How to import contacts via CSV

If you're coming from another CRM, a spreadsheet, or just have a list of contacts you want to bring into Teamopipe, CSV import gets them in quickly. This article covers importing contacts, what to watch out for, and what to do if something goes wrong.

Get the import template first

Teamopipe provides an official CSV import template so your column headers match what the importer expects. Before preparing your file, download the template from the API or contact support@teamopipe.com to request it. Using the correct column names prevents mapping errors during import.

Separate templates exist for contacts, organizations, and deals. Use the right one for what you're importing.

Preparing your contact CSV

A clean import starts with a clean file. Before importing:

• Make sure each contact has at least an email address — this is the primary identifier Teamopipe uses to match contacts
• Separate first name and last name into their own columns if possible
• Remove duplicates before importing — Teamopipe will create a new contact for each row
• Use plain text for all fields — avoid special formatting, merged cells, or extra sheets
• Save as .csv (UTF-8 encoding) — not .xlsx

How to import contacts

1. Click Contacts in the left sidebar
2. Look for the Import option (three-dot menu or Import button depending on your version)
3. Upload your CSV file
4. Map your CSV columns to Teamopipe contact fields (email, first name, last name, phone, organization, etc.)
5. Confirm and run the import

Note: If the import screen disappears after clicking Continue, this is a known bug on some Chrome versions. Refresh and try again. If it persists, email support@teamopipe.com with your CSV file and we'll run the import manually — typically done within one business day.

Importing from another CRM

From Streak

Export your pipeline from Streak via the ⋮ menu → Export to Google Sheets or CSV. Share the file with support@teamopipe.com and we'll handle the import for you at no cost — typically within 48 hours.

From HubSpot

In HubSpot go to Contacts → Export → download as CSV. Then import directly into Teamopipe using the steps above, or share with support for a guided migration if your dataset is large or complex.

From a spreadsheet

Export your spreadsheet as CSV (File → Download → CSV in Google Sheets, or Save As → CSV in Excel). Match your column headers to the Teamopipe template, then import. If columns don't match, you can remap them during the import step.

After importing

Once imported, contacts appear in your Contacts section immediately. From there you can link them to organizations, assign them to team members, and link them to deals. If a contact was imported without a name (just an email), open the contact and add their first and last name.

Exporting contacts

To export all contacts to CSV, open the Contacts section and look for the Export option. If the export button appears greyed out, this feature may not yet be available in your extension version — contact support@teamopipe.com and we'll prepare a manual export for you.

If you run into issues, email support@teamopipe.com — we typically respond within 4 hours on business days.