Importing your companies, people, and deals into PipelineDeals is a quick and easy way to add data to your account from a CSV or Excel file.
Video tutorial: Import With Ease webinar
You can import data in a CSV (comma-separated value) file format, or from an Excel file with an .XLS or .XLSX extension.
Before you import your data, you'll want to make sure your file is formatted correctly and your account is ready for the data you are going to import.
Visit the following links to get instructions:
- Export your data from another application
- Download example CSV templates
- Prepare your CSV or Excel file: People
- Prepare your CSV or Excel file: Companies
- Prepare your CSV or Excel file: Deals
- Import your CSV or Excel file
Please look over our list of system fields. If you need to include a field that we do not have, you will need to create your custom field before you complete your import to ensure all of your data is mapped correctly. Only an admin can create custom fields.
If you have companies, people, and deals to import, we suggest importing them in the following order:
Please note that if you do not have any Company custom fields, you can move straight to your People import. If you have a column for Company name, work phone, work address, work city, work state and work postal Code in your People Import spreadsheet, we will import that Company into the Company tab as well.
You can import activities using the Activity field during the mapping step. The timestamp will be for the date and time of the import. If you would like the activity to have a particular category type, you'll need the column header on your file to match to the existing activity category.