Operelio
MailchimpPipedrive

How to import Mailchimp into Pipedrive

5 of the 13 columns in a Mailchimp export, mapped into 4 Pipedrive fields under Pipedrive's own names.

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your Mailchimp export first

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

One Mailchimp row, through the templatecopied as it ischanged on the way1explained below
  • First Name, Last Name to Name1joinedDavid Garcia
  • Email Address to Emaillowercaseddavid.garcia@example.com
  • Phone Number to Phone+44 7700 900436
  • NOTES to NotesAsked about the annual plan.
Not imported: Address, City, State, Zip, Country, MEMBER_RATING, OPTIN_TIME and TAGS. The template leaves these out; map any to a custom field in Operelio.

Where Mailchimp and Pipedrive don’t line up

1

First Name and Last Name become one Name

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

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

MailchimpFirst Name David
Last Name Garcia
PipedriveDavid Garcia

Check your Mailchimp export before you import it

Looks for the 5 columns this template reads, and what Pipedrive would skip.

Drop your Mailchimp CSV here

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

Mailchimp to Pipedrive in three steps

Step 1Export from Mailchimp
  1. Click Audience, and choose the audience from the dropdown if you have more than one.
  2. Click Export audience.
  3. Click Export CSV and wait for the email saying the export is complete.
  4. Download the file. It may arrive as a ZIP with one CSV per contact status.

Only Owners and Admins can export audiences, and the files stay in your account for 30 days.

Mailchimp: View or export contacts
Step 2Paste into the template
  1. Paste the export at A1 of Paste Mailchimp export here.
  2. Start here checks all 5 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 4 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 Mailchimp's export fill Name, which Pipedrive requires?

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

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

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