How to Import and Export Contacts on Freshsales

Importing Contacts

To import contacts into Freshsales, follow these steps:

Prepare Your CSV File: Ensure your contacts are organized in a CSV file. Each column should represent a field in Freshsales (e.g., Name, Email, Phone Number
Log in to Freshsales: Access your Freshsales account using your credentials.
Navigate to Contacts: Go to the Contacts section from the main menu.
Click on Import: Find and click the 'Import' button usually located at the top right corner.

Upload Your CSV File: Select the CSV file you prepared and upload it.
Map Fields: Match the columns in your CSV file to the corresponding fields in Freshsales.
Review and Import: Review the mapped fields and click 'Import' to add the contacts to your Freshsales account.

Exporting Contacts

To export contacts from Freshsales, follow these steps:

Log in to Freshsales: Access your Freshsales account using your credentials.
Navigate to Contacts: Go to the Contacts section from the main menu.
Select Contacts: Choose the contacts you wish to export. You can select all contacts or specific ones based on your criteria.
Click on Export: Find and click the 'Export' button usually located at the top right corner.

Choose Export Format: Select the format for the export file, typically CSV.
Download the File: Once the export process is complete, download the file to your computer.

By following these steps, you can easily import and export contacts on Freshsales, ensuring your contact database is up-to-date and accessible.