When you connect your email with Freshworks CRM, your account starts to receive emails and associates them with relevant contacts within Freshworks CRM. Use historical import to bring in past email conversations (both sent and received) related to your contacts.
To set up historical import,
Click the Profile icon > Connect email.
Click Edit Sync Settings. This brings up the SYNC SETTINGS section where you can configure the historical sync.
Choose the date range until which you wish to sync your emails. The date range depends on your plan. You can choose between the following:
Upto 1 month
Upto 3 months
Upto 6 months
Upto 12 months
Upto 24 months
Note: 1) You can choose from 1 month to 12 months from the Growth plan onwards. 2) The 24 months option is available only in the Enterprise plan.
4.Click Save and Import to commence the sync.
This commences the import. All emails (including attachments) for the configured date range will be pulled into Freshworks CRM. Once the import of historical emails is complete, you will receive an email and in-app notification. You can also find the status of the sync under the HISTORICAL SYNC OF EMAILS section. It will contain the date range of the sync and the last sync time.
Note: 1) There is an upper limit of 10000 emails while pulling historical import data. Once the limit is reached, the sync will be stopped. 2) During trial, when the inbox is connected, emails from the last 4 days will be pulled into Freshworks CRM. 3) Historical sync is limited to only once for one mailbox in the same account. When a mailbox is disconnected and then reconnected again, Freshworks CRM checks if the historical import is already done for the mailbox in that particular account. If it has already been done, the historical import will not be performed again. 4) In progress historical imports has to be canceled if Connect email permissions is disabled.