CRM importing

Best CRM import tools in 2026

Pick Operelio to replace your CRM's native importer: saved and ready-made mappings, field merges and a report before you push. Pick the free importer for other objects, Import2 to switch CRMs.

By Operelio teamUpdated September 19, 2026Prices checked September 19, 2026

Quick picks

Best CRM import tools in 2026: quick picks
ToolBest forPrice
OperelioReplacing your CRM's native importerFree: 15 of 17 tools; push and trails from $39 a month billed monthly
HubSpot's importerHubSpot users importing very large files or dealsFree with HubSpot
Salesforce Data Import WizardLoading campaign members or custom objects into SalesforceIncluded with Salesforce
Pipedrive's importerPipedrive users importing deals, activities or productsIncluded, from $14 per seat a month billed yearly
Import2Switching CRMs with records and relationships intactFrom $499 per migration
CloudingoSalesforce admins merging duplicates already in the orgFrom $2,500 a year per Salesforce org
DemandToolsSalesforce admins running imports, mass updates and deletesNot published
InsyclePer-field import rules within ongoing CRM cleanupFrom $25 a month at 25,000 records, billed yearly
dataloader.ioSalesforce loads, exports and deletes from a browserFree; paid from $99 per user a month
SkyviaScheduled CSV imports into many different appsFree; paid from $79 a month billed yearly
CoefficientPushing spreadsheet edits back to Salesforce or HubSpotFree; paid from $49 a month billed yearly, or $59 billed monthly
CSVBoxSaaS developers adding CSV upload to their appFree sandbox; paid from $16 a month billed yearly

How to choose

Which CRM and objects
Check that the tool writes to your CRM and to the objects you import, such as contacts, companies, leads or deals.
How it matches existing records
Know which field decides a duplicate and whether a match is updated, skipped or merged.
What you see first
A preview or a count of creates, updates and skips, with reasons, catches mistakes before they reach the CRM.
Undo and price
Check how an import is reversed and whether the price is per seat, per record, per org or flat.
  1. 1. Operelio

    Our tool

    Best for: Replacing your CRM's native importer

    Push to HubSpot, Salesforce or Pipedrive with saved mappings and ready-made ones for common sources. Merge, split or combine field values, then see what will be created, updated, skipped or refused, with warnings, before anything changes. Trails automate it.

    Price
    Free: 15 of 17 tools; push and trails from $39 a month billed monthly
    Keep in mind
    People and companies only, up to 50,000 rows per push. Never merges or deletes records.
  2. 2. HubSpot's importer

    Best for: HubSpot users importing very large files or deals

    Built into every HubSpot account. Takes up to 1,048,576 rows per file on paid accounts, flags value errors at mapping and has a per-property "Don't overwrite" option. Paid hubs can restore an import's changes within 14 days.

    Price
    Free with HubSpot
    Keep in mind
    Rows without an email or other unique ID each become a new contact.

    Operelio vs HubSpot's importer

  3. 3. Salesforce Data Import Wizard

    Best for: Loading campaign members or custom objects into Salesforce

    Imports accounts, contacts, leads, campaign members, solutions and custom objects, up to 50,000 records at a time. Your org's duplicate rules apply.

    Price
    Included with Salesforce
    Keep in mind
    Can't import opportunities, cases, campaigns or products.

    Operelio vs Salesforce Data Import Wizard

  4. 4. Pipedrive's importer

    Best for: Pipedrive users importing deals, activities or products

    Imports people, organizations, leads, deals, activities, notes, products and projects, up to 50,000 rows per file. Global admins can revert an import within 48 hours.

    Price
    Included, from $14 per seat a month billed yearly
    Keep in mind
    Merges records it treats as duplicates, using organization, phone or email for people and address for organizations.

    Operelio vs Pipedrive's importer

  5. 5. Import2

    Best for: Switching CRMs with records and relationships intact

    A done-for-you migration across 50+ apps, with a free sample migration and a refund and cleanup guarantee. Its CSV Loader imports and updates HubSpot from files, from $100 a month billed monthly.

