New Case Study: How XpressConnect Personalizes Outreach to 70,000 Contacts in Pipeline CRM!
Transitioning your data to a CRM system might seem overwhelming, but fear not! Here at Pipeline CRM, we’re fully committed to guiding you through a smooth and effortless onboarding process, ensuring your data migration is seamless and stress-free.
or
No credit card required.
Use our tool to migrate your CRM to Pipeline CRM in as little as a few hours — even the same day! Our process is designed for anybody to be able to use with ease, so you can get back to your usual work without skipping a beat.
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.
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.
Jennifer Vo,
Group ISO
“My sales team loves the convenience and ease of use that Pipeline CRM brings.”
See How Pipeline CRM Can Work For You
sales@pipelinecrm.com
Site links