How do I move from Pipedrive?
In Pipedrive you export People to CSV and load them in HelloTeam under Contacts → Import; the people export carries the organization name, so companies are created too. Deals are a separate file, loaded under Deals → Import.
Updated:
Moving from Pipedrive
- Pipedrive: Contacts → People → the list view's three-dot menu → Export → CSV.
- The export contains the view's columns: add email, phone and organization to the view before exporting.
- Here: Contacts → Import.
Which column goes where
The names below are Pipedrive's default English field labels; an account set to another language exports them translated.
| Pipedrive column | HelloTeam field | Note |
|---|---|---|
| Name | Not imported directly | Full name in one column. If First name and Last name are in the view, use those; otherwise map Name to last name. |
| First name | First name | |
| Last name | Last name | |
| Email address: unique within the company | Several addresses separated by semicolons: the first one counts. | |
| Phone | Phone | |
| Organization | Company name: created if it does not exist | |
| Job title | Job title | |
| Label | Tags, comma separated | Comma or semicolon separated, and a tag that does not exist yet is created. |
| Owner | Owner's email address: the colleague must already have an account | It wants an email address, not a name: Pipedrive exports the name here, so replace it with the colleague's address, or leave it out and assign in bulk. |
| Notes | Notes |
What a CSV does not carry
- The Deals export is a separate file: load it under Deals → Import, or through POST /api/v1/deals. Stage history cannot be moved.
- Activities and mail stay behind. From the moment you connect the mailbox, new correspondence files itself.
Questions
Can Pipedrive's stages be mapped?
After picking a module template, rename the stages to your Pipedrive names: order and probability are yours to set.
Can I import on the free plan?
Yes: CSV import and export are for everybody, on the free plan too.