Pipeline

Import deals from a spreadsheet

Move your open jobs across from another system in one go.

1 min read

If you already track jobs in a spreadsheet or another system, you can bring them in together with their contacts.

Import a file

Open the Pipeline and choose Import.
If you're not sure how to lay it out, use Download a template.
Choose your CSV file. It can be up to 20,000 rows.
Under Match your columns, match at least one column to a deal name or a contact name.
Under Where they go, pick the Pipeline, and either one Stage for every deal or match the stages named in your file.
Check the first rows, then start the import.

New contacts are created for people you don't have yet, and existing ones are matched.

If any rows are skipped, Download skipped rows gives you a file with the reason beside each one.

Try it for yourself. 14 days free, with no card needed.