Importing your data into Pipeline CRM is straightforward. Follow these steps to ensure a smooth process!

1. Start the Import

1. Go to the top right corner of the header navigation.
2. Click the ➕ (plus) icon and select Imports.
3. Choose Your Import Type
   • Select the data type you’re uploading (Companies, People, or Deals).
     💡 Best Practice for proper record association, follow this order:
     1️⃣ Companies
     2️⃣ People
     3️⃣ Deals 

2. Prepare Your Data File

Ensure Proper Formatting:

• Your file should be in CSV or Excel format.
• The first row must contain clear and descriptive column headers.
• Each row should represent a single record, with data correctly aligned under the appropriate headers.

📌 Need a Template? Download sample CSV files here.

3. Upload Your File

Select & Upload: Click the Upload file button and choose your prepared file.

4. Organize Your Data (For People Imports Only)

Assign Attributes: Set details like Person Type (Contact or Lead), Source, Owner, and Tags.
⚠️ Note: If these attributes exist in your spreadsheet, those values override manual selections.

5. Map Your Fields

Match Your Data: Ensure each column from your file is correctly aligned with the corresponding fields in Pipeline CRM. The system will suggest matches, but you can adjust them.

🚫 Ignore Unnecessary Fields: For any data you don’t need to import, select Ignore this field.
⚠️ Note: You can add extra columns for your business data, but ensure that an existing matching field exists in Pipeline before importing. Here is more information on Custom Fields.

6. Handle Duplicates (For People Imports Only)

• Check for Duplicates: You can enable duplicate checking by email. If duplicates are found, they will be marked as invalid and will not be imported.
• Get Notified: After the import, you’ll receive an email with details about invalid entries.

7. Complete the Import

• Start the Import: Click Import Now to begin. The process will run in the background.
• Confirmation Email: Once completed, you’ll get an email with the import status. If there are any issues, the email will include a link to a spreadsheet showing invalid entries.

Additional Resources

🔹 Troubleshooting Imports – Solve common issues.
🔹 Undo an Import – Need to roll back an import? Here’s how.