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Prepare Your CSV or Excel file: Companies

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Maria Herrell
Updated 2 days ago
Importing your list of companies into Pipeline CRM is a breeze—when your file is formatted correctly. This guide will guide you through the essential steps to ensure a smooth and error-free import. 

1. Start with Clear Column Headers

  • Use descriptive column headers in the first row of your file.
  • Your headers don’t have to match Pipeline’s field names exactly, but make sure they’re easy for you to recognize.
  • Example headers: ‎Company Name, ‎Address, ‎Phone Number, ‎Industry.

2. Know Your Fields: System & Custom

3. Avoid Duplicate Company Names

  • Every company must have a unique name in Pipeline.
  • If you have multiple companies with the same name (think Starbucks locations), use a naming convention to set them apart:
    • Starbucks – 1912 Pike Pl
    • Starbucks – 102 Pike St
  • If duplicate names are detected, only the first entry will be imported. You’ll get an email listing any invalid entries.

4. Quick Tips for a Smooth Import

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