Operelio
SalesforceFreshsales

How to migrate Salesforce to Freshsales

13 of the 14 columns in a Salesforce export, mapped into 12 Freshsales fields under Freshsales' own names.

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your Salesforce export first

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

One Salesforce row, through the templatecopied as it ischanged on the way1explained below
  • First Name to First NameKaren
  • Last Name to Last NameWilson
  • Email to Emaillowercasedkaren.wilson@halston.example.com
  • Phone to Work Number+1 503-555-0118
  • Company to Company NameHalston Freight
  • Title to Job TitleFinance Operations Lead
  • Street to Address1200 NW Couch Street
  • City to CityPortland
  • State to StateOR
  • Zip/Postal Code to Zip Code97209
  • Country to CountryUnited States
  • Description, Lead Source to Description1joined, with labelsSalesforce description: Renewal due in March. | Lead source: Web
Not imported: Website. The template leaves it out; map any to a custom field in Operelio.

Where Salesforce and Freshsales don’t line up

1

Two columns kept in Description

This template gives Description and Lead Source no Freshsales field of their own.

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

SalesforceDescription Renewal due in March.
Lead Source Web
FreshsalesSalesforce description: Renewal due in March. | Lead source: Web

Check your Salesforce export before you import it

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

Drop your Salesforce CSV here

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

Salesforce to Freshsales in three steps

Step 1Export from Salesforce
  1. Build or open a Leads or Contacts report.
  2. From the report's dropdown, choose Export.
  3. Choose Details Only and pick .csv.
  4. Click Export and save the file.

You need the Export Reports permission. A report export takes up to 100,000 rows and 100 columns.

Salesforce: Export a report
Step 2Paste into the template
  1. Paste the export at A1 of Paste Salesforce 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 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 Salesforce's Phone column go in Freshsales?

To Work Number on the contact.

Where do Description and Lead Source go?

Into Description on each contact, labeled like "Salesforce description: Renewal due in March. | Lead source: Web".

What about Salesforce custom fields?

This template maps the 12 fields listed above. Custom fields appear in the export but need manual mapping in Operelio. Add custom fields on the Freshsales Contact first, then map them in the column-mapping step before download.

Duplicates and undoing an import: Freshsales import questions.

Try this template free

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

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