Import Data
Bulk import deals, accounts, contacts, and leads into Pipeline Pilot
Import templates
Download pre-formatted CSV templates with the correct fields and required columns for each data type.
Need help?
Read the import guide for field requirements, formats, and best practices.
Recent imports
History of past import operations
Q3-leads-export.csv Leads import | 248 | Success | SC Sarah Chen | 2 hours ago | ||
acme-accounts.xlsx Accounts import | 18 | Success | ED Emily Davis | 5 hours ago | ||
hubspot-contacts.csv Contacts import | 156 | Partial | AD Admin | 1 day ago | ||
q2-deals-batch.csv Deals import | 89 | Success | MJ Mike Johnson | 2 days ago | ||
trade-show-leads.csv Leads import | 34 | Failed | DO David Okafor | 3 days ago | ||
enterprise-accounts.csv Accounts import | 12 | Success | SC Sarah Chen | 4 days ago |
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