• Navigate to the top-right corner of your Pipeline CRM header.
• Click the ➕ (plus) icon and choose Import.
• Select which type of data you want to import: Companies, People, or Deals
• Tip: For optimal record linking, import in this order:
  1. Companies
  2. People
  3. Deals

2. Prepare Your Data File

• Use either CSV or Excel (.xls, .xlsx) format.
• The first row should have clear, descriptive headers (e.g., “First Name”, “Email”).
• Each row must represent a single record, with all data properly under each header.

Need a template? Download sample CSV files.

3. Upload Your File

• Click Select file and upload your prepared spreadsheet.

4. Organize Data for People Imports

• Assign key attributes such as Person Type (Contact or Lead), Source, Owner, and Tags.
  • If these attributes already exist as columns, those values in your spreadsheet will override anything you select here.

5. Map Your Fields

• Match each spreadsheet column with the appropriate Pipeline CRM field.
• The system will auto-match where it can—verify and adjust as needed.
• Ignore unnecessary fields: Choose “Ignore this field” for any columns you don’t want imported.
• Custom fields: If you have data that doesn’t match an existing field, be sure to create a custom field in Pipeline CRM first. 
  Learn more about Custom Fields here.

6. Handle Duplicates (People Only)

• Turn on duplicate checking. This will check the Work Email to avoid duplicate records.
• Duplicate entries will be marked as invalid and not imported.

7. Complete the Import

• Click Import Now to start. Your import will run in the background.
• You'll receive a confirmation email when the import finishes.
• If there are any issues (like invalid entries), your email will include a link to a spreadsheet with details.

Additional Help & Resources

• Troubleshooting Imports: Solutions to the most common import challenges.
• Undo an Import: Instructions for rolling back recent imports.