1. Start with Clear Column Headers
- Use descriptive column headers in the first row of your file.
- Your headers don’t have to match Pipeline’s field names exactly, but make sure they’re easy for you to recognize.
- Example headers: Company Name, Address, Phone Number, Industry.
2. Know Your Fields: System & Custom
- Default fields: Pipeline CRM comes with standard fields for company information. [View the list of default fields here.]
- Custom fields: If your data doesn’t fit into the default options, create custom fields in Pipeline before you import.
Here is more information on custom fields.
3. Avoid Duplicate Company Names
- Every company must have a unique name in Pipeline.
- If you have multiple companies with the same name (think Starbucks locations), use a naming convention to set them apart:
- Starbucks – 1912 Pike Pl
- Starbucks – 102 Pike St
- If duplicate names are detected, only the first entry will be imported. You’ll get an email listing any invalid entries.
4. Quick Tips for a Smooth Import
- Check your file for blank rows or columns—clean files import faster.
- Double-check spelling and punctuation to avoid confusion or errors.
- Download an example CSV to get started here.