Contacts and accounts can be imported together from the Contacts module.





Here are a few things you'd need to know before you begin importing 


  1. Preparing your CSV file

Ensure that the CSV file has the necessary columns for the contacts and accounts-related data. 

Create the custom fields in Freshsales before you begin the import to map your columns with the custom fields. Further, the file size should be at most 5 MB. 


  1. Mapping the fields

    1. Verify the mapping of the mandatory account fields. All mandatory account fields need to be mapped to a corresponding CRM field. If you have missed any, you will encounter the below error:

    2. Associate contacts with existing accounts - Follow the same steps as above. When the "Account name" in the file matches an existing account in the CRM, the contact will be associated with that account.

  2. After you’re done mapping the fields, click Import.


Overwriting imports


When importing contacts along with accounts, if you opt to use the 'Overwrite' option, accounts already mapped to contacts being imported will not be replaced. Instead, the new account being imported along with the contact will be appended to the contact and will exist as an additional account.