PRE-REQUSITES:

1. Dropdown: In case the field type is a drop down, ensure all values under that specific column is already present in the Freshsales custom fields. If not, create the value before adding the account.
2. The Account name is a unique field. Multiple accounts with the same Account Name cannot be created.

3. No. of Employees column: Ensure that the exact number of employees are specified in this column. Avoid giving this data in the form of a range.


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 need to do to import accounts from a CSV file. They are described in detail below:

1. Preparing your CSV file

2. Importing the file

3. Mapping fields

4. Reasons for failure of data import


1. Preparing your CSV file:

  • The email address of the user under the column “OWNER” should be the same as the one used during that specific user’s configuration. This would ensure correct mapping during import.
  • The file size should not exceed MB.
  • Required columns: Ensure your.CSV has the required column, “NAME”(account name).
  • If you need to create custom fields then create them before you begin the import.
  • To map your column as a drop-down field (both default and custom drop-down fields), add the choices for that drop down before you begin the import.
  • 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:

    Last Name

    Competitors involved

    Laer Bloomington

    Tracton Inc; Hilvell Org; Boton Space Ltd

    Sarah Neruvisk

    Niller Co; Hilvell Org

Note: If you also want to import the corresponding Parent accounts, the match is done by the Parent Account's name and not ID


2. Importing the file:

Here's how you import accounts from your CSV file,

  • Go to Admin Settings > Accounts CSV Import > Data Import
  • In the Import Accounts overlay, click Upload your CSV file and browse through the files on your device to choose the desired CSV file. 
  • To replace the uploaded CSV file, click Remove and start afresh.
  • Once you've uploaded a CSV file, choose one of the three option
    • 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 Name 

  • Hit Next.





3. Mapping columns of the CSV to fields:

The Map Columns To Freshsales Fields overlay that you now see is exclusively for mapping the columns in your CSV file with the fields available in Freshsales.
Mapping the fields is critical to the success of the import, so here’s a list of know-hows to help you do it right.
  • 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 a column to another column, you will have to remove that mapping. The field that is removed now becomes available for mapping with other columns. 
  • 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 via 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.
  • After you’re done mapping the fields, hit Import.
  • Once the import is done, you will receive a confirmation email with import log of successful and errored record logs.


4. Reasons for failure of data import.

Why did some of my data not get imported?

       

           When importing accounts, these are the possible reasons for the failure of data import: 

  • Invalid email address - If the email addresses in your CSV file aren’t of the proper format (e.g: jamesampleton@sales, jeangrey.com) 
  • Unmapped Columns - Columns that aren’t mapped with any of the fields in Freshsales.
  • Improper Field Type - If the field type is different from the type of value in the column.
  • Drop-down Values - If you’re mapping a column with values for a picklist (such as Radio button/Checkbox/Drop down menu) with a field in Freshsales (also a picklist), you need to 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 radio button (field) in Freshsales, make sure that that radio button has 1, 2, 3 as the field’s choices.
  • Checkbox column values: If you want to map one of the fields as a check box, it should only contain True or False. If not, the import for that column would remain blank and the process will move on.