Operelio
ShopifyFreshsales

How to import Shopify into Freshsales

14 of the 15 columns in a Shopify export, mapped into 11 Freshsales fields under Freshsales' own names.

Download the Excel templateUse this template free

Free · 19 KB · Excel 365 or Google Sheets

Check your Shopify export first

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

One Shopify row, through the templatecopied as it ischanged on the way1explained below
  • First Name to First NameDavid
  • Last Name to Last NameGarcia
  • Email to Emaillowercaseddavid.garcia@lumenlabs.example.com
  • Phone to Mobile Number+44 7700 900806
  • Company to Company NameLumen Labs
  • Address1 to Address14 Dean Street
  • City to CityManchester
  • Province to StateGreater Manchester
  • Zip to Zip CodeM1 1AA
  • Country to CountryUnited Kingdom
  • Note, Total Spent, Total Orders, Tags to Description1joined, with labelsNote: Orders every month. | Total spent: 1284.50 | Total orders: 9 | Tags: wholesale, repeat
Not imported: Accepts Email Marketing. The template leaves it out; map any to a custom field in Operelio.

Where Shopify and Freshsales don’t line up

1

Four columns kept in Description

This template gives Note, Total Spent, Total Orders and Tags no Freshsales field of their own.

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

ShopifyNote Orders every month.
Total Spent 1284.50
Total Orders 9
FreshsalesNote: Orders every month. | Total spent: 1284.50 | Total orders: 9 | Tags: wholesale, repeat

Check your Shopify export before you import it

Looks for the 14 columns this template reads, and what Freshsales would skip.

Drop your Shopify CSV here

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

Shopify to Freshsales in three steps

Step 1Export from Shopify
  1. From your Shopify admin, go to Customers and click Export.
  2. Choose the current page, all customers, selected customers or those matching your filters.
  3. Optionally include customer tags or metafields.
  4. Choose the CSV for spreadsheet programs, or Plain CSV file.
  5. Click Export customers.

Exports of more than 50 customers are emailed to you rather than downloaded.

Shopify: Importing and exporting customer lists
Step 2Paste into the template
  1. Paste the export at A1 of Paste Shopify export here.
  2. Start here checks all 14 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 11 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 Shopify's Phone column go in Freshsales?

To Mobile Number on the contact.

Where do Note, Total Spent and the other columns go?

Into Description on each contact, labeled like "Note: Orders every month. | Total spent: 1284.50 | Total orders: 9 | Tags: wholesale, repeat".

What about Shopify tags and purchase data?

Tags, Total Spent and Total Orders don't have default Freshsales contact fields, so the template writes them into the Description field with the Note column, each with its label. If you want them as filterable fields, add custom fields in Freshsales and map the columns to them by hand.

Duplicates and undoing an import: Freshsales import questions.

Try this template free

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

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