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.
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
- 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.
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 500+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
