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CSV Templates for Importing

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Maria Herrell
Updated 1 week ago

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.

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.

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