If you are migrating from another CRM to Salesmate. We have eased this transition by providing you with an easy, click-to-go Import feature.
It allows you to import data from another CRM directly.
Not just contacts or companies, we allow you to import your Deals, Activities, and Notes too. Making it a quick migration for your Sales teams to get accustomed to a new system.
Supported CRMs:
- Pipedrive
- HubSpot
- Others will be added soon. Please reach support with your requirement.
Pre-requisite for Pipedrive import
Please keep below the pre-requisite list in mind before importing data from Pipedrive.
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Create all the users that are present in Pipedrive (active or inactive) in Salesmate.
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Create all the pipelines & stages present in Pipedrive in Salesmate.
Please follow the below steps to import your data from Pipedrive:
- Navigate to the Profile Icon at the top right corner
- Click on Setup
- Head over to the Manage Data category
- Select Import Or Migrate
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Select Import from other CRM
- Now on the next screen, select Pipedrive.
- You will be redirected to the below screen after you select Pipedrive where you need to add the API key of your Pipedrive account into Salesmate.
- The API Key should be available under
- Profile icon
- Personal Preferences
- API (How to find Pipedrive API Keys)
- Your API token - COPY
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Once you click on Connect, it will redirect you to the module selection page where you can select the modules you want to import
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Here, you can select the modules from which you would like to migrate the data
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After selecting modules, you will be redirected to the field mapping screen
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Now, you can map the Pipedrive fields to the Salesmate fields.
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Map the Pipedrive fields of all the selected modules to Salesmate.
- You can check the First record from the Pipedrive under each field. It can help you to map the correct fields.
- If any Pipedrive field does not exist in the system, then you can directly create it by clicking “Create New Field” at the bottom of the popper and a popup will open with the field name and data type pre-filled into it.
- Click on "Create New Contact Field". Learn More
- If fields are mapped with different data, a warning icon will be displayed and a tool tip when hovering over it.
- On the Next screen, you can assign the Owner.
- Add Tags, and Add the newly created records to the List in Salesmate which will help you to track the records.
- You will be able to preview the import and start the import
- Preview of mapping columns by the module.
- By clicking on the I have verified, start the import will start the import process.
- Now, you can view the import progress on this page.
- Once Imported, the details of the Import will be visible for your reference under "Details"
Previous Import:
- Import Date: Gives you the status of the day the file was imported
- File: It helps you identify if the records were imported through a CRM system or Excel /CSV Files
- Owner: The User that imported the Records
- Module: The icons help you identify the module in which the records that were imported
- Actions:
- With Actions, you check the details of the import
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- Revert the import which is available up to 48 hours after the import is completed.
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