Operelio
SalesforcePipedrive

How to migrate Salesforce to Pipedrive

8 of the 14 columns in a Salesforce 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 Salesforce export first

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

One Salesforce row, through the templatecopied as it ischanged on the way1explained below
  • First Name, Last Name to Name1joinedPriya Patel
  • Email to Emaillowercasedpriya.patel@orbit.example.com
  • Phone to Phone+1 503-555-0196
  • Company to OrganizationOrbit
  • Title to Job TitleMarketing Operations Lead
  • Description, Lead Source to Notes2joined, with labelsSalesforce description: Renewal due in March. | Lead source: Web
Not imported: Website, Street, City, State, Zip/Postal Code and Country. The template leaves these out; map any to a custom field in Operelio.

Where Salesforce and Pipedrive don’t line up

1

First Name and Last Name become one Name

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

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

SalesforceFirst Name Priya
Last Name Patel
PipedrivePriya Patel
2

Two columns kept in Notes

This template gives Description and Lead Source no Pipedrive field of their own.

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

SalesforceDescription Renewal due in March.
Lead Source Web
PipedriveSalesforce description: Renewal due in March. | Lead source: Web

Check your Salesforce export before you import it

Looks for the 8 columns this template reads, and what Pipedrive would skip.

Drop your Salesforce CSV here

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

Salesforce to Pipedrive in three steps

Step 1Export from Salesforce
  1. Build or open a Leads or Contacts report.
  2. From the report's dropdown, choose Export.
  3. Choose Details Only and pick .csv.
  4. Click Export and save the file.

You need the Export Reports permission. A report export takes up to 100,000 rows and 100 columns.

Salesforce: Export a report
Step 2Paste into the template
  1. Paste the export at A1 of Paste Salesforce export here.
  2. Start here checks all 8 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 Salesforce's export fill Name, which Pipedrive requires?

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

Where do Description and Lead Source go?

Into Notes on each person, labeled like "Salesforce description: Renewal due in March. | Lead source: Web".

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 your contact records look right in Pipedrive.

Duplicates and undoing an import: Pipedrive import questions.

Try this template free

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

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