Operelio
Zoho CRMPipedrive

How to migrate Zoho CRM to Pipedrive

9 of the 15 columns in a Zoho CRM 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 Zoho CRM export first

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

One Zoho CRM row, through the templatecopied as it ischanged on the way1explained below
  • First Name, Last Name to Name1joinedSarah Pentland
  • Email to Emaillowercasedsarah.pentland@pemberton.example.com
  • Phone to Phone+44 20 7946 0824
  • Company to OrganizationPemberton Foods
  • Title to Job TitleFinance Director
  • Description, Lead Source, Tag to Notes2joined, with labelsZoho description: Asked for a call in the new year. | Lead source: Trade Show | Tags: Legal, Priority
Not imported: Mobile, Mailing Street, Mailing City, Mailing State, Mailing Zip and Mailing Country. The template leaves these out; map any to a custom field in Operelio.

Where Zoho CRM and Pipedrive don’t line up

1

First Name and Last Name become one Name

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

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

Zoho CRMFirst Name Sarah
Last Name Pentland
PipedriveSarah Pentland
2

Three columns kept in Notes

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

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

Zoho CRMDescription Asked for a call in the new year.
Lead Source Trade Show
Tag Legal, Priority
PipedriveZoho description: Asked for a call in the new year. | Lead source: Trade Show | Tags: Legal, Priority

Check your Zoho CRM export before you import it

Looks for the 9 columns this template reads, and what Pipedrive would skip.

Drop your Zoho CRM CSV here

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

Zoho CRM to Pipedrive in three steps

Step 1Export from Zoho CRM
  1. Go to Setup, then Data Administration, then Export.
  2. Click Start an Export and choose Contacts or Leads.
  3. Pick CSV or XLSX.
  4. Download the ZIP. The link lasts seven days.

You need the Export permission for the module. A CSV export takes up to 200,000 records, XLSX up to 50,000.

Zoho CRM: Export CRM data
Step 2Paste into the template
  1. Paste the export at A1 of Paste Zoho CRM export here.
  2. Start here checks all 9 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 Zoho CRM'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, Lead Source and Tag go?

Into Notes on each person, labeled like "Zoho description: Asked for a call in the new year. | Lead source: Trade Show | Tags: Legal, Priority".

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 Zoho columns with a space so each contact record displays correctly.

Duplicates and undoing an import: Pipedrive import questions.

Try this template free

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

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