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 api.teamopipe.com/api/v2/docs (look for the Import section) or request it via the contact form. Separate templates exist for contacts, organizations, and deals — 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. Click Contacts in the left sidebar.
2. Open the Import option.
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 — this is a known issue on some Chrome versions. If it persists, contact us via chat or the contact form with your CSV attached and we'll run the import manually, typically within one business day.

Importing from another CRM

• From Streak: export your pipeline via Streak's menu → Export to Google Sheets or CSV. Share the file via our contact form and we'll handle the import for you at no cost — typically within 48 hours.
• From HubSpot: Contacts → Export → CSV, then import using the steps above — or share the file with us for a guided migration if the dataset is large.
• 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.