    Price
    From $499 per migration
    Keep in mind
    Priced for one-off moves; CSV Loader works with HubSpot only.

    Operelio vs Import2

  6. 6. Cloudingo

    Best for: Salesforce admins merging duplicates already in the org

    Finds and merges duplicates in Salesforce. Its Import Wizard matches a CSV against leads, contacts and accounts, and lets you preview and edit before pushing.

    Price
    From $2,500 a year per Salesforce org
    Keep in mind
    Salesforce is its only CRM, priced per org and billed yearly; CSV files up to 10 MB.

    Operelio vs Cloudingo

  7. 7. DemandTools

    Best for: Salesforce admins running imports, mass updates and deletes

    Validity's Salesforce suite: insert, update, insert-or-update (upsert), export and delete, matching imports on any field or set of fields across several objects. Restore files reverse unwanted changes.

    Price
    Not published
    Keep in mind
    Salesforce only, with prices on request.

    Operelio vs DemandTools

  8. 8. Insycle

    Best for: Per-field import rules within ongoing CRM cleanup

    Magical Import stages a CSV against the live CRM before anything is written, with fill, update, overwrite or append chosen per field. Works with HubSpot, Salesforce and Pipedrive.

    Price
    From $25 a month at 25,000 records, billed yearly
    Keep in mind
    Priced by the records in your CRM. Starter includes one of eight modules; higher plans add more.

    Operelio vs Insycle

  9. 9. dataloader.io

    Best for: Salesforce loads, exports and deletes from a browser

    MuleSoft's web tool to import, export and delete Salesforce records without installing anything.

    Price
    Free; paid from $99 per user a month
    Keep in mind
    The free plan covers 10,000 records a month.
  10. 10. Skyvia

    Best for: Scheduled CSV imports into many different apps

    No-code data integration that imports CSV files into Salesforce, HubSpot, Pipedrive and many other apps, on a schedule if you need it.

    Price
    Free; paid from $79 a month billed yearly
    Keep in mind
    On the free plan, two scheduled integrations run at most daily and expire after 30 days.
  11. 11. Coefficient

    Best for: Pushing spreadsheet edits back to Salesforce or HubSpot

    A Google Sheets and Excel add-on that pulls CRM data into a spreadsheet and can push rows back to Salesforce or HubSpot.

    Price
    Free; paid from $49 a month billed yearly, or $59 billed monthly
    Keep in mind
    Pushes are capped per run on the lower plans: 100 rows on Free, 500 on Starter.
  12. 12. CSVBox

    Best for: SaaS developers adding CSV upload to their app

    A CSV import widget for SaaS products, so their users can upload spreadsheets. It sends validated rows to the developer's own backend.

    Price
    Free sandbox; paid from $16 a month billed yearly
    Keep in mind
    Not a CRM import tool: it does not write to HubSpot, Salesforce or Pipedrive itself.

Questions

What is the best free CRM import tool?

Your CRM's own importer. HubSpot's is free with every account, the Salesforce Data Import Wizard comes with Salesforce and Pipedrive's is on every plan. None of them cleans the file; Operelio runs 15 of its 17 tools free, so you can clean and map it first.

How do I import a CSV without creating duplicates?

Make sure each row carries the field your CRM matches on, usually email for people, and check the result before you import. On Starter and up, Operelio checks each row against the CRM, matching people by email address, companies by website or name, and shows the counts before the push.

Which tools work with HubSpot, Salesforce and Pipedrive?

Operelio, Insycle and Skyvia import files into all three, and Import2 migrates data into all three. The native importers, Cloudingo and DemandTools each cover one CRM.

Can I import files into my CRM automatically?

Yes. On Starter and up, an Operelio trail cleans, checks and pushes each new file on arrival or on a schedule. Skyvia runs scheduled CSV imports, and the full edition of DemandTools runs automatic imports into Salesforce.

Which tool is best for moving from one CRM to another?

A migration service such as Import2, which moves records and their relationships. Operelio and the native importers take files, not a whole CRM.

More comparisons

CRM importing

Head to head

Facts about other tools come from their own pricing pages and docs, checked September 2026.

CRM importing

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