How to import contacts from CSV on Pipedrive
To import contacts from CSV in Pipedrive, navigate to the Contacts section, click Import, upload your CSV file, map the columns to Pipedrive fields, and complete the import process. The system will validate your data and add the contacts to your database.
Prerequisites
- Active Pipedrive account
- CSV file with contact data prepared
- Administrator or import permissions in Pipedrive
- CSV file formatted with proper column headers
Step-by-Step Instructions
Navigate to the Import section
Select import source
Configure file settings
Map CSV columns to Pipedrive fields
Set duplicate handling preferences
Review and validate import
Complete the import process
Verify imported contacts
Common Issues & Troubleshooting
CSV file upload fails or shows formatting errors
Ensure your CSV uses UTF-8 encoding and check that special characters are properly formatted. Try saving your file with different delimiter settings (comma vs semicolon) and verify the file size is under 50MB.
Contact names or emails appear incorrectly after import
Check the field mapping in step 4 and ensure Name and Email columns are mapped to the correct Pipedrive fields. Re-import with correct mapping if necessary.
Many contacts marked as duplicates when they shouldn't be
Review your duplicate handling settings and check if email addresses or names have slight variations (extra spaces, different formatting). Clean your CSV data before re-importing.
Custom fields not saving data during import
Verify that custom fields are created with the correct data type (text, number, date) and that your CSV data matches the expected format. Check field permissions and character limits for custom fields.