Salesforce
Freshsales Contacts11 fieldsHow to import Salesforce data into Freshsales
Moving from Salesforce to Freshsales? This template maps 11 fields including name, email, phone, company, title, and the full address to Freshsales's snake_case contact fields. Freshsales splits phone numbers into Work and Mobile; Salesforce only exports one phone column, so we map it to Work by default.
Field-by-field mapping
This is the complete column mapping from Salesforce to Freshsales. The left column is the header in your CSV export. The right column is the Freshsales field it should map to.
| Salesforce column | Freshsales field | |
|---|---|---|
| First Name | First Namefirst_name | |
| Last Name | Last Name*last_name | |
| Emailemail TransformLowercased and trimmed | ||
| Phone | Work Numberwork_number Freshsales splits phone into Work and Mobile. Salesforce only exports one phone column, so we map it to Work by default. TransformStandardized to international format (+1, +44, etc.) | |
| Company | Company Namecompany_name | |
| Title | Job Titlejob_title | |
| Street | Addressaddress | |
| City | Citycity | |
| State | Statestate | |
| Zip/Postal Code | Zip Codezipcode | |
| Country | Countrycountry |
Required by Freshsales.
Columns we don't use
Your Salesforce export includes 3 columns this template doesn't map. Each one below explains why, plus the workaround if you want the data in Freshsales.
- Website
Freshsales doesn't have a Website field on contacts by default. Websites live on the Account record in Freshsales's data model.
If you need it. Add a custom URL field on the Freshsales Contact called Website, or update the Account record's website after import.
- Lead Source
Salesforce Lead Source is a per-org picklist. Freshsales has a Lead Source field on the contact, but its values are set per-org and may not match Salesforce's exactly.
If you need it. After import, map Salesforce's Lead Source values to Freshsales's Lead Source field. Add any missing values to the Freshsales picklist first.
- Description
Freshsales contacts don't have a default Description field. Freshsales stores notes as separate Note records attached to the contact.
If you need it. Add a custom multi-line text field on the Freshsales Contact called Imported Description, then re-run this template to map Description.
Formatting and cleanup
Salesforce exports rarely match the format Freshsales expects. Fix these before you import.
- 1.Lowercases and trims email addresses
- 2.Standardizes phone numbers to international format (+1, +44, etc.)
- 3.Renames Salesforce columns to Freshsales's snake_case API names
- 4.Maps Phone to Freshsales's work_number field by default
- 5.Maps Salesforce's Zip/Postal Code to Freshsales's zipcode field
Or skip the manual work
Operelio runs this cleanup and mapping for you. Upload your Salesforce export and download a clean, import-ready file for Freshsales.
Salesforce to Freshsales FAQ
How do I export Salesforce leads?
Create a Leads report with the fields you need, then click Export > CSV. You can also use Setup > Data Export.
Why does Phone go to work_number?
Freshsales splits phone numbers into Work and Mobile. Salesforce only exports one phone column without labeling it. We default to work_number; if your Salesforce phones are consistently mobile numbers, remap to mobile_number after upload.
What about Salesforce custom fields?
This template maps the 11 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.
Can I migrate Salesforce Contacts instead of Leads?
This template maps Salesforce Lead fields. Contacts use different field names (e.g. AccountId instead of Company) and require a separate template.
Will this create duplicate contacts in Freshsales?
Freshsales uses email as the unique identifier on contacts. Contacts with matching emails update the existing record. New emails create new contacts.
