Pipedrive

Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.

Website

pipedrive.com

Industry

CRM

Share this article:

How to import data in Pipedrive

Here is how to import data in pipedrive

First click on the "More" button in the left sidebar to expand additional options
Then click on "Import data" option in the expanded menu
Next click on "Upload spreadsheet (.XLSX, .CSV)" button in the import dialog
After uploading the file, click "Next" button in the bottom right corner of the mapping screen
Then click "Next" button again on the preview screen
Select the an option for handling duplicates
Finally click the "Start import" button to begin the data import process

Create your own interactive guide with Guideflow

Why should you import data in Pipedrive

Pipedrive is an intuitive CRM tool designed to streamline sales processes and boost productivity.

A standout feature of Pipedrive is its ability to import data seamlessly, ensuring that information from various sources integrates smoothly into your sales workflow.

This functionality saves time and reduces manual data entry errors, allowing teams to maintain accuracy while focusing on closing deals with confidence.

Efficient data importation within Pipedrive empowers businesses to stay organized and make informed decisions with ease.

Last update

January 6, 2026

Tutorials