Migrate from Pipedrive to SalesBob

Overview

This guide walks you through exporting your data from Pipedrive CRM and importing it into SalesBob. The process involves three main data types:

Organizations (imported as Customers)
Persons (imported as Customer Contacts)
Deals

Estimated time: 15-30 minutes depending on your data volume.

Before You Begin

You need admin access in both Pipedrive and SalesBob.
Import organizations first, then persons, then deals — this preserves the relationships between records.
SalesBob's import wizard has a built-in Pipedrive preset that automatically maps columns for you.
You can undo any import within 24 hours if something goes wrong.

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Step 1: Export Organizations from Pipedrive

Start by exporting your organization records from Pipedrive:

1 In Pipedrive, go to Contacts → Organizations.
2 Click the ⋯ menu (top right) and select Export filter results.
3 Choose CSV as the file format.
4 Select the fields you want to export (at minimum: Organization, Phone, Email, Address, Owner).
5 Click Export and download the CSV file when ready.

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Step 2: Import Organizations into SalesBob

Now import the exported organizations into SalesBob:

1 In SalesBob, go to Settings → Import.
2 Select Customers as the import type.
3 Upload the CSV file you exported from Pipedrive.
4 Select the Pipedrive preset — columns will be mapped automatically.
5 Review the preview and click Import.

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Step 3: Export Persons from Pipedrive

Next, export your person records:

1 In Pipedrive, go to Contacts → People.
2 Click the ⋯ menu and