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Update by Import

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Maria Herrell
Updated 2 weeks ago
Easily update multiple records at once! The “Update by Import” feature lets you quickly modify existing Companies, People, or Deals using a CSV file.

Important: Updates made with this method cannot be undone. Please carefully review your file before importing.


Step 1: Export the Records You Want to Update

  1. Go to the list view for Companies, People, or Deals.
  2. Click on the Columns icons and enable the fields you want to update.
  3. Click Export and select Export as CSV.
Tip: Learn more about exporting data here.

Step 2: Prepare Your CSV File
  1. Ensure a unique internal ID column (e.g., Company ID, Deal ID, or Person ID) is included—usually provided in exports.
  2. Make the needed changes to your CSV data.
  3. For new custom fields, create them in your Pipeline CRM account before importing.
  4. Save your file as a CSV.
Tip: How to prepare your CSV?

Step 3: Import the Updated File

  1. Go to the Companies, People, or Deals tab in Pipeline CRM.
  2. Click Import → Excel or CSV.
  3. Select the record type you are updating.
  4. Upload your prepared CSV file. The system will check the file format for errors.
Tip: Need details? See Import Instructions.

Step 4: Map Your Fields Correctly

  1. Match each CSV column to the right Pipeline CRM field.
  2. Select Ignore this field for columns not being updated.
  3. Map your ID column (Company/Deal/Person ID) to “ID (for updating records)”.
Please note: If you're having trouble mapping the ID column, this option may need to be activated. Feel free to reach out to us at [email protected] for assistance.

Step 5: Check Results & Fix Errors
  • You’ll receive a confirmation email after import.
  • If any records fail, the email provides a link to a file with error details for each record.

Additional Tips & FAQ

  • Double-check your CSV before importing.
  • Ensure that all fields exist in Pipeline before importing.
  • Accurate field mapping is crucial—wrong mapping may cause data problems.
  • Need help? Contact support at [email protected].
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