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Update by Import

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Maria Herrell
Updated 2 weeks ago

Use a CSV file to update multiple Companies, People, or Deals at once without editing records one by one.

⛔ Warning: Updates made with this method cannot be undone. Review your CSV carefully before importing.


Step 1: Export the Records You Want to Update
  1. Go to the list view for Companies, People, or Deals.
  2. Click the Columns icon and enable the fields you want to update.
  3. Click Export and select Export as CSV.
💡 Tip: For full export instructions, see how to export your data here.


Step 2: Prepare Your CSV File
  1. Open the exported CSV file. It will include a Company ID, Person ID, or Deal ID column — this is how Pipeline CRM identifies which records to update. Do not delete this column.
  2. Make your changes to the remaining fields in the file.
  3. Save the file in CSV format.
Step 3: Import the Updated File
  1. Click the + icon in the top right corner.
  2. Click Import 
  3. Select the record type you're updating.
  4. Upload your CSV file. 
💡 Tip: For a full import walkthrough, see how to import your CSV file here.


Step 4: Map Your Fields
  1. Match each CSV column to the correct Pipeline CRM field.
  2. Select Ignore this field for any columns you don't want to update.
  3. Map your ID column to ID (for updating records).
⚠️ Note: If the ID (for updating records) option isn't available in the mapping dropdown, contact [email protected] to have it activated for your account.



Step 5: Review Results
  1. Check your email for an import confirmation after the upload completes.
  2. If any records failed to update, the email includes a link to a file listing each error and its cause.
  3. Correct any errors in your CSV and re-import if needed.
Need help? Contact support at [email protected].
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