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IntercomFreshsales

How to import Intercom into Freshsales

9 of the 9 columns in an Intercom export, mapped into 9 Freshsales fields under Freshsales' own names.

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your Intercom export first

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

One Intercom row, through the templatecopied as it ischanged on the way1explained below
  • Name to First Name1first partSarah
  • Name to Last Name1restPentland
  • Email to Emaillowercasedsarah.pentland@pemberton.example.com
  • Phone to Work Number+44 20 7946 0839
  • Company name to Company NamePemberton Foods
  • Job title to Job TitlePartnerships Lead
  • City to CityLondon
  • Country to CountryUnited Kingdom
  • Created at, Last seen to Description2joined, with labelsIntercom created: 2026-01-11 | Last seen: 2026-09-30

Where Intercom and Freshsales don’t line up

1

One Name column, two name fields

Intercom gives the whole name in Name, and Freshsales keeps First Name and Last Name apart.

The template takes the first word for First Name and the rest for Last Name.

IntercomSarah Pentland
FreshsalesSarah · Pentland
2

Two columns kept in Description

This template gives Created at and Last seen no Freshsales field of their own.

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

IntercomCreated at 2026-01-11
Last seen 2026-09-30
FreshsalesIntercom created: 2026-01-11 | Last seen: 2026-09-30

Check your Intercom export before you import it

Looks for the 9 columns this template reads, and what Freshsales would skip.

Drop your Intercom CSV here

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

Intercom to Freshsales in three steps

Step 1Export from Intercom
  1. Go to Contacts and select the users.
  2. Click the More dropdown and select Export users.
  3. Choose the displayed columns or all columns.
  4. Click export these users, then open the CSV link Intercom emails you.

The emailed link to the CSV expires after one hour.

Intercom: Export users, leads or company data
Step 2Paste into the template
  1. Paste the export at A1 of Paste Intercom export here.
  2. Start here checks all 9 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 9 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 Intercom's Phone column go in Freshsales?

To Work Number on the contact.

Where do Created at and Last seen go?

Into Description on each contact, labeled like "Intercom created: 2026-01-11 | Last seen: 2026-09-30".

How does the Name column split?

Intercom's contacts export ships the full name in one Name column. The template splits it into First Name and Last Name on the first space. A single-word name goes to First Name and leaves Last Name empty. Freshsales requires Last Name, so rows with single-word names will fail to import. Scan your CSV for single-word names before running and add a last name where possible.

Duplicates and undoing an import: Freshsales import questions.

Try this template free

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

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