Note: This action is only available to Admin Users.
When moving to Pipedrive from another CRM solution, you will want to be able to carry over all of your previous information seamlessly. Pipedrive has a third-party partner —Import2 —that will handle all of the heavy lifting for you.
Depending on the volume of data you are looking to bring over into Pipedrive, the amount of time until the migration is complete may vary. We suggest allowing twenty-four hours and contacting Import2 if you run into any issues.
Note: If you want to import data into Pipedrive from a spreadsheet rather than from another CRM, you can learn how to do so in this article.
If you are just getting started with Pipedrive, you can check out our Get started with the basicsPipedrive Academy course.
Before you start your import with Import2, it's important to make sure users and pipelines are already set up in your Pipedrive account. If the import is initiated before users are invited and pipelines are created, all of your data may end up being owned by one user or in the same pipeline.