No more missed follow-ups
Pipedrive reminds reps what to do next on every deal, instead of relying on someone remembering to check a sheet.
Spreadsheets to Pipedrive migration
Move from spreadsheets to Pipedrive in weeks, not months
Outgrown Excel or Google Sheets? We turn your sheets into a clean, organised Pipedrive account with pipelines, reminders and reports, so no follow-up slips through the cracks again.
- No data loss
- Your team keeps selling
- Fixed price, agreed upfront
Why teams move from Spreadsheets to Pipedrive
One version of the truth
No more copies, broken formulas or “which file is the latest?”. Everyone works from the same live data.
Reports without the manual work
Forecasts, win rates and activity reports update on their own, instead of being rebuilt every Monday.
What moves from Spreadsheets to Pipedrive
Before anything moves, you approve a mapping document like this one, adjusted to your own fields.
SpreadsheetsPipedriveHow it’s handled
Rows of contacts
People
Names, emails and phones cleaned and de-duplicated.
Company names
Organizations
Merged so each company appears once.
Opportunity or deal rows
Deals
Value, owner and expected close date kept.
Status column
Pipeline stages
Turned into a proper pipeline.
Extra columns
Custom fields
Only the ones your team still needs.
Follow-up dates
Activities
Become scheduled reminders.
Comments column
Notes
Attached to the right person or deal.
Owner column
Users
Each record assigned to the right rep.
Multiple tabs or files
One Pipedrive account
Combined, cleaned and linked.
How we move you to Pipedrive
Five steps, a test import you sign off, and no downtime for your sales team.
Audit and map
We review your current CRM or sheets, agree what moves, and map every object and field to Pipedrive before anything is touched.
Clean the data
Duplicates merged, dead records archived, formats fixed. You start Pipedrive with data your team can trust.
Build Pipedrive
Pipelines, stages, custom fields, permissions and automations set up around how your team actually sells.
Test import
A sample migration first. You check real records in Pipedrive and sign off before the full move.
Go live and train
Full migration, record counts checked against the source, then hands-on training so the team uses it from day one.
Everything included in your migration
- Field-by-field mapping document you approve
- Duplicate clean-up before import
- Pipelines, stages and custom fields rebuilt
- Activities, notes and history kept with each record
- Record counts checked against your old system
- Automations rebuilt in Pipedrive
- Hands-on team training
- 45-day Pipedrive trial through CRM Squirrel
FAQ
Spreadsheets to Pipedrive migration questions
Something else on your mind? Ask the team — we reply within one business day.
How long does it take to move from spreadsheets to Pipedrive?
Most spreadsheet migrations take 1–3 weeks, depending on how many sheets you have and how much clean-up the data needs.
Our spreadsheets are messy. Is that a problem?
No, that’s normal. Cleaning is part of the job: we merge duplicates, fix formats and split combined columns before anything goes into Pipedrive.
Can you combine several spreadsheets?
Yes. We merge multiple files and tabs into one Pipedrive account, linking people, companies and deals correctly.
Do we need to clean the data ourselves first?
No. Send us the files as they are. We’ll tell you about anything we need you to decide, such as which columns to keep.
Will the team need training?
Yes, and it’s included. Moving from sheets is a big change, so we train the team on the pipeline, activities and reports they’ll use every day.
How much does it cost?
Imports of up to 5,000 records fit our Starter package ($2,000). Larger or messier data sets fit Growth ($4,000, up to 20,000 records). You get a fixed quote first.
Free migration audit
Get a fixed quote for your move
Tell us what you use today, roughly how many records you have and when you’d like to switch. We’ll reply within one business day with next steps and a fixed price.
Moving from somewhere else? HubSpot · Salesforce · Zoho CRM · all migrations
Certified Pipedrive partner
Ready to leave Spreadsheets behind?
Book a free 30-minute call. We’ll look at your current setup and tell you exactly what the move to Pipedrive involves.
- Free 30-minute call with a Pipedrive specialist
- Fixed-price quote before any work starts
- Live in about four to five weeks
Free Mini Gap AnalysisWorth $499 · no obligation
Open
Not ready for a call?
Tell us how you sell today. We’ll send back the one or two gaps costing you deals — and the quickest fix.
- 500+Pipedrive projects
- 1,000+Automations built
- 4–5 wksAverage go-live