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StripePipedrive

How to import Stripe into Pipedrive

7 of the 43 columns in a Stripe export, mapped into 3 Pipedrive fields under Pipedrive's own names.

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your Stripe export first

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

One Stripe row, through the templatecopied as it ischanged on the way1explained below
  • Name to NameSarah Pentland
  • Email to Emaillowercasedsarah.pentland@example.com
  • Description, Total Spend, Payment Count, Created (UTC), ID to Notes1joined, with labelsStripe note: Annual plan | Total spend: 2400.00 | Payments: 12 | Stripe created: 2025-09-14 16:22 | Stripe ID: cus_EXAMPLE0001
Not imported: Delinquent, Card ID, Card Name, Card Address Line1, Card Address Line2, Card Address City and 30 more. The template leaves these out; map any to a custom field in Operelio.

Where Stripe and Pipedrive don’t line up

1

Five columns kept in Notes

This template gives Description, Total Spend and Payment Count and 2 more no Pipedrive field of their own.

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

StripeDescription Annual plan
Total Spend 2400.00
Payment Count 12
PipedriveStripe note: Annual plan | Total spend: 2400.00 | Payments: 12 | Stripe created: 2025-09-14 16:22 | Stripe ID: cus_EXAMPLE0001

Check your Stripe export before you import it

Looks for the 7 columns this template reads, and what Pipedrive would skip.

Drop your Stripe CSV here

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

Stripe to Pipedrive in three steps

Step 1Export from Stripe

Under Columns, choose All columns. The templates read Address Line2 and Address State, which the Default columns leave out. Stripe's customer export has no phone column.

  1. Open the Customers page in the Stripe Dashboard.
  2. Optionally narrow the list with the Filter button.
  3. Click the export button in the upper right corner.
  4. Set the time zone, date range and columns, then export.
Stripe: Export customer data
Step 2Paste into the template
  1. Paste the export at A1 of Paste Stripe export here.
  2. Start here checks all 7 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 3 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, 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 Stripe's export fill Name, which Pipedrive requires?

Name comes from Stripe's Name column. The checker above counts the rows with Name blank.

Where do Description, Total Spend and the other columns go?

Into Notes on each person, labeled like "Stripe note: Annual plan | Total spend: 2400.00 | Payments: 12 | Stripe created: 2025-09-14 16:22 | Stripe ID: cus_EXAMPLE0001".

Which columns option should I pick in Stripe?

Default or All columns both work. All columns adds card, plan and tax details this template leaves out, so Default gives a smaller file. Stripe's third option, Custom, lets you pick the columns yourself.

Duplicates and undoing an import: Pipedrive import questions.

Try this template free

Upload your Stripe 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