⚠️ Please Note that updates made through this method cannot be undone.
1. Export the Data You Want to Update
- Navigate to the list view of Companies, People, or Deals.
- Use the Add/Remove Columns button to display only the fields you plan to update.
- Click the Export button and select Export as CSV.
2. Prepare Your CSV File
- Ensure your CSV includes a column with a unique internal ID for each record (Company ID, Deal ID, or Person ID). This ID will automatically be included when you export your file.
- Make the necessary changes to your data within the CSV.
- If you are adding new custom fields, please create them in your Pipeline CRM account before importing.
- Save the file in CSV format.
3. Import Your File
- Go to the appropriate tab (Companies, People, or Deals) in Pipeline CRM.
- Click Import and select Excel or CSV.
- Choose the type of record you’re updating.
- Upload your prepared CSV file. The system will validate the file’s format.
4. Map Your Fields
- Match each column in your CSV with the corresponding field in Pipeline CRM.
- For columns that shouldn’t be updated, select Ignore this field.
- Map the ID column (Company ID, Deal ID, or Person ID) to the field labeled “ID (for updating records)”.
5. Review Import Results
- After the import completes, you’ll receive an email confirmation.
- If any records failed to import, the email will include a link to a spreadsheet detailing the errors for each record.
- Data Integrity: Double-check your CSV for accuracy before importing, as updates cannot be undone.
- Custom Fields: Ensure that any new custom fields are created in Pipeline CRM before importing them to avoid mapping issues.
- Field Mapping: Accurate mapping is essential. Incorrect mappings can lead to data inconsistencies.