Documentation

Import your data

Bring contacts, companies and deals from Pipedrive, HubSpot or any CSV.

Your history belongs to you, and switching tools should not cost it. The importer reads a CSV export, recognizes Pipedrive and HubSpot headers on sight, and shows you the mapping before anything is written. What cannot enter is reported line by line, never swallowed.

How it works

  1. 1 Export a CSV from your current CRM: contacts, companies or deals.
  2. 2 Open Import in the panel, pick what you are importing and upload the file (up to 5 MB, 5,000 rows).
  3. 3 Review the suggested column mapping. A blank field is ignored, not guessed.
  4. 4 For deals, choose the funnel. Stages are matched by name; unknown stages can be created during the import if you say so.
  5. 5 Run it. You get the count of what entered, what was duplicate and what was left out, with the reason.

Duplicates

Contacts deduplicate by email, companies by name, deals by title. The export of another tool usually repeats rows; the importer counts them instead of creating them twice.

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