How to migrate from Streak to Teamopipe

Switching from Streak to Teamopipe? The migration is straightforward if you export your Streak data as CSV and import it into Teamopipe.

Step 1: Export your Streak data

In Streak, go to Settings → Export data. Choose CSV format and download all your pipelines, deals, and contacts.

Step 2: Set up your Teamopipe pipeline

Create your Teamopipe pipeline with the same stages as your Streak pipeline (or customize your stages to match your process).

Step 3: Import your CSV

Go to your Teamopipe pipeline → Settings → Import data. Upload your Streak CSV. Read our CSV import guide for details on formatting and troubleshooting.

Step 4: Start using Teamopipe

Link your emails, create tasks, and manage deals in Teamopipe just like you did in Streak. Your sales workflow stays the same — the tool just got better.