CRM importing

Operelio vs Import2

Pick Operelio if files keep coming into HubSpot, Salesforce or Pipedrive and you want saved mappings, merged or split fields, a report before you push and trails to automate it (Starter and up). Pick Import2 to move a whole CRM once, with its relationships.

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

Quick answer

Choose Operelio if

  • You import new files every week or month, rather than moving a whole CRM once.
  • You use more than one of HubSpot, Salesforce and Pipedrive and want one importer and one report for all of them.
  • You want each file checked against the live CRM, with warnings for values it would refuse, before anything is written.

Choose Import2 if

  • You are switching CRMs and want records and their relationships moved for you.
  • You need HubSpot deals, tickets, products or engagements imported from a file.
  • You also need to export data out of HubSpot in bulk.

Operelio vs Import2 side by side

Operelio and Import2 compared
Compared onOperelioImport2
What it isAn importer for the CRM you use, with a report before you push, plus trails, Bridgeant AI cleanup and 17 cleanup and verification tools.A done-for-you CRM migration service, plus CSV Loader, a self-serve CSV import and export tool for HubSpot.
CRMsPushes to HubSpot, Salesforce and Pipedrive. Formats files for Zoho, Monday.com, Freshsales, Close and Copper, or to a custom template of your own.Migrations between 50+ apps, including HubSpot, Salesforce, Pipedrive, Zoho, Copper and Close. CSV Loader works with HubSpot.
Mapping fieldsReusable mappings, including ready-made ones for common sources, with column values merged, split or combined into your CRM's fields.Migrations are done for you. CSV Loader maps a file into HubSpot.
Matching existing recordsAutomatic: people by email address, companies by website or name.CSV Loader: you pick any field to match on, then update existing records or create the ones that are missing.
Before anything is writtenA report of what will be created, updated, skipped or refused, warning of values your CRM won't accept and owners it doesn't have.Import2 offers a free sample migration first.
Repeat importsA trail maps, cleans, checks and pushes each new file on arrival or on a schedule (Starter and up).Migrations are priced one at a time. CSV Loader Unlimited allows unlimited monthly imports.
UndoHubSpot's 14-day restore covers HubSpot pushes; Salesforce and Pipedrive pushes have no undo. Operelio never deletes or merges.CSV Loader can clean out the records an import created. Migrations come with a refund and cleanup guarantee.
PriceFree: 15 of 17 tools. CRM push from $39 a month on Starter, billed monthly.Migrations from $499 each. CSV Loader from $100 a month, billed monthly.

Pricing

Import2 charges once per migration, by the size of the database, from $499. CSV Loader is a subscription for HubSpot file imports from $100 a month billed monthly, with a 14-day free trial and no free plan.

Operelio

Free15 of 17 tools · 2,000 rows per job, 5 jobs a month · CRM push and trails from Starter
$0
Starter$29.25 a month billed yearly · 50,000 rows per job
$39 a month
Pro$74.25 a month billed yearly · 75,000 rows per job
$99 a month
Agency$224.25 a month billed yearly · 150,000 rows per job
$299 a month

Flat monthly plans, set by rows per job and jobs a month. Pro includes 5 seats and Agency 10, with extra seats paid, and email verification uses credits. The price does not change with the size of your CRM.

Import2

Import2 Basic migrationUnder 50,000 records. Other tiers: Plus $999, Premium $1,499, Enterprise from $1,999
$499 per migration
CSV Loader BasicBilled monthly. 50,000 records a month, import and export
$100 a month
CSV Loader UnlimitedUnlimited monthly imports, 100,000 records per transaction
$1,200 a year

From the vendor's own pricing page, September 2026.

A one-time move, or files that keep arriving

Import2 is built for moving a whole CRM once; Operelio is the importer for the files that keep arriving. Import2 moves records and their relationships from one CRM to another as a service, starting with a free sample migration.

On Starter and up, each new file goes to a trail by upload, by email to the folder's own address or through the API (Pro and up). The trail runs on arrival or on a schedule (every day, on weekdays, once a week or every 6, 8 or 12 hours).

A report before anything is written

Operelio shows the outcome before it writes. CSV Loader updates records through a match field you pick, and its docs do not describe a preview.

Operelio checks every row against your CRM and gives the reason for each skip and refusal. Blank fields are filled by default and overwrite is opt-in, so values your team entered stay as they are.

Mapping and cleaning each file

Import2 moves the data as it is; Operelio maps and cleans each file on the way in. Save a mapping and load it on the next file, or start from a ready-made one for sources such as Apollo, Shopify or Mailchimp.

Columns can merge into one field or split into several. Operelio also dedupes the file, fixes formats and runs the free email quality check, and email verification (credits, Starter and up) checks that each address can receive mail.

Undoing an import

Import2 can reverse its own work: CSV Loader can clean out the records an import created, and migrations come with a cleanup guarantee.

Operelio's HubSpot pushes go in as HubSpot imports, so HubSpot's restore covers them for Super Admins on paid hubs. Pushes to Salesforce and Pipedrive cannot be undone in one click.

Where Import2 is better

  • Whole-CRM migrations

    It moves records and their relationships between 50+ apps as a service, with a refund and cleanup guarantee.
  • More HubSpot objects

    CSV Loader handles deals, tickets, products, notes, engagements, lists and pipelines, and exports them too.
  • Bigger batches

    CSV Loader's Unlimited plan takes 100,000 records per transaction.

Questions

Is Import2 a CSV importer?

Not mainly. Import2 is a CRM-to-CRM migration service. The same company makes CSV Loader, a CSV import, update and export tool listed on HubSpot's marketplace.

How much does Import2 cost?

Migrations are priced by database size: $499 under 50,000 records, $999 under 100,000, $1,499 under 200,000 and from $1,999 above that. CSV Loader starts at $100 a month billed monthly.

Can Operelio migrate my CRM?

Not as a migration service; it imports files. Export from the old system, map and clean the file in Operelio and push it to HubSpot, Salesforce or Pipedrive. Contacts can be linked to their company on Salesforce and Pipedrive, but record history and deals do not come across.

Does CSV Loader have a free plan?

No. It has a 14-day free trial, then costs from $100 a month billed monthly.

Can Operelio import new files every week?

Yes, on Starter and up. A trail maps, cleans, checks and pushes each new file on arrival or on a schedule (every day, on weekdays, once a week or every 6, 8 or 12 hours). Files arrive by upload, email to the folder's address or the API (Pro and up).

More comparisons

CRM importing

Head to head

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

Operelio vs Import2

Clean, route and import in one place

Trails for automated lead flow and routing, Bridgeant for AI cleanup and a toolkit of 17 tools. CRM imports show you what will change before you push. Start free with 15 tools, no credit card needed.