Operelio
Constant ContactPipedrive

How to import Constant Contact into Pipedrive

7 of the 14 columns in a Constant Contact 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 Constant Contact export first

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

One Constant Contact row, through the templatecopied as it ischanged on the way1explained below
  • First Name, Last Name to Name1joinedWei Chen
  • Email to Emaillowercasedwei.chen@ironwood.example.com
  • Phone Number to Phone+44 161 496 0544
  • Company Name to OrganizationIronwood Timber
  • Job Title to Job TitleSales Director
  • List Memberships to Notes2joined, with labelsLists: Customers, Events 2026
Not imported: Address Line 1, City, State, Postal Code, Country, Birthday and Email Permission Status. The template leaves these out; map any to a custom field in Operelio.

Where Constant Contact and Pipedrive don’t line up

1

First Name and Last Name become one Name

Constant Contact 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 Wei
Last Name Chen
PipedriveWei Chen
2

One column kept in Notes

This template gives List Memberships no Pipedrive field of its own.

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

ExportList Memberships Customers, Events 2026
PipedriveLists: Customers, Events 2026

Check your Constant Contact export before you import it

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

Drop your Constant Contact CSV here

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

Constant Contact to Pipedrive in three steps

Step 1Export from Constant Contact
  1. Open the Contacts page and select the contacts, or export by list, segment or tag.
  2. Click Actions, then Export selection.
  3. Choose the contact details to include and click Export.
  4. Download the file as CSV or Excel from your import and export activity.
Constant Contact: Export 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 Constant Contact'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 List Memberships go?

Into Notes on each person, labeled like "Lists: Customers, Events 2026".

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 Constant Contact export and download a file Pipedrive can import. No credit card needed. The push into Pipedrive is from Starter.

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