Operelio
WooCommerceFreshsales

How to import WooCommerce into Freshsales

10 of the 15 columns in a WooCommerce export, mapped into 10 Freshsales fields under Freshsales' own names.

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your WooCommerce export first

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

One WooCommerce row, through the templatecopied as it ischanged on the way
  • first_name to First NameSarah
  • last_name to Last NamePentland
  • email to Emaillowercasedsarah.pentland@orbit.example.com
  • billing_phone to Mobile Number+44 20 7946 0317
  • billing_company to Company NameOrbit
  • billing_address_1 to Address8 Quay Street
  • billing_city to CityManchester
  • billing_state to StateGreater Manchester
  • billing_postcode to Zip CodeM3 3JE
  • billing_country to CountryGB
Not imported: shipping_address_1, shipping_city, shipping_state, shipping_postcode and shipping_country. The template leaves these out; map any to a custom field in Operelio.

Check your WooCommerce export before you import it

Looks for the 10 columns this template reads, and what Freshsales would skip.

Drop your WooCommerce CSV here

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

WooCommerce to Freshsales in three steps

Step 1Export from WooCommerce

Core WooCommerce's only customer download is the Customers report under Analytics, which uses different column names. This template reads the column names WooCommerce's Customer / Order / Coupon Export extension writes, such as first_name and billing_phone.

  1. Install WooCommerce's Customer / Order / Coupon Export extension.
  2. Go to WooCommerce, then Export.
  3. Choose to export customers in CSV format.
  4. Run the export and download the file.
WooCommerce: Customer / Order / Coupon ExportWooCommerce: Customers report
Step 2Paste into the template
  1. Paste the export at A1 of Paste WooCommerce export here.
  2. Start here checks all 10 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 does WooCommerce's billing_phone column go in Freshsales?

To Mobile Number on the contact.

What about WooCommerce order data?

This template maps the customer's contact details and billing address. Order history is not part of it; bring it in from a WooCommerce order export if you need it.

Duplicates and undoing an import: Freshsales import questions.

Try this template free

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

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