How to migrate from Pipedrive, Copper, or another CRM

Any CRM that exports CSV can be migrated to Teamopipe. The process is: export from the old CRM → clean the file → set up Teamopipe → import. Plan 30–90 minutes depending on data volume and complexity.

Step 1 — export from your current CRM

Export contacts, deals/leads, and organizations separately. Include: name, email, phone, company, deal name, stage, deal value, close date, owner/assignee. Most CRMs have an Export or Download option under Settings or in each object list.

Step 2 — clean the CSV

Remove columns you don't need. Ensure one row per record. Check for duplicates. Make sure email addresses are in a single clean column. Save as .csv (not .xlsx). Remove merged cells and formulas.

Step 3 — set up Teamopipe first

Create pipeline stages that match your old CRM stages. Create custom fields for any data you're carrying over. This makes column mapping cleaner. Import contacts first, then deals, then link them.