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Pipedrivemonday CRM

How to migrate Pipedrive to monday.com

5 of the 5 columns in a Pipedrive export, mapped into 5 monday CRM fields under monday CRM'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 monday CRM’s import rulesUpdated October 3, 2026

One Pipedrive row, through the templatecopied as it ischanged on the way1explained below
  • Person - Name to NamePriya Nair
  • Person - Email to Emaillowercasedpriya.nair@meridian.example.com
  • Person - Phone to Phone+44 20 7946 0125
  • Person - Organization to CompanyMeridian
  • Person - Label to Notes1joined, with labelsPipedrive label: Hot lead

Where Pipedrive and monday CRM don’t line up

1

One column kept in Notes

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

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

PipedrivePerson - Label Hot lead
monday CRMPipedrive label: Hot lead

Check your Pipedrive export before you import it

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

Drop your Pipedrive CSV here

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

Pipedrive to monday CRM 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 monday CRM 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 monday CRM
  1. Open the Contacts board, open the New contact dropdown and select Import contacts.
  2. Browse to your file or drag it in.
  3. Choose the group to add the items to.
  4. Match each file column to a board column or a new column, or skip it.
  5. Set the duplicate behavior (add as new, skip or update) and click Import Now.
Monday CRM's Excel and CSV 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 from Starter.

Use this template in Operelio

Questions

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

To Company on the contact.

Where does Person - Label go?

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

Why is Name a direct map and not split?

Pipedrive's export has a single name column, which maps straight to monday CRM's name field. No splitting needed.

Duplicates and undoing an import: monday CRM import questions.

How this page was checked

Try this template free

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

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