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Zoho CRMFreshsales

How to migrate Zoho CRM to Freshsales

15 of the 15 columns in a Zoho CRM export, mapped into 13 Freshsales fields under Freshsales' own names.

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your Zoho CRM export first

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

One Zoho CRM row, through the templatecopied as it ischanged on the way1explained below
  • First Name to First NamePriya
  • Last Name to Last NameNair
  • Email to Emaillowercasedpriya.nair@westmarch.example.com
  • Phone to Work Number+44 20 7946 0046
  • Mobile to Mobile Number+44 7700 900046
  • Company to Company NameWestmarch Trading
  • Title to Job TitleCommercial Director
  • Mailing Street to Address5 Canal Walk
  • Mailing City to CityBirmingham
  • Mailing State to StateWest Midlands
  • Mailing Zip to Zip CodeB1 2HP
  • Mailing Country to CountryUnited Kingdom
  • Description, Lead Source, Tag to Description1joined, with labelsZoho description: Asked for a call in the new year. | Lead source: Trade Show | Tags: Legal, Priority

Where Zoho CRM and Freshsales don’t line up

1

Three columns kept in Description

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

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

Zoho CRMDescription Asked for a call in the new year.
Lead Source Trade Show
Tag Legal, Priority
FreshsalesZoho description: Asked for a call in the new year. | Lead source: Trade Show | Tags: Legal, Priority

Check your Zoho CRM export before you import it

Looks for the 15 columns this template reads, and what Freshsales would skip.

Drop your Zoho CRM CSV here

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

Zoho CRM to Freshsales in three steps

Step 1Export from Zoho CRM
  1. Go to Setup, then Data Administration, then Export.
  2. Click Start an Export and choose Contacts or Leads.
  3. Pick CSV or XLSX.
  4. Download the ZIP. The link lasts seven days.

You need the Export permission for the module. A CSV export takes up to 200,000 records, XLSX up to 50,000.

Zoho CRM: Export CRM data
Step 2Paste into the template
  1. Paste the export at A1 of Paste Zoho CRM export here.
  2. Start here checks all 15 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 13 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 Zoho CRM's Phone column go in Freshsales?

To Work Number on the contact.

Where do Description, Lead Source and Tag go?

Into Description on each contact, labeled like "Zoho description: Asked for a call in the new year. | Lead source: Trade Show | Tags: Legal, Priority".

What about Zoho's underscored field names?

Zoho exports use space-separated column names (e.g. 'First Name', 'Mailing Street'). The template renames them to Freshsales' snake_case fields (first_name, address, etc.) so the import wizard pairs them up by name.

Duplicates and undoing an import: Freshsales import questions.

Try this template free

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

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