CSV import and export - full guide

CSV is how data moves in and out of Teamopipe. Import and export are included on every plan, and everything lives in one place: Settings → Import / Export.

Importing

Settings → Import / Export has an import card for each type of record:

• Contacts — people and their contact details
• Organizations — companies
• Deals & Notes — deals with their stage, or deal notes. Choose the type and the pipeline to import into.
• Tasks — tasks and assignments

Each card has Download template. Start from the template so your columns match what the importer expects, then click Import CSV, upload your file and map the columns.

You can also import deals from a pipeline: three-dot menu → Import CSV, or Import notes CSV for deal notes.

Imports are paused while a workspace is read-only.

Exporting

The Export section has a card for Contacts, Organizations, Deals & Notes, and Tasks — click Export CSV. Deals and deal notes export as two linked files joined by a deal_id column. Exports use UTF-8 and ISO 8601 dates (YYYY-MM-DD).

To export a single pipeline, use its three-dot menu → Export. Exports still work when a workspace is read-only.

Preparing your CSV

• Save as .csv (UTF-8), not .xlsx
• The first row must be column headers
• Remove duplicates — each row creates a new record
• No merged cells, formulas or extra sheets
• Use YYYY-MM-DD dates and plain numbers for deal values (1200, not €1,200)

More detail: how to prepare a CSV file for import.

Moving from another CRM

Export your data from the old CRM as CSV, set up your pipeline stages and custom fields in Teamopipe first, then import contacts, organizations and deals in that order. See migrating from Pipedrive, Copper or another CRM.

If you run into issues, use the chat in the bottom-right corner or the contact form at teamopipe.com/en/contact — we typically respond within 4 hours on business days.