Operelio
ActiveCampaignPipedrive

How to import ActiveCampaign into Pipedrive

7 of the 14 columns in an ActiveCampaign export, mapped into 6 Pipedrive fields under Pipedrive's own names.

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your ActiveCampaign export first

Built on ActiveCampaign’s export columnsChecked against Pipedrive’s import rulesUpdated October 13, 2026

One ActiveCampaign row, through the templatecopied as it ischanged on the way1explained below
  • First Name, Last Name to Name1joinedSarah Pentland
  • Email to Emaillowercasedsarah.pentland@cavendish.example.com
  • Phone to Phone+1 503-555-0170
  • Organization to OrganizationCavendish Legal
  • Job Title to Job TitleMarketing Manager
  • Tags to Notes2joined, with labelsTags: trial, webinar-attendee
Not imported: Mailing Address 1, Mailing City, Mailing State, Mailing Zip, Mailing Country, Status and Date Unsubscribed. The template leaves these out; map any to a custom field in Operelio.

Where ActiveCampaign and Pipedrive don’t line up

1

First Name and Last Name become one Name

ActiveCampaign keeps First Name and Last Name apart, and Pipedrive has one Name field.

The template joins them, leaving out any that are empty.

ExportFirst Name Sarah
Last Name Pentland
PipedriveSarah Pentland
2

One column kept in Notes

This template gives Tags no Pipedrive field of its own.

The template writes them into Notes, each with its label, and leaves empty ones out.

ExportTags trial, webinar-attendee
PipedriveTags: trial, webinar-attendee

Check your ActiveCampaign export before you import it

Looks for the 7 columns this template reads, and what Pipedrive would skip.

Drop your ActiveCampaign CSV here

Runs in your browser. Nothing is uploaded, and results are counts only.

ActiveCampaign to Pipedrive in three steps

Step 1Export from ActiveCampaign
  1. Click Contacts in the left menu.
  2. Click the three dots at the top right of the Contacts page and choose Export.
  3. Name the export and pick the fields you want.
  4. Click Export, then download the file from the Exports page within 7 days.

Contact notes can't be exported, and each contact's tags come in a single column.

ActiveCampaign: Export all contacts
Step 2Paste into the template
  1. Paste the export at A1 of Paste your export here.
  2. Start here checks all 7 columns were found.
  3. Save Pipedrive Contacts import as a CSV.

Works in Excel for Microsoft 365 and Google Sheets. Excel 2019 and older, Apple Numbers and LibreOffice can't run the formulas this file uses.

Just the 6 headers as a CSV

Step 3Import into Pipedrive
  1. Go to Tools and apps, then Import data, then Import from spreadsheet, and click Get started.
  2. Select the kinds of data your file contains, such as People, and click Next.
  3. Click Upload spreadsheet and choose your file.
  4. Check the mapping, drag any unmapped column onto a field, and click Next.
  5. Check the preview, choose how duplicates are handled and click Start import.
Pipedrive's spreadsheet import, screen by screen

Operelio, with the same template

Fixes the capitals in names, formats phone numbers, removes duplicate and blank rows, which the Excel file leaves to you. On every plan. Email verification, a check against your Pipedrive records and dropdowns, and the push, from Starter.

Use this template in Operelio

Questions

Where does ActiveCampaign's export fill Name, which Pipedrive requires?

Name joins First Name and Last Name. The checker above counts the rows with Name blank.

Where does Tags go?

Into Notes on each person, labeled like "Tags: trial, webinar-attendee".

Why do First Name and Last Name become one Name field in Pipedrive?

Operelio's Pipedrive format uses a single Name field. The template combines the two columns with a space so each contact record displays correctly.

Duplicates and undoing an import: Pipedrive import questions.

Try this template free

Upload your ActiveCampaign export and download a file Pipedrive can import. No credit card needed. The push into Pipedrive is from Starter.

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