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Use a CSV file to update multiple Companies, People, or Deals at once without editing records one by one.
⛔ Warning: Updates made with this method cannot be undone. Review your CSV carefully before importing.
Step 1: Export the Records You Want to Update
- Go to the list view for Companies, People, or Deals.
- Click the Columns icon and enable the fields you want to update.
- Click Export and select Export as CSV.
💡 Tip: For full export instructions, see how to export your data here. Step 2: Prepare Your CSV File
- Open the exported CSV file. It will include a Company ID, Person ID, or Deal ID column — this is how Pipeline CRM identifies which records to update. Do not delete this column.
- Make your changes to the remaining fields in the file.
- Save the file in CSV format.
Step 3: Import the Updated File
- Click the + icon in the top right corner.
- Click Import
- Select the record type you're updating.
- Upload your CSV file.
💡 Tip: For a full import walkthrough, see how to import your CSV file here.
Step 4: Map Your Fields
- Match each CSV column to the correct Pipeline CRM field.
- Select Ignore this field for any columns you don't want to update.
- Map your ID column to ID (for updating records).
⚠️ Note: If the ID (for updating records) option isn't available in the mapping dropdown, contact customercare@pipelinecrm.com.