Map your CSV to your CRM's fields

There are built-in formats for eight CRMs: HubSpot, Salesforce, Pipedrive, Zoho CRM, monday CRM, 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, companies and deals, Salesforce contacts, leads, accounts and opportunities and Pipedrive people, organizations and deals. For the other five CRMs you download a formatted CSV and import.

Yes. Under From, your file, pick your source (LinkedIn, Apollo.io, 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, companies or deals: HubSpot contacts, companies and deals, Salesforce contacts, leads, accounts and opportunities and Pipedrive people, organizations and deals. 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, a row with nothing to match on isn't sent, and you can switch either half off. Updating fills blank fields only unless you ask for an overwrite, which on Salesforce also clears a field where your cell is blank. Without one, a push never writes over a value your CRM already holds. A push carries up to your plan's row limit to Salesforce, or of contacts to HubSpot (150,000 rows on Agency), and up to 50,000 rows to Pipedrive or of companies to HubSpot, split into batches and resumed for you, with a running count on screen. Pipedrive also limits API calls a day by plan and seats; if a push of contacts uses up the day's allowance, it pauses and finishes after Pipedrive resets it. 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 three numbers that add up to your row count: new contacts, existing contacts updated, and rows not sent. Every row not sent 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 keep only their digits and a leading + (a 00 prefix becomes + and a trailing extension is dropped). Names typed in lowercase are capitalized, and names are 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 names already in capitals, like JOHN SMITH, stay as they are. Duplicates are removed by email, or by a full row match when there is no email column. Country values can be normalized too, covering more than 80 countries, with that option turned on. 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.

You can't continue until every required field of your CRM has a column mapped to it. A blank value in a row, an email without an @ sign or a phone with no digits stays as it is in the file, so check those columns before an import. On a push you see the rows your CRM won't take, so a row that was never going to land is counted under Not sent (on Salesforce, Not sent or refused) instead of promised as a contact. It gets its own line, apart from rows not sent for other reasons, 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 removed by a daily cleanup after the retention window for your plan: 24 hours on Free, 30 days on Starter and Pro, 90 days on Agency (Free files can last up to about a day past that). On Starter and above you can star a file to keep it, or delete it yourself at any time. OAuth connections never give Operelio your CRM password. Read the full security policy