Operelio
CRM importing

12 best CRM import tools in 2026

Pick Operelio to replace the native importer in HubSpot, Salesforce or Pipedrive: saved and ready-made mappings, field merges and a report before you push. Pick your CRM's own importer for deal updates and other objects; pick Import2 to switch CRMs.

By Operelio teamUpdated November 1, 2026Prices checked September 25, 2026

How we compared: built from each tool's own site, pricing page and docs, checked September 26, 2026. Cloudingo's, DemandTools' and Insycle's pages are from September 25, 2026; HubSpot's formatting rules and Salesforce's lead matching were checked again on October 2, and Pipedrive's import and duplicate check pages on October 13.

Quick picks

12 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 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
InsycleSetting per-field import rules during ongoing CRM cleanupFrom $25 a month at 25,000 records, billed yearly
SkyviaScheduling imports between many apps and databasesFree; from $79 a month paid annually (20% off), $99 monthly
dataloader.ioRunning Salesforce loads, exports and deletes in-browserFree; paid from $99 per user a month
DemandToolsSalesforce admins matching imports across several objectsNot published
CloudingoSalesforce admins merging duplicates already in the orgFrom $2,500 a year per Salesforce org
Import2Switching CRMs with records and relationships intactFrom $499 per migration
CoefficientPushing spreadsheet edits back to Salesforce or HubSpotFree; Starter $49 a month billed yearly ($59 monthly), one user
CSVBoxSaaS developers adding CSV upload to their appSandbox free at 5 rows per import; paid from $16 a month billed yearly

Which CRM import tool fits your situation

12 best CRM import tools in 2026: the best pick for each situation
Your situationPickWhy
Lead lists land every week and must reach the CRM cleanOperelioA trail cleans, verifies and pushes each new file on arrival or on a schedule, automatically or with approval, and can route each row by rules.
A one-off import with the tool your CRM includesHubSpot's importer, Salesforce Data Import Wizard or Pipedrive's importerEach comes with its CRM and handles objects such as deals or campaign members.
Switching from one CRM to anotherImport2It moves records, fields and relationships between 250+ apps, with a free sample migration first.
A Salesforce admin loading, exporting or deleting in bulkdataloader.io or DemandToolsdataloader.io upserts by external ID and schedules file round trips; DemandTools adds matching on any field, mass updates and restore files.
Importing into a Salesforce org that already has duplicatesCloudingoCloudingo finds and merges Salesforce duplicates, and its Import Wizard matches a CSV against leads, contacts and accounts.
Import rules set field by field during ongoing cleanupInsycleMagical Import stages a CSV against the live CRM, with fill, update, overwrite or append chosen per field.
Importing into more than one CRMOperelio, Insycle or SkyviaEach imports files into HubSpot, Salesforce and Pipedrive, so one tool covers all three.
Data moving between many apps and databasesSkyviaSkyvia moves CSV and app data through 200+ connectors on a schedule, as often as every minute on Professional.
Your team edits CRM data in a spreadsheetCoefficientCoefficient pulls Salesforce and HubSpot data into Sheets or Excel and pushes edits back, on a schedule if you want.
You are building an app that needs an import screenCSVBoxCSVBox embeds in your product so customers map and fix their spreadsheets, then sends the rows to your backend or database.

How to choose

  1. 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.

  2. How it matches existing records

    Know which field decides a duplicate and whether a match is updated, skipped or merged.

  3. What you see first

    A preview or a count of creates, updates and skips, with reasons, catches mistakes before they reach the CRM.

  4. Undo and price

    Check how an import is reversed and whether the price is per seat, per record, per org or flat.

The tools

  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 or split field values. By default only blank CRM fields are filled, and the mapping screen warns about values the CRM won't take.

    Price
    Free: 15 of 17 tools; push and trails from $39 a month billed monthly
    Keep in mind
    People and companies up to 150,000 on Agency (50,000 to Pipedrive), deals up to 2,000. Never merges records.
  2. 2. HubSpot's importer

    Best for: HubSpot users importing 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. Super Admins on 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 200,000 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 people on name plus one of organization, phone or email, organizations on name plus address, unless skipped.

