CRM data import and export

Simple data import and export for your sales pipeline

We’ve made it very easy to import your existing contact management data to Pipedrive or export it into another software.

Our system checks for incomplete entries and repeated data, allowing you to merge or create duplicates.

Combined import flow for all data objects means you need just one import session to get all your sales funnel data into your Pipedrive account.

Try this feature

Free, easy to set up, no credit card required

Easy to import and export all sales data and contact information

Compatible with almost every other CRM tool

Scale your small business and sales team with a reliable data repository

Getting started is simple

Import your data from a simple spreadsheet, Salesforce, Zoho, Freshworks, Close, SugarCRM or other CRM solutions in minutes.

Once imported, try handy formatting and data entry features like:

Drag and drop to match data fields from one database to the other
Handle duplications 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

Easy migration from...

ACT!
ActiveCampaign
Agile CRM
Attio
Capsule CRM
Close
Copper

Fow CRM
Highrise
HubSpot
Insightly
Keap
Less Annoying CRM
MS Dynamics CRM

Nimble
Nutshell
Onepage
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

You can download your customer data at any time or use our API to download all or some of it.

You can export data from Pipedrive’s CRM in three ways.

Exporting an individual deal is done through the deal’s detail view by clicking on “...” (More) > Export as XLS.

Users can also export custom reports via the list view by using filters, then clicking “…” (More) and selecting “Export filter results”.

To export all your data, the global admin must click the “...” (More) tab and select “Export data”. You can export data as either a CSV or Excel file.

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
The sales rep, project manager or team member handling each account
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 may want sales CRM software that gives you more power, like workflow automations and integrations with your favorite tools.

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

Over 400+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

See all apps and extensions

Data import and export FAQs

Data from Pipedrive can be exported in three ways.

Exporting an individual deal is done through the deal’s detail view by clicking on “...” (More) > Export as XLS.

Users can also export custom reports via the list view by using filters, then clicking “…” (More) and selecting “Export filter results”.

To export all your data, the global admin must click the “...” (More) tab and select “Export data”. Data can be exported as either a CSV or Excel file.
You can use a free CRM template in Excel as a simple workbook for industries like real estate, recruitment or manufacturing to:
- See where your potential customers are in the pipeline
- Track outreach efforts
- Prioritize leads
- Analyze worksheet data using pivot tables
Exporting data from Excel: To export data from Excel, select the cells that contain the data you want, click “Save As” in the File menu and choose the format (e.g., CSV, Excel Workbook) that suits your needs.

Importing data to Excel: To import data from a CSV, select “Get Data” or “From Text/CSV” under the Data tab. For databases, use “Get Data” or “From Other Sources”. Connect to SQL, Access, SharePoint or other web sources.

To import from another Excel workbook, open both, select data in the source and copy and paste it into the destination workbook. Alternatively, you can use the “Import Data” feature.

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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