How To Import Data Into Pipedrive

Quick summary

Importing data into Pipedrive lets you migrate contacts, deals, and records from a spreadsheet in minutes using the built-in Import Data tool. The wizard automatically maps file headers to Pipedrive fields and guides you through duplicate handling before the final import begins.

Steps

1. Open the left sidebar menu and click the three-dot icon to access the More options.
2. Select the Import Data option from the menu.
3. On the Import Data page, click the Upload spreadsheet button in the centre of the screen.
4. Click the button and select your file, ensuring it matches the required Pipedrive format and specifications.
5. Wait for your file to upload into Pipedrive.
6. Pipedrive will auto-detect and map your file headers to the corresponding data fields.
7. Fix any errors and manually select new headers or fields where needed.
8. Drag existing data fields from the right-hand panel to the correct column positions.
9. Verify that all your data is correctly mapped before proceeding.
10. Click Next to move to the preview stage.
11. Review the data sample to validate accuracy, then click Next again.
12. Choose how Pipedrive should handle any duplicate records found during import.
13. Click Start import in the bottom-right corner to begin the import process.
14. Wait while the import runs — processing time depends on your file size.
15. Once complete, review the import summary and choose additional options such as Revert or add more data.