Import Your CRM Data | PipelineDeals

Data Importing

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  • Deal graphic We make it quick and easy to import data from virtually any system, including Outlook, Google, vCards, Excel, and many of our CRM competitors. We also offer a simple web-to-leads API to collect leads from your website.

  • Import various file types

    Three types of data imports

    Easily import three different types of data sets: People (also known as Contacts and Leads), Deals (also known as Opportunities), or Companies (also known as Accounts).

  • Bulk list import

    Import in bulk

    Upload any data set in bulk. You can bring in long lists from other CRMs or spreadsheets. This enables you to efficiently work your lists and get them into your deal flow.

  • Clean data during import

    Keep your data clean

    PipelineDeals scans your imports for redundant data. If we find multiple records with the same email address, we will pull those aside and let you know. We'll also let you know if a certain record was not able to be imported and why.

  • Assign data on import

    Assign to one or many

    Save time and eliminate data entry. Easily assign data to one or more individuals when you import. Delegate out those leads and let your team get to qualifying them right away.

  • Undo import if needed

    Take a Mulligan

    Make a mistake? No problem. It happens. You can easily undo your last import, fix the problem, and do it again. The data that was previously imported is completely cleansed from your account.

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