How to import contacts from CSV

Coming from another CRM, a spreadsheet, or just holding a list of contacts? CSV import gets them into Teamopipe quickly. This covers preparing the file, running the import, and what to do if something goes wrong.

Get the import template first

Teamopipe provides an official CSV template so your column headers match what the importer expects — this prevents mapping errors. Download it from Settings → Import / Export with Download template on the Contacts card. Separate templates exist for contacts, organizations, deals and tasks — use the right one.

Preparing your contact CSV

• Every contact needs at least an email address — it's the primary identifier Teamopipe uses
• Split first name and last name into separate columns if possible
• Remove duplicates — each row creates a new contact
• Plain text only — no merged cells, extra sheets, or special formatting
• Save as .csv (UTF-8), not .xlsx

How to import

1. Go to Settings → Import / Export.
2. On the Contacts card, click Import CSV.
3. Upload your CSV file.
4. Map your CSV columns to Teamopipe contact fields (email, first name, last name, phone, organization).
5. Confirm and run the import.

Note: If the import screen disappears after clicking Continue, refresh and try again — see import screen disappears after clicking Continue.

Importing from another CRM

• From Streak: export your pipeline via Streak's menu → Export to Google Sheets or CSV, then import the file using the steps above.
• From HubSpot: Contacts → Export → CSV, then import using the steps above. If the dataset is large, contact us before you start and we'll advise on the best approach.
• From a spreadsheet: download as CSV (File → Download → CSV in Google Sheets), match headers to the template, and import. Columns can be remapped during the import step.

After importing

Contacts appear in the Contacts section immediately — from there you can link them to organizations, assign them to teammates, and attach them to deals. If a contact imported without a name, open it and add first and last name so your list stays readable.

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.