Bring your existing contacts, companies, and deals into Pipeline CRM in minutes — no need to start from a blank account.
What You Can Import
- Companies, People, and Deals — each imported separately.
- File types: CSV, Excel, or vCard.
How Importing Works, at a High Level
- Prepare your file — Match your spreadsheet columns to Pipeline CRM's fields (system fields or your own custom fields).
- Choose what to import — Go to the Companies, Deals, or People list and select Import. See Import Your CSV or Excel File for the full walkthrough.
- Map your columns — Tell Pipeline CRM which column maps to which field.
- Review and confirm — Pipeline CRM flags potential duplicates and errors before anything is created.
- Undo if needed — Imports can be undone as a batch if something looks off.
💡 Tip: Migrating from another CRM like Salesforce, HubSpot, or Pipedrive? Export your data as CSV first, then follow the same import flow.
Go Deeper
For detailed file prep and column-mapping guidance, see Prepare Your CSV or Excel File: Companies, Prepare Your CSV or Excel File: People, and Prepare Your CSV or Excel File: Deals. If something doesn't go as expected, see Troubleshooting Imports.
Need help? Contact support at customercare@pipelinecrm.com.