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

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
  • 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.

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

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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