Whether you are moving over to Pipedrive Campaigns or just want to have your Mailigen data available in Pipedrive, it only takes a few steps to migrate.

Exporting data from Mailigen

Lists

To export a list, go to the Lists section and select My Lists. Then, click on the list title. On the right-hand side, you will find an Export List button.

Click on the Export list button, and the file for export will be automatically downloaded in .xls format.

Learn more about exporting Lists from Mailigen in this Mailigen article.

Templates

To export a campaign template in HTML format, open the Campaign template in Mailigen and click on the gear icon at the top-right corner.

Then, switch to the Visual code editor. Copy the HTML code and paste it on a note or document that you can save locally.

Note: To ensure that your email template is mobile responsive and can be easily edited in the future, we recommend taking some time to rebuild your templates using the Campaigns drag and drop editor.

Reports

Mailigen allows you to export your reports to Adobe PDF and Excel formats. There are two ways to export a report:

From the Report List— Click on the actions button for the report you want to export, and click the Save As PDF button. This will save a PDF version of the report to your computer.
From the Report Statistics Window— Click on the Export PDF link to download an Adobe Acrobat PDF or the Export XLS Link to download a Microsoft Excel version.

Note: Large lists will be exported as .csv. An email with a download link will be sent if the size of the exported file is above 10k rows.

Learn more about exporting Campaign Reports from Mailigen in this Mailigen article.

Importing Mailigen data into Pipedrive

Note: This action is only available to users with Account Settings access and regular users with the correct permissions enabled.

As the data exported from Mailigen is in Excel and .csv, it can be easily imported into Pipedrive.

Before you import your data, we recommend reading more about Marketing Contacts in this article; Marketing Contacts in Pipedrive are the contacts that opted-in to start receiving marketing communications from you.

To import your Mailigen data:

Go to "..." (More)> Import data > From a spreadsheet. Click Upload file and select the Mailigen spreadsheet file that you intend to import.
Map your spreadsheet columns to match them to Pipedrive fields.
If needed, create custom fields during the import process.
Click on Next and Start import.
If there were problems with your import, you can download the Skip file and verify the reason why your items were skipped. Learn more about Skip files and errors in this article.

Make sure your Mailigen spreadsheets are organized to match your Pipedrive data. You can learn more about importing data into Pipedrive in this article and how our data is organized in this article.

If you are just getting started with Pipedrive Campaigns, you can check out our Campaigns by Pipedrive Pipedrive Academy course.

Knowledge Base

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