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CRM data import and export

With Pipedrive, you can seamlessly import Excel worksheet data to your CRM and vice versa.

When you upload a new worksheet to Pipedrive, it checks for incomplete entries and repeated data so you can merge or create duplicates.

The combined import flow for all data objects means you need just one import session to add all your sales funnel data to your Pipedrive account.

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Free, easy to set up, no credit card required

Import data from Excel

Import your data from a spreadsheet, like an Excel spreadsheet or Google Sheet, or another CRM solution in minutes – including Salesforce, Zoho, Freshworks and Close.

Once imported, you’ll be able to:

  • Drag and drop to match data fields from one database to the next

  • Handle duplications quickly and easily

  • Merge data or create several records if the system finds duplicates

  • Get detailed import history on items that weren’t transferred correctly with skip file

  • Easily identify errors and upload your entire database

Easily migrate data from your favorite tools

  • ACT!
  • ActiveCampaign
  • Affinity
  • Agile CRM
  • Attio
  • Capsule CRM
  • Close
  • Copper
  • Constant Contact
  • ConvertKit
  • Firmao
  • Fow CRM
  • Freshsales
  • GoHighLevel
  • Highrise
  • HubSpot
  • Insightly
  • Keap
  • Klaviyo
  • Less Annoying CRM
  • Mailchimp
  • MS Dynamics CRM
  • Nimble
  • Nutshell
  • Onepage
  • Parma
  • Pipedrive
  • PipelineDeals
  • Redtail CRM
  • Salesforce
  • Streak
  • Sugar CRM
  • Suite CRM
  • Wealthbox
  • Zendesk Sell
  • Zoho CRM
  • Base CRM
  • Batchbook
  • Capsule CRM
  • Close.io
  • Highrise
  • HubSpot
  • Infusionsoft
  • Insightly
  • Maximizer
  • MS Dynamics CRM
  • NetSuite CRM
  • Nimble
  • Nutshell
  • Onepage
  • PipelineDeals
  • Pipeliner
  • Redtail CRM
  • Sage ACT!
  • Salesforce
  • SalesforceIQ
  • Saleslogix
  • Solve
  • SugarCRM
  • Zoho CRM

Import or export your data whenever you need to

Juggling external data sources and different file types risks duplicates, missing information and manual errors in your CRM database.

The right tool can read your Excel import data and extract the information you need.

When you import data into Pipedrive, you can manage everything in one place, reducing the risk of manual errors or duplicates. The single source of truth makes it easier for your team to locate and update data so they can finish their task and move on to the next one faster.

Learn more about importing data into Pipedrive

How to import and export your Pipedrive data

You can download your customer data anytime. Here’s a quick tutorial on how to import and export data:

Can you use Google Sheets or Microsoft Excel as a CRM system?

You can use Excel spreadsheets or Google Sheets as a starting point for customer relationship management.

A simple CRM spreadsheet can be enough to track sales processes and manage contacts, including:

  • Your contact list details (including phone numbers and emails) for new leads and loyal customers

  • Sales lead status from “Prospect” to “Customer”

  • Your salespeople’s follow-up cadence from intro call to close date

  • Custom fields for unique customer information like “Birthday” or “Assistant’s name”

As you scale, you’ll want sales CRM software that gives you more power and better features, like workflow automations and integrations with your favorite tools.

Excel import data Google Sheets and Microsoft Excel

Create a custom Excel CRM template for free (also compatible as a Google Sheets CRM template)

Over 500+ integrations

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How Pipedrive helped Second Bind boost revenue by 80%

Second Bind used Microsoft Excel to manage its operations, but as the company grew, it needed something more specialized to stay organized.

The team wanted one tool to manage everything. Pipedrive’s Automations, Marketplace and the LeadBooster add-on were exactly what Second Bind needed to reduce costs and streamline its software stack.

“We’ve had growth in our company of 20% and increased our leads by over 100% since using Pipedrive, while the sales process is now 40% quicker using Pipedrive.” Ershad Anari, CEO, Second Bind

Read the case study

Excel import data Pipedrive Second Bind case study

Data import and export FAQs

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments

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