Format your CSV for HubSpot or Salesforce

There are built-in formats for eight CRMs: HubSpot, Salesforce, Pipedrive, Zoho CRM, Monday.com, Freshsales, Close, and Copper, on every plan including Free. For anything else, pick the Generic format or build a fully custom template with your own field names and types. Direct push covers HubSpot contacts and companies, Salesforce contacts, leads and accounts and Pipedrive people and organizations. For the other five CRMs you download a formatted CSV and import.

Yes. Pick the Quick Import template for your source (LinkedIn Sales Nav, LinkedIn Connections, Apollo, ZoomInfo, Cognism, Lusha, Mailchimp, Shopify, Google Contacts, Outlook, Stripe, WooCommerce, ActiveCampaign, Constant Contact, Squarespace, Wix, Eventbrite, Calendly, Typeform, Intercom, and more), choose your target CRM, and the columns map across. 168 templates are available.

No. Operelio reads your column headers and auto-matches them to CRM fields. It handles common variations like "First Name", "first_name", and "fname". You can adjust any mapping it gets wrong, but most files need little or no manual work.

Direct push is available for HubSpot, Salesforce, and Pipedrive on Starter, Pro, and Agency plans. Connect your account, run the formatter, and push without downloading a file, for people or companies: HubSpot contacts and companies, Salesforce contacts, leads and accounts and Pipedrive people and organizations. A push matches every row against the CRM (people are matched on email address, companies on website or name): a row that matches an existing record updates it, a row that doesn't creates a new one, and you can switch either half off. Updating fills blank fields only unless you ask for an overwrite, so a push never writes over a value your CRM already holds. One push carries up to 50,000 rows, split into batches and resumed for you, with a running count on screen. For the other five platforms, you download a formatted CSV and import through your CRM.

Yes, that is what the pre-push report is for. Before anything is written you get four numbers that add up to your row count: contacts to create, existing contacts to update, rows skipped, and rows your CRM will refuse. Every skip gives its reason, whether that is a blank email, the same address on an earlier row, or nothing left to fill. The report also names values the CRM won't accept before it is asked, such as a picklist entry that isn't on the list or text longer than the field allows, with the number of rows affected and an example. Nothing reaches your CRM until you confirm.

Emails are lowercased and trimmed. Phone numbers are stripped of brackets, dashes, dots, and spaces (leading + is kept). Names are title-cased and split into first/last, or combined into one Name field for a CRM like Pipedrive that has only one. Comma format ('Smith, John') is handled, and abbreviations like CEO, VP, and LLC stay uppercase. Duplicates are removed by email, or by a full row match when there is no email column. Country values are normalized covering 80 countries. You can toggle each option on or off.

Yes. Save your column mappings, cleanup settings, and merge field config together. Next time you get a file from the same source, load the saved mapping and run it without re-mapping for typical files. Starter plans support up to 25 saved mappings, Pro plans up to 150, and Agency plans up to 300.

Free includes every CRM format and every object type (contacts, companies, leads, accounts, organizations), up to 2,000 rows and 5 jobs per month, with CSV download. Starter ($39/month), Pro ($99/month), and Agency ($299/month) add direct CRM push, saved mappings, custom templates, bigger files, and more jobs.

Rows with problems are flagged as warnings: emails missing an @ sign, blank required fields, phone fields without digits. On a push you also see what your CRM itself will refuse, so a row that was never going to land is counted as blocked instead of promised as a contact. Skipped and blocked are kept apart, because what you would do about each is different. You review everything before downloading or pushing, and nothing is dropped without saying so.

Yes. Merge fields combine multiple source columns into one target field with a separator you choose. Many of the built-in templates already include merge field configs, so this often needs no extra setup.

Files are encrypted in transit and at rest, and deleted after the retention window for your plan: 24 hours on Free, 30 days on Starter and Pro, 90 days on Agency, unless you star them. You can delete files manually at any time. OAuth connections never give Operelio your CRM password. Read the full security policy