Why Import?
Bringing your data into Pipeline CRM helps you get started quickly. With just a few steps, you can have all your important info in one place and ready to go.
Supported File Types
You can import data using:
- CSV files (comma-separated values)
- Excel files (.XLS or .XLSX)
Getting Ready: Pre-Import Checklist
Before you start, double-check these essentials:
- Review our system fields list here.
- Need a field we don’t have? Create a custom field before importing (admin access required).
Here is more information on custom fields. - Ensure your account is set up and ready for new data.
Best Practices for Importing
To make your import process seamless:
- Import Order Matters:
- No Company Custom Fields?
- You can go straight to importing People.
- Company Info in People Import:
- If your People spreadsheet includes columns like Company Name, Work Phone, and Work Address, we’ll automatically add that company to the Companies tab.
How to Import Activities
You can import activities by mapping the Activity field during the import.
- The timestamp will reflect the date and time of the import.
- To assign a specific category, make sure your column header matches the existing activity category in Pipeline CRM.
Key Takeaways
- Use CSV or Excel files for importing.
- Format your data and review fields before starting.
- Import in the suggested order for best results.
- Create custom fields as needed—admins only.
- Activities can be imported and categorized with matching headers.