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CalendlyFreshsales

How to import Calendly into Freshsales

8 of the 8 columns in a Calendly export, mapped into 5 Freshsales fields under Freshsales' own names.

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your Calendly export first

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

One Calendly row, through the templatecopied as it ischanged on the way1explained below
  • Invitee First Name to First NameDavid
  • Invitee Last Name to Last NameGarcia
  • Invitee Email to Emaillowercaseddavid.garcia@example.com
  • Text Reminder Number to Mobile Number+44 7700 900730
  • Event Type Name, Start Date & Time, Response 1, Invitee Time Zone to Description1joined, with labelsBooked: 30 Minute Demo | Meeting time: 2026-09-08 14:00 | Response: Looking to clean our CRM imports | Time zone: Europe/London

Where Calendly and Freshsales don’t line up

1

Four columns kept in Description

This template gives Event Type Name, Start Date & Time, Response 1 and Invitee Time Zone no Freshsales field of their own.

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

CalendlyEvent Type Name 30 Minute Demo
Start Date & Time 2026-09-08 14:00
Response 1 Looking to clean our CRM imports
FreshsalesBooked: 30 Minute Demo | Meeting time: 2026-09-08 14:00 | Response: Looking to clean our CRM imports | Time zone: Europe/London

Check your Calendly export before you import it

Looks for the 8 columns this template reads, and what Freshsales would skip.

Drop your Calendly CSV here

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

Calendly to Freshsales in three steps

Step 1Export from Calendly
  1. Go to the Calendar page.
  2. Use Filter to narrow by date, team member or event type.
  3. Select Export in the top right corner.
  4. The CSV downloads, or arrives by email for a large export.

Calendly lists export on its paid plans; the Free plan is not among them.

Calendly: Tracking and reporting
Step 2Paste into the template
  1. Paste the export at A1 of Paste Calendly export here.
  2. Start here checks all 8 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 5 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 do Event Type Name, Start Date & Time and the other columns go?

Into Description on each contact, labeled like "Booked: 30 Minute Demo | Meeting time: 2026-09-08 14:00 | Response: Looking to clean our CRM imports | Time zone: Europe/London".

Why does Text Reminder Number go to mobile_number?

Calendly's Text Reminder Number is the phone number invitees provide to receive SMS reminders, so it's typically their mobile. Freshsales splits phone into Work and Mobile, so the template maps this column to mobile_number by default.

Duplicates and undoing an import: Freshsales import questions.

Try this template free

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

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