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Update by Import

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Maria Herrell
Updated 1 month ago
Need to update multiple records at once? Pipeline CRM’s “Update by Import” feature allows you to efficiently modify existing Companies, People, or Deals using a CSV file.

⚠️ Please note that updates made through this method cannot be undone.

1. Export the Data You Want to Update
  1. Navigate to the list view of Companies, People, or Deals.
  2. Use the Add/Remove Columns button to display only the fields you plan to update.
  3. Click the Export button and select Export as CSV.
Here is more information on how to export data.

2. Prepare Your CSV File

  1. 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.
  2. Make the necessary changes to your data within the CSV.
  3. If you are adding new custom fields, please create them in your Pipeline CRM account before importing.
  4. Save the file in CSV format.
Here is more information on how to prepare a CSV file for importing.


3. Import Your File

  1. Go to the appropriate tab (Companies, People, or Deals) in Pipeline CRM.
  2. Click Import and select Excel or CSV.
  3. Choose the type of record you’re updating.
  4. Upload your prepared CSV file. The system will validate the file’s format.
Click here for more information on how to import a file.


4. Map Your Fields

  1. Match each column in your CSV with the corresponding field in Pipeline CRM.
  2. For columns that shouldn’t be updated, select Ignore this field.
  3. Map the ID column (Company ID, Deal ID, or Person ID) to the field labeled “ID (for updating records)”.
⚠️ Please Note: If you do not see an option to map the ID, this feature may need to be enabled for your account. For help, please get in touch with support at [email protected].  

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.
Additional Tips
  • 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.
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