Using Freshsales data import feature, you can import all your SalesforceIQ data to Freshsales in a single click. We import the following files -

•   Accounts
•   Contacts
•   Opportunities (Deals)
•   Opportunities comments (Notes)
•   Opportunities calls (Call)
•   Opportunities meetings (Appointments)

Mapping: The mapping we use to import your data is a static mapping we have created that best transfers your data in Freshsales. We map both default and custom fields. To map custom fields properly, create the custom field with exact name as in your CSV file. Once the import is completed, you can change the names if required.

Limits: The maximum limit on the number of records for the instantaneous import is 25000 records. If the number of records are more than 25000 records, we create a request ticket and import data in off peak hours. This generally takes 1-2 business days.

Below are the easy steps to migrate the data -

a) Configure Freshsales before import:

Add Users: Add users in Freshsales before you initiate the import so that records can have owners associated properly. Go to Admin Settings > Users > Add user. Fill in the details asked for to create new users. Give the exact name of the user as in your SalesforceIQ files so as to associate the owners to the records correctly.

Add Custom Fields: Add the custom fields present in your SalesforceIQ to Freshsales with the exact name as in the export files to migrate all the data.

To add custom fields, in addition to the existing fields provided by Freshsales, go to Admin Settings > Custom Fields > fields of respective entity. Now, choose the type of field you need and add it under Additional Information/Application Data. Give the exact name of the field as in your SalesforceIQ files so as to auto map the fields.

b) Prepare the Zip file
Export your complete SalesforceIQ data as a ZIP file. This zip file is used to import the data in Freshsales. Do not change any headers or file names present in the ZIP file.

c) Import the file

You are set to start the import now. Follow the below steps to complete the process.
1. Go to Admin Settings > Data Import to import the data.

2. Click on SalesforceIQ Migration. Check the checkboxes for creating user and custom fields once you have completed Step a) Configure Freshsales before import as mentioned above. Upload the ZIP file prepared in Step b) above.

3. Click onbutton. The import starts instantaneously and generally takes 5 mins to 1hr based on the number of records. The maximum limit on the number of records in this import is 25000 records. If the number of records are more than 25000 records, we create a request ticket and import data in off peak time. This generally takes 1-2 business days.

4. After the fields are mapped, click on the import button to start the process. Once the import is completed, a status email is sent to you.

This email contains a summary of the records imported, updated and failed. In addition to the summary, a detailed error log file is attached with the records which failed with the Error message appended as the last column. The types of errors and their fix are detailed in the next section below.

d) Fix the errors and reimport
The status email gives you detailed errors for each record. Below is the list of errors and how you can fix them. Fix these errors in the error file itself, remove the last Error message column and reimport.