• Your file must be in CSV, XLS, or XLSX format.
• Each import handles one record type at a time — you cannot import Companies, People, and Deals in a single pass.
• If your data includes  custom fields, create those fields in Pipeline CRM before importing.

1. Add clear column headers to the first row of your spreadsheet (e.g., "First Name," "Email," "Company Name").
2. Make sure each row represents one record.
3. If you need a starting point, download a sample file: Companies | People | Deals.

1. Click the ➕ icon in the top-right corner.
2. Select Import.
3. Choose your record type: Companies, People, or Deals.
4. Click Select file and upload your spreadsheet.

⚠️ Note: If these attributes already exist as columns in your spreadsheet, the column values will override any selections you make here.

1. Match each spreadsheet column to the correct Pipeline CRM field.
   1. If the field does not exist, you can create a custom field. 
2. Pipeline will auto-match where it can — review and adjust as needed.
3. For columns you don't want to import, select Ignore this field.

• Separate multiple values with commas in a single column, or
• Use a separate column for each value.

1. Assign the following defaults before mapping your fields:
   1. Person Type — Contact or Lead
   2. Source
   3. Owner — Every person record requires an owner. It defaults to the user running the import unless you include an Owner column in your file.
   4. Tags
2. Enable Check for duplicates. Pipeline checks existing records using the Work Email field — exact matches are skipped and listed in your confirmation email.

1. Click Import Now.
2. The import runs in the background — you'll receive a confirmation email when it's done.
3. If any records failed, your email will include a link to a file with the details.

• Companies — Checked automatically by company name. If an exact match already exists, that record won't import.
• Deals — No duplicate checking. All rows will import.

Additional Help & Resources

• Troubleshooting Imports: Solutions to the most common import challenges.
• Undo an Import: Instructions for rolling back recent imports.