multi-select field. Competitor column in the .CSV should be:
Tracton Inc; Hilvell Org; Boton Space Ltd
Niller Co; Hilvell Org
The email address must be the email address that the user uses to sign in to Freshsales.
Importing the file
Anybody with a Freshsales login can import contacts into the CRM.
If you have admin privileges,
- Login to Freshsales as an Administrator.
- Go to Admin settings > Import from CSV > Contacts and follow the instructions from Step 3.
For users with other privileges,
- Click the Contacts tab.
- In the contacts list view page, click Import Contacts button.
- In the Import Contacts overlay, click Upload your contact CSV file and browse through the files on your device to choose the desired file. Make sure the file format is .CSV.
- Once you have selected the file, you would see the file's name appear above the Remove button.
- If you'd like to replace the CSV file, click Remove and start afresh.
- Click the Update checkbox if you'd like to update the data of your existing contacts in Freshsales (if any) with the ones in the CSV file.
7. Once you've uploaded a CSV file, choose one of the three options
- Add new records - Add new records from the CSV file and reject duplicates.
- Add new and update existing records without overwriting values - Add new records and update only the blank fields of existing records.
- Add new and update existing records overwriting values - Add new records and update all fields of existing records overwriting the values present in the fields.
The available unique identifiers to find the record in Freshsales and update it are: ID and Email
|Note: If you want to parallelly import accounts too from the Contacts CSV, the import is done by mapping the Account Name and not Account ID.|
8. When you’re good to go, click Next to map the Freshsales fields.
The overlay Map Columns to Freshsales Fields that you now see is exclusively for mapping the columns in your CSV file with the fields available in Freshsales.
A contact’s data from your file is displayed alongside the respective headers to help you map the fields better.
The field Last name must be mapped for the import to be complete.
- Freshsales offers 40 fields by default.
- If you have columns that cannot be mapped with any of these 40 fields, you can create custom fields.
- You can create a maximum of 100 custom fields for contacts.
- You’ll need to create these custom fields before you begin the import for you to be able to map your columns with them.
- If there are columns that you do not wish to import, you can skip those columns by simply not mapping them with any field.
- As fields get mapped, they become unavailable for mapping with another column (fields are distinct).
- If you want to map a field that has already been mapped with one column to another column, you’d have to remove that field. Once you’ve removed that field, both the column and the field become available for mapping again.
- When a column is mapped to the field Name (under the category Account fields), its values are searched for matches in the Accounts tab in Freshsales. If a value matches with an existing account, the record is created as a new contact and is associated with that account. Likewise, if a match isn’t found, then a new account is created with that value and the record - the new contact, is associated with that account.
- Apart from the field Name, values of columns mapped to other related fields (identified under Account fields) such as the website or address of the company, are imported to the respective fields in the Accounts in Freshsales.
- Lastly, make sure the field type matches with the type of value in the column. For example, if you’re trying to map the column Number of times contacted, you need to find a field that accepts numeric value viz the Number field. If you’ve mapped it to a field which is a text box, then the values for the column Number of times contacted will not be imported to Freshsales.
9. After you’re done mapping the fields, hit Import.
If your CSV file is small, the import is instantaneous and you can see a green label that gives you the number of successful imports. If you’ve checked the Update check box, then you can also know the number of contacts that were updated during the import.
If the CSV file is large, you would receive an email from Freshsales that gives you the same data when the import is complete.
Where can I see my imported contacts?
You can view all the imported contacts under the New Contacts view.
Why did some of my data not get imported?
These could be the possible reasons why some of your data was not imported.
- Invalid email address - If the email addresses in your .CSV file aren’t of the proper format (e.g: johndoe@sales , johndoe.com)
- Duplication - If a contact’s email address is already present in the system, that contact is skipped. This is because each contact must have an unique email address.
- Unmapped Columns - Columns that aren’t mapped with any of the field in Freshsales.
- Improper Field Type - If the field type is different from the type of value in the column.
- Picklist Values - If you’re mapping a column with values for a picklist (such as Radio button/Checkbox/Dropdown menu) with a field in Freshsales (also a picklist), you need to be double check that the values in the column match with the choices of the field (picklist) in Freshsales.
For e.g : If you’ve got a column that has the values 1, 2, 3 for the Number of contacts attempted and want to map it to a radiobutton (field) in Freshsales, make sure that that radio button has 1, 2, 3 as the field’s choices. <