1.Open Excel and create a new sheet.
2.Fill in all mandatory fields, including:
•First Name
•Last Name
•Email
•Phone
•Company
•Lifecycle Stage (e.g., Lead, Customer)
3.Add a column for Sales Owner Email to automatically assign the contact to the correct owner.
4.Once done, save the file in CSV format.
5.Log into your Freshsales account.
6.Navigate to the Contacts module from the left-hand panel.
7.Click on Import Contacts at the top-right.
8.In the popup, select CSV or Excel.
9.Click Next.
10.Select what your file contains:
10.1Choose Contacts or Contacts and Schools
11.Choose the record type:
11.1Parent (default) or Student
12.Click Next to proceed.