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By its export file

Migration guide

Move your data from Freshworks CRM

Freshworks CRM does not accept requests from a browser on a key you can create, so its data comes across by its own export file. You drop the file, see how the columns map, and each record lands once.

What moves

What comes across

  • 연락처

    Lands in Calisto as 연락처 · 5 fields

    CRM 연락처

  • Sales Accounts

    Lands in Calisto as 회사 · 4 fields

    계정 기록

  • 딜

    Lands in Calisto as 딜 · 5 fields

    거래 및 파이프라인 항목

  • 작업

    Lands in Calisto as 활동 · 5 fields

    작업 및 활동

Export file

Exporting from Freshworks CRM

  1. As an admin, open Admin Settings → Account → Export data.
  2. Choose the time period and tick Contacts (and Accounts and Deals if you want them).
  3. Freshsales emails you a ZIP of CSV files. Drop the ZIP below as it is.

A full-range export can run once a day.

Freshsales (Freshworks CRM)’s own help page

Before your first import you accept the Data Import Terms: you bring your own data with credentials you hold, and Calisto acts as your processor. Calisto never contacts the vendor for you and never sees your key. Read the terms