How to migrate from Streak
We can migrate your Streak data for free, or you can self-serve with a CSV import.
We handle Streak migrations regularly and can do it for you at no extra cost.
Option A — We migrate for you (recommended)
1. Export from Streak: any pipeline → ⋮ menu → Export to Google Sheets or CSV. 2. Share the file with us. 3. Tell us how many pipelines, deals, and which fields matter. 4. We import and confirm — typically within 48 hours.
Option B — Self-service CSV import
Export from Streak to CSV → open a pipeline in Teamopipe → three-dot menu → Import CSV → map columns to Teamopipe fields.
What migrates well
Deal names, contact names, email addresses, custom field values, stage assignments. Pipeline stage names need to be recreated in Teamopipe first.
Note on shared inboxes
Teamopipe does not currently support shared inboxes (e.g. sales@yourcompany.com). If your team used one in Streak, contact us before migrating.