    Operelio vs Pipedrive's importer

  5. 5. Insycle

    Best for: Setting per-field import rules during 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 InsycleInsycle pricing and alternatives

  6. 6. Skyvia

    Best for: Scheduling imports between many apps and databases

    Devart's data integration service moves CSV, app and database data through 200+ connectors, HubSpot, Salesforce and Pipedrive among them. It maps lookups and relations and runs on a schedule.

    Price
    Free; from $79 a month paid annually (20% off), $99 monthly
    Keep in mind
    Upsert needs a record ID, lookup mapping or Salesforce External ID; we found no preview before writing.

    Operelio vs Skyvia

  7. 7. dataloader.io

    Best for: Running Salesforce loads, exports and deletes in-browser

    MuleSoft's web tool to import, export and delete Salesforce records. It upserts by Salesforce ID or external ID, resolves lookups by name and schedules tasks from Box, Dropbox, FTP or SFTP.

    Price
    Free; paid from $99 per user a month
    Keep in mind
    Salesforce only; the free plan covers 10,000 records a month across imports, exports and deletes.

    Operelio vs dataloader.io

  8. 8. DemandTools

    Best for: Salesforce admins matching imports across several objects

    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; we found no import preview documented.

    Operelio vs DemandTools

  9. 9. 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 and Marketo only; import CSV files are capped at 10 MB.

    Operelio vs CloudingoCloudingo pricing and alternatives

  10. 10. Import2

    Best for: Switching CRMs with records and relationships intact

    Migration software across 250+ apps, with professional services if you want them and a refund and cleanup guarantee. Its CSV Loader imports files into 100+ apps, from $100 a month billed monthly.

    Price
    From $499 per migration
    Keep in mind
    Priced per migration: the exact price comes after the free sample.

    Operelio vs Import2

  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 pushes rows back to Salesforce or HubSpot, with insert, update, upsert and delete.

    Price
    Free; Starter $49 a month billed yearly ($59 monthly), one user
    Keep in mind
    Export size is 100 rows on Free and 500 on Starter; we found no Pipedrive push.

    Operelio vs Coefficient

  12. 12. CSVBox

    Best for: SaaS developers adding CSV upload to their app

    An import widget SaaS teams embed so their customers can upload spreadsheets. Rows go to the developer's backend or 20+ destinations such as databases, Google Sheets and Airtable.

    Price
    Sandbox free at 5 rows per import; paid from $16 a month billed yearly
    Keep in mind
    Built for developers: we found no HubSpot, Salesforce or Pipedrive destination.

    Operelio vs CSVBox

Frequently asked questions

What is the best free CRM import tool?

Your CRM's own importer: free with every HubSpot account, included with Salesforce and on every Pipedrive plan. We found none that checks emails; HubSpot's formatting rules clean some values. On Operelio's Free plan you can clean the file and format it for your CRM first.

How do I import contacts into HubSpot, Salesforce or Pipedrive without duplicates?

HubSpot matches contacts on email or record ID, companies on domain. Salesforce's wizard matches on a field you pick, or none. Pipedrive merges people on name plus one of organization, phone or email. Operelio matches people by email address (rows without one aren't sent), companies by website or name.

What is the best tool to import a CSV into HubSpot?

HubSpot's own importer for one-off files, deal updates and other objects: it is free and takes up to 1,048,576 rows per file on paid accounts. For repeat contact and company imports, Operelio fills only blank HubSpot fields by default. Insycle's Magical Import suits rules set field by field.

Can I import files into my CRM automatically?

Yes. On Starter and up, an Operelio trail cleans, verifies and pushes each new file on arrival or on a schedule, automatically or after your approval. Skyvia runs scheduled CSV imports, dataloader.io schedules imports from Box, Dropbox or FTP and 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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