Really Fast CRM Try the demo Start free trial

Import

Bring your data. Keep your history.

Switching CRMs shouldn’t take a weekend. Export from your old one, check the preview, and you’re working in minutes.

  1. Export from your old CRM

    Download your records as CSV or Excel files. One file per kind of record, exactly as your old CRM writes them.

  2. Check the preview

    We recognize the columns, show how each value will be read, and point out anything odd: rows that can’t be saved, people already in your workspace, values that look wrong.

  3. Import, or undo

    Everything is saved at once, or not at all. If something isn’t right, undo the whole import in one click.

From Pipedrive

  1. Use Pipedrive’s Export data page and export each type, as Excel or CSV: Organizations, People, Deals, Activities, Notes.
  2. Set Archive status to “All (archived or not)”, or your archived deals stay behind.
  3. For activities, choose Date added and Any date, so activities without a due date come along too.
  4. Import the files in that order. Deals find their people and companies, and activities and notes find their deals, by Pipedrive’s own IDs, so two people called Mark Green stay two people.

What comes across

  • Organizations become companies, with address and custom fields
  • People, with every phone number and email, labeled work, home or mobile
  • Deals with value, currency, stage, owner, dates and won or lost status
  • Activities become tasks, done or not, with their assignee
  • Notes, with their links and formatting
  • Your custom fields, created for you

From HubSpot

Export your contacts, companies and deals from HubSpot as CSV or Excel. Their columns are recognized and mapped for you.

Then import companies, then contacts, then deals, and check each preview.

From anything else

Any CSV or Excel file works. Match each column to a field, or create a custom field for it, and the preview shows exactly what you’ll get.

Questions

Will duplicates be merged?

Never silently. People already in your workspace are matched by email, and companies by domain or name. The preview shows every match, and you choose whether to skip them or import them as new records. Existing records are never changed. Duplicates inside your file are reported, not merged.

What if a row has a problem?

The preview lists it with the reason. Nothing is cut short or dropped without you seeing it.

Can I import again later?

Yes. Rows already imported from Pipedrive are recognized by their ID and skipped, so re-importing a newer export doesn’t create copies.

Who can import?

Workspace owners. Every import can be undone as a whole.

Feel it for yourself

Start your free trial today, or try the live demo first.

Start free trial Try the live demo

7 days free, no card. Then $5 per user a month, billed yearly.