Pipeline CRM

    Import and Export Contacts Using a vCard File

    Move contact details between Pipeline CRM and other applications using the vCard format. This is best for one-off contacts — to move a whole list, use Import Your CSV or Excel File instead.

    Import a vCard

    1. Go to the People tab.
    2. Click the three-dot menu next to Add New.
    3. Select Import vCard from the dropdown menu.
    4. Upload your vCard file.

    Export a vCard

    1. Go to the profile page of the contact you want to export.
    2. Click Actions in the top-right corner.
    3. Select vCard. The contact's details download as a vCard file.

    vCard export works one contact at a time from that contact's profile. To export many people at once, use Export Data as CSV or PDF.

    Need help? Contact support at customercare@pipelinecrm.com.