Skip to main content
Solved

Painful companies import process in CSV

  • June 5, 2024
  • 3 replies
  • 69 views

Croy
Top Contributor ⭐
Forum|alt.badge.img+5
  • Top Contributor ⭐
  • 28 replies

Hi there, I tried to import some companies following your process in CSV, using the right format, the right headers but the mapping fails despite multiple attempts. With Hubspot I can import Excel files and the mapping is suggested (green = fields are identified and mapped, red = fields need to be mapped manually). That would be great to simplify this process and make it simple for all 😀

 

 

Best answer by Sujitha Dhanaseelan

Greetings @Croy. Thanks for contacting Freshworks community. Thank you for your feedback. I appreciate your suggestion regarding indicating fields that have failed to map and I will definitely pass this feedback along to the team.

However, after the import process, you will receive an email confirming whether the import was successful or not, along with any errors that may have occurred. Here’s a screenshot for your reference.

 


Please check if this could be of any help while our team processes your feedback and considers it as a potential product feature.

 

Thank you,

Sujitha.

3 replies

Sujitha Dhanaseelan
Community Manager
Forum|alt.badge.img+8

Greetings @Croy. Thanks for contacting Freshworks community. Thank you for your feedback. I appreciate your suggestion regarding indicating fields that have failed to map and I will definitely pass this feedback along to the team.

However, after the import process, you will receive an email confirming whether the import was successful or not, along with any errors that may have occurred. Here’s a screenshot for your reference.

 


Please check if this could be of any help while our team processes your feedback and considers it as a potential product feature.

 

Thank you,

Sujitha.


Croy
Top Contributor ⭐
Forum|alt.badge.img+5
  • Author
  • Top Contributor ⭐
  • 28 replies
  • June 13, 2024

Great to hear the feedback is added to the backlog. 


T.Belevska
Community Debut
Forum|alt.badge.img+4
  • Community Debut
  • 50 replies
  • July 28, 2025

Hi, 

If you already have a CSV file with your companies, you can use the Import app to move them into Freshdesk.

It offers an intuitive field mapping interface — unmapped fields are clearly highlighted, and you won’t be able to continue until all required fields are matched. On top of that, you can create any missing company fields in Freshdesk right during the mapping step, which helps avoid back-and-forth.