For an example of a properly formatted CSV file, download one of our CSV templates. Using these templates helps ensure your data is correctly formatted before importing it into PipelineCRM.
- Download Companies Template
- Download People Template
- Download Deals Template
Things to consider:
- Your CSV file may have more or fewer columns depending on which default fields you use and any custom fields you've created.
- You can add additional columns for data unique to your business, but be sure a corresponding field already exists in PipelineCRM for that information to be imported correctly.