Freshworks CRM gives you the option to migrate data from Salesforce onto Freshworks CRM with just a few steps.
How to export data from Salesforce?
To export data from Salesforce,
On the Home page, click the Basic Sales Setup button and choose Setup
On the Setup page, go to ADMINISTRATION > Data > Data Export and click the Export Now button.
Choose the CRM data that you wish to export and dick Start Export
Salesforce creates a zip archive of CSV files and emails you when it’s ready. You can download the zip file/s from the same section.
Click here to know more about Salesforce data export.
How to import data using the import wizard onto Freshworks CRM?
To import migration data onto Freshworks CRM,
Go to Admin Settings > Salesforce Migration
On the SALESFORCE MIGRATION overlay enable the checkboxes and upload the zip file containing migration data.
How are the records imported?
Lead module present in the zip file will be migrated as Freshworks CRM contacts.
Lead status in Salesforce will be mapped to contact status in Freshworks CRM. A similar status has to be created in Freshworks CRM if not already present.
The corresponding lifecycle stage of the contact status will be applied on the contact as there is no lifecycle stage in salesforce.
|Freshworks CRM Field|
Street address for the lead, for example, 475 Boardwalk Ave. Up to 255 characters are allowed in this field.
Associated company. annual revenue
Amount of annual revenue at lead’s company.
City portion of the lead’s address, for example, San Francisco. Up to 40 characters are allowed in this field.
Account Name - Associated company.name
Name of company with which lead is affiliated. Up to 255 characters are allowed in this field.
Country portion of user’s address. Entry is selected from a picklist of standard values, or entered as text. Up to 80 characters are allowed if the field is a text field.
Click the email address in this field to send an email using your personal email application. If the Gmail Buttons and Links feature is enabled, you can click the Gmail link next to the field to send an email from your Gmail account. See Gmail™ in Salesforce for more information.
Email Opt Out- True Email Opt Out- False
Whether the lead wants to receive email (false) or not (true). If you use Data.com, the Email field value is hidden from search results and on the Contact Card, and it’s blank in .csv files that are created when you export records.
Lead’s fax number. Up to 40 characters are allowed in this field.
First name of the lead, as displayed on the lead edit page. Up to 40 characters are allowed in this field.
Associated company.Industry type
Primary business of lead’s company. Entry is selected from a picklist of available values, which are set by an administrator. Each picklist value can have up to 40 characters.
Last name of the lead, as displayed on the lead edit page. Up to 80 characters are allowed in this field.
Assigned owner of the lead.
Source of lead, for example, Advertisement, Partner, or Web. Entry is selected from a picklist of available values, which are set by an administrator. Each picklist value can have up to 40 characters.
Status of the lead, for example, Open, Contacted, Qualified. Entry is selected from a picklist of available values, which are set by an administrator. Each picklist value can have up to 40 characters.
Cellular or mobile phone number. Up to 40 characters are allowed in this field.
Associated company. Number of employees
No. of Employees
Number of employees at the lead’s company.
Lead’s primary phone number. Up to 40 characters are allowed in this field.
State or province portion of user’s address. Entry is selected from a picklist of standard values, or entered as text. Up to 80 characters are allowed if the field is a text field.
Position of lead within his or her company. Up to 80 characters are allowed in this field.
URL of company’s website, for example, www.acme.com. Up to 255 characters are allowed in this field; only the first 50 are displayed.
ZIP code or postal code portion of the lead’s address. Up to 20 characters are allowed in this field.
User who created the lead, including creation date and time.
The company’s ID in Data.com. When Salesforce records are compared with Data.com records (via manual cleaning or automated clean jobs), if Data.com finds a match, the two records are linked by this field’s numeric value.
What are the reasons for failure?
Invalid email address - If the email addresses in your CSV/XLSX file aren’t of the proper format (e.g: jamesampleton@sales, jeangrey.com)
Unmapped Columns - Columns that aren’t mapped with any of the fields in Freshworks CRM.
Improper Field Type - If the field type is different from the type of value in the column.
Drop-down Values - If you’re mapping a column with values for a picklist (such as Radio button/Checkbox/Drop down menu) with a field in Freshworks CRM (also a picklist), you need to double-check that the values in the column match with the choices of the field (picklist) in Freshworks CRM. For e.g: If you’ve got a column that has the values 1, 2, 3 for the Number of contacts attempted and want to map it to a radio button (field) in Freshworks CRM, make sure that that radio button has 1, 2, 3 as the field’s choices.
Checkbox column values: If you want to map one of the fields as a checkbox, it should only contain True or False. If not, the import for that column would remain blank and the process will move on.
Invalid file - If the uploaded file is not a valid zip file
At Least one file is required to start the import - Ensure that the contact, account or deal file is uploaded to start the import process.