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How to migrate Pipedrive to Close

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

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your Pipedrive export first

Built on Pipedrive’s export columnsChecked against Close’s import rulesUpdated October 3, 2026

One Pipedrive row, through the templatecopied as it ischanged on the way1explained below
  • Person - Name to NameSarah Pentland
  • Person - Email to Emaillowercasedsarah.pentland@westmarch.example.com
  • Person - Phone to Phone+44 20 7946 0014
  • Person - Organization to CompanyWestmarch Trading
  • Person - Label to Description1joined, with labelsPipedrive label: Hot lead

Where Pipedrive and Close don’t line up

1

One column kept in Description

This template gives Person - Label no Close field of its own.

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

PipedrivePerson - Label Hot lead
ClosePipedrive label: Hot lead

Check your Pipedrive export before you import it

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

Drop your Pipedrive CSV here

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

Pipedrive to Close in three steps

Step 1Export from Pipedrive
  1. Open the People list view and apply a filter.
  2. Click the gear icon and choose the columns to include.
  3. Click the three dots, then Export filter results.
  4. Choose Excel or CSV, then download the file now or later from Export data.

Only global admins and users with the right permission can export, and files are kept for 28 days.

Pipedrive: Exporting data
Step 2Paste into the template
  1. Paste the export at A1 of Paste Pipedrive export here.
  2. Start here checks all 5 columns were found.
  3. Save Close 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 5 headers as a CSV

Step 3Import into Close
  1. Click your name at the top right and choose Import data.
  2. Upload a CSV or Excel file, or paste straight from a spreadsheet.
  3. Choose where each column goes, or check Skip to leave it out, and click Next.
  4. Choose a column to group rows into leads, such as Company.
  5. Set the duplicate matching and choose to add missing information, replace the lead or skip it, then start the import.
Close's importer, 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 from Starter.

Use this template in Operelio

Questions

Where does Pipedrive's Person - Organization column go in Close?

To Company on the contact.

Where does Person - Label go?

Into Description on each contact, labeled like "Pipedrive label: Hot lead".

Does this create Leads or Contacts in Close?

Contacts, and Close keeps every contact inside a lead. When you import the file, Close asks for a column to group rows into leads, such as a company column if your file has one, and each contact lands on that lead. Contacts in the same group that share an email or phone are merged into one.

Duplicates and undoing an import: Close import questions.

How this page was checked

Try this template free

Upload your Pipedrive export and download a file Close can import. No credit card needed.

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