Operelio
MailchimpFreshsales

How to import Mailchimp into Freshsales

13 of the 13 columns in a Mailchimp export, mapped into 10 Freshsales fields under Freshsales' own names.

Download the Excel templateUse this template free

Free · 19 KB · Excel 365 or Google Sheets

Check your Mailchimp export first

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

One Mailchimp row, through the templatecopied as it ischanged on the way1explained below
  • First Name to First NameSarah
  • Last Name to Last NamePentland
  • Email Address to Emaillowercasedsarah.pentland@example.com
  • Phone Number to Work Number+44 7700 900658
  • Address to Address17 High Street
  • City to CityOxford
  • State to StateOxfordshire
  • Zip to Zip CodeOX1 4AH
  • Country to CountryUnited Kingdom
  • NOTES, MEMBER_RATING, OPTIN_TIME, TAGS to Description1joined, with labelsNotes: Asked about the annual plan. | Mailchimp rating: 4 | Opted in: 2026-03-02 10:41:07 | Tags: "Webinar", "Newsletter"

Where Mailchimp and Freshsales don’t line up

1

Four columns kept in Description

This template gives NOTES, MEMBER_RATING, OPTIN_TIME and TAGS no Freshsales field of their own.

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

MailchimpNOTES Asked about the annual plan.
MEMBER_RATING 4
OPTIN_TIME 2026-03-02 10:41:07
FreshsalesNotes: Asked about the annual plan. | Mailchimp rating: 4 | Opted in: 2026-03-02 10:41:07 | Tags: "Webinar", "Newsletter"

Check your Mailchimp export before you import it

Looks for the 13 columns this template reads, and what Freshsales would skip.

Drop your Mailchimp CSV here

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

Mailchimp to Freshsales in three steps

Step 1Export from Mailchimp
  1. Click Audience, and choose the audience from the dropdown if you have more than one.
  2. Click Export audience.
  3. Click Export CSV and wait for the email saying the export is complete.
  4. Download the file. It may arrive as a ZIP with one CSV per contact status.

Only Owners and Admins can export audiences, and the files stay in your account for 30 days.

Mailchimp: View or export contacts
Step 2Paste into the template
  1. Paste the export at A1 of Paste Mailchimp export here.
  2. Start here checks all 13 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 10 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 NOTES, MEMBER_RATING and the other columns go?

Into Description on each contact, labeled like "Notes: Asked about the annual plan. | Mailchimp rating: 4 | Opted in: 2026-03-02 10:41:07 | Tags: "Webinar", "Newsletter"".

What about unsubscribed contacts?

Mailchimp exports include subscribed and unsubscribed addresses. Filter unsubscribed rows out of the CSV before upload to avoid importing people who opted out.

Duplicates and undoing an import: Freshsales import questions.

Try this template free

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

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