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
- Go to the list view for Companies, People, or Deals.
- Click on the Columns icons and enable the fields you want to update.
- Click Export and select Export as CSV.
Step 2: Prepare Your CSV File
- Ensure a unique internal ID column (e.g., Company ID, Deal ID, or Person ID) is included—usually provided in exports.
- Make the needed changes to your CSV data.
- For new custom fields, create them in your Pipeline CRM account before importing.
- Save your file as a CSV.
Step 3: Import the Updated File
- Go to the Companies, People, or Deals tab in Pipeline CRM.
- Click Import → Excel or CSV.
- Select the record type you are updating.
- Upload your prepared CSV file. The system will check the file format for errors.
Step 4: Map Your Fields Correctly
- Match each CSV column to the right Pipeline CRM field.
- Select Ignore this field for columns not being updated.
- Map your ID column (Company/Deal/Person ID) to “ID (for updating records)”.
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].