Events - in the My Appointments & Tasks tab and also under Appointments in the details page of the related lead or contact.Tasks - in the My Appointments & Tasks tab and also under Tasks in the details page of the related lead or contact.
Opportunities - in the Deals tab and also in the details page of the individual deals. Accounts - in the Accounts tab and also in the details page of the individual accounts. Contacts - in the Contacts tab and also in the details page of the individual contacts. Leads - in the Leads tab and also in the details page of the individual leads. If some of the data from the zip file wasn’t imported to your Freshsales account, you can find the data and the corresponding reason for the failure of data import in the Error log that would be attached with the email. Click the checkbox to authorize access to your Salesforce data.Īfter the import is complete, you’d receive a report with the status of the import via email. (If you’d like to remove the uploaded zip file, click Remove and start again). Upload your ZIP file and choose the downloaded zip file from the files on your device. Create custom fields with relevant column header names In the Import Data from Salesforce overlay, fulfill these activities before clicking the checkbox. Go to Admin Settings > Data Import > Salesforce migration. Login to Freshsales as an Administrator. To import data from the Salesforce zip file to Freshsales, here’s what you do, CSV files from the downloaded Salesforce zip file, Freshsales currently supports only the import of the following. CSV files of your leads, contacts, accounts, opportunities, events, tasks etc in Salesforce. This zip file would be a collection of individual. When the export is complete, your data would be downloaded as a zip file. If you’re using Salesforce Lightning please switch to Salesforce Classic. Note: The above steps are for Salesforce Classic. 
Under Exported data, select the checkbox Include all data.It is recommended that you select for encoding your file. Choose how you’d like to encode your file by clicking the Export file encoding drop down.Select Request an export of all your data.On the left pane of the Setup page, under Administer, click Data Management.Login to your Salesforce account and click Setup (it’s to the right of your name) on the menu bar.To export your data from Salesforce, here’s what you do,
If you are migrating from Salesforce, you can export all the data in your Salesforce account as a zip file and directly import the data to your Freshsales account.
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