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How to migrate your data from Pipedrive to Salesflare
How to migrate your data from Pipedrive to Salesflare

To correctly migrate your information from Pipedrive to Salesflare, follow the steps below

Bruno Manno Mendonça avatar
Written by Bruno Manno Mendonça
Updated over a week ago

Step 1: Export Data from Pipedrive

  1. Log in to your Pipedrive account

  2. Go to, or, inside your account, click on your avatar on the top right > Tools and apps > Export data

  3. Export the following data types separately, preferably already in the CSV format:

    • People (import as contacts in Salesflare)

    • Organizations (import as accounts in Salesflare)

    • Deals (import as opportunities in Salesflare)

Note that the loading animations may keep going on forever, while the exports are actually already ready. Just reload the page in the browser to see the exports.

Step 2: Prepare Your Data

  1. Make sure all dates in your export file (this is especially important for close dates of deals/opportunities) are in the YYYY-MM-DD format.
    To apply this format in Excel you can select the column of dates, then, on the Home page you click in the dropdown list under the number section, “More Number Formats…”, “Date”, and then select the YYYY-MM-DD format.
    For Google Sheets, after selecting the column of dates, you can click on the “123” button, then “Custom date and time”, and select the format that corresponds to the YYYY-MM-DD format

  2. Make sure that all your Deals are assigned to an Organization (fill the column in the Deals export), and not just to a contact

  3. Go through the file and remove any unwanted records. It’s better to take the opportunity to clean up when you move to a new CRM

  4. Make sure email addresses in email address fields are valid. Also, the system will only accept one email address per field. No phone numbers will be accepted in this field

  5. You should also go through other fields to make sure all data is valid and well formatted. Salesflare depends on this data to automate your CRM

  6. If possible, add a website for each one of the organizations by adding an extra column and naming it “Account website”, for easy finding. For the Excel pros, this can often be derived from people’s email addresses with some Excel formulas.

  7. It can make things easier later on if you delete unneeded columns prior to importing. You can identify essential columns by scrolling a little further down to “map the data as follows”.

  8. Save the exported files, as CSV files, in a location accessible for the import

Step 3: Import Data into Salesflare

  1. Log in to your Salesflare account

  2. Navigate to the import section in Salesflare: Settings > Import data > Account/Contact/Opportunity

  3. Begin the import process by clicking the + button at the bottom right and selecting which type of import you want to create.

  4. Import your files, one at a time in the following order:

    • Organizations → Accounts

    • People → Contacts

    • Deals → Opportunities

  5. Map the data as follows:

    • Organizations from Pipedrive to Accounts in Salesflare

      • *Name → account name

      • Website URL (only available as a custom field in Pipedrive) → account website (if you fill the website URL, Salesflare will be able to retrieve more information about the company for you during the import process - it’s highly recommended to fill this before importing, manually if needed)

      • City/town/village/locality of Address → city

      • State/county of Address → state/region

      • Country of Address → country

      • ZIP/Postal code of Address → zip/postal code

      • Street/road name of Address → street

    • People from Pipedrive to Contacts in Salesflare.

      • *First name → first name

      • *Last name → last name

      • *Email → email

      • Phone → phone

    • Organization → account name

      • If you choose to import the account name with the contacts, you can automatically create the accounts through the same import by clicking on the checkbox “Create an account if it doesn't exist yet.”

      • Optional: you could map “Label → Tags” (or even better: a custom field type “dropdown” with matching options)

    • Deals from Pipedrive to Opportunities in Salesflare

      • *Organization → account name

      • *Expected close date → close date (in YYYY–MM-DD format)

      • *Owner → owner name (make sure the name matches)

      • Value → value

      • Title → opportunity name

      • Stage → stage name (make sure to create it before importing)

      • Pipeline → pipeline name (make sure to create it before importing)

      • Deal created → Start date (in YYYY–MM-DD format)

      • Lost reason → lost reason name

  6. Follow on-screen instructions to complete the import, ensuring proper field mapping.
    If there’s any extra information you want to import to your Salesflare account, you can create a custom field to accommodate it

    • If your import fails you can download the error file by clicking on “fix import”, and in this new file you’ll find an error in the rightmost column that describes the error for each one of the entries.
      Once you’ve fixed those errors, you can just try importing this file again

  7. Review the imported data to verify accuracy. You can always delete your import and start over (by clicking on the menu icon on your import and then “delete data”), if needed

By following these steps, you'll be able to correctly map and import your Pipedrive data into your Salesflare account.

You can find extra information about importing new files here, and importing templates here

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