Operelio
ShopifyPipedrive

How to import Shopify into Pipedrive

6 of the 15 columns in a Shopify export, mapped into 5 Pipedrive fields under Pipedrive's own names.

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your Shopify export first

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

One Shopify row, through the templatecopied as it ischanged on the way1explained below
  • First Name, Last Name to Name1joinedPriya Nair
  • Email to Emaillowercasedpriya.nair@westmarch.example.com
  • Phone to Phone+44 7700 900584
  • Company to OrganizationWestmarch Trading
  • Note to NotesOrders every month.
Not imported: Address1, City, Province, Zip, Country, Total Spent and 3 more. The template leaves these out; map any to a custom field in Operelio.

Where Shopify and Pipedrive don’t line up

1

First Name and Last Name become one Name

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

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

ShopifyFirst Name Priya
Last Name Nair
PipedrivePriya Nair

Check your Shopify export before you import it

Looks for the 6 columns this template reads, and what Pipedrive would skip.

Drop your Shopify CSV here

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

Shopify to Pipedrive in three steps

Step 1Export from Shopify
  1. From your Shopify admin, go to Customers and click Export.
  2. Choose the current page, all customers, selected customers or those matching your filters.
  3. Optionally include customer tags or metafields.
  4. Choose the CSV for spreadsheet programs, or Plain CSV file.
  5. Click Export customers.

Exports of more than 50 customers are emailed to you rather than downloaded.

Shopify: Importing and exporting customer lists
Step 2Paste into the template
  1. Paste the export at A1 of Paste Shopify export here.
  2. Start here checks all 6 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 5 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 Shopify'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 your contact records look right in Pipedrive.

Duplicates and undoing an import: Pipedrive import questions.

Try this template free

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

Use this template freeSee all templates