Operelio
ActiveCampaignFreshsales

How to import ActiveCampaign into Freshsales

12 of the 14 columns in an ActiveCampaign export, mapped into 12 Freshsales fields under Freshsales' own names.

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Free · 18 KB · Excel 365 or Google Sheets

Check your ActiveCampaign export first

Built on ActiveCampaign’s export columnsChecked against Freshsales’ import rulesUpdated October 3, 2026

One ActiveCampaign row, through the templatecopied as it ischanged on the way1explained below
  • First Name to First NamePriya
  • Last Name to Last NameNair
  • Email to Emaillowercasedpriya.nair@pemberton.example.com
  • Phone to Work Number+1 503-555-0192
  • Organization to Company NamePemberton Foods
  • Job Title to Job TitleFinance Manager
  • Mailing Address 1 to Address88 NE Broadway
  • Mailing City to CityPortland
  • Mailing State to StateOR
  • Mailing Zip to Zip Code97232
  • Mailing Country to CountryUnited States
  • Tags to Description1joined, with labelsTags: trial, webinar-attendee
Not imported: Status and Date Unsubscribed. The template leaves these out; map any to a custom field in Operelio.

Where ActiveCampaign and Freshsales don’t line up

1

One column kept in Description

This template gives Tags no Freshsales field of its own.

The template writes them into Description, each with its label, and leaves empty ones out.

ExportTags trial, webinar-attendee
FreshsalesTags: trial, webinar-attendee

Check your ActiveCampaign export before you import it

Looks for the 12 columns this template reads, and what Freshsales would skip.

Drop your ActiveCampaign CSV here

Runs in your browser. Nothing is uploaded, and results are counts only.

ActiveCampaign to Freshsales in three steps

Step 1Export from ActiveCampaign
  1. Click Contacts in the left menu.
  2. Click the three dots at the top right of the Contacts page and choose Export.
  3. Name the export and pick the fields you want.
  4. Click Export, then download the file from the Exports page within 7 days.

Contact notes can't be exported, and each contact's tags come in a single column.

ActiveCampaign: Export all contacts
Step 2Paste into the template
  1. Paste the export at A1 of Paste your export here.
  2. Start here checks all 12 columns were found.
  3. Save Freshsales Contacts import as a CSV.

Works in Excel for Microsoft 365 and Google Sheets. Excel 2019 and older, Apple Numbers and LibreOffice can't run the formulas this file uses.

Just the 12 headers as a CSV

Step 3Import into Freshsales
  1. Go to Contacts in the left navigation bar and choose Import from CSV/XLSX.
  2. Choose contacts only, or accounts along with contacts, and upload the file.
  3. Check the field mapping and set the date format.
  4. Choose whether to create new records, update existing ones or both, and who owns them.
  5. Click Import Now.
Freshsales' importer, screen by screen

Operelio, with the same template

Fixes the capitals in names, formats phone numbers, removes duplicate and blank rows, which the Excel file leaves to you. On every plan. Email verification from Starter.

Use this template in Operelio

Questions

Where does ActiveCampaign's Phone column go in Freshsales?

To Work Number on the contact.

Where does Tags go?

Into Description on each contact, labeled like "Tags: trial, webinar-attendee".

What about unsubscribed contacts?

Filter rows where Status is 'Unsubscribed' or 'Bounced' before upload to avoid importing contacts who've opted out.

Duplicates and undoing an import: Freshsales import questions.

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Upload your ActiveCampaign export and download a file Freshsales can import. No credit card needed.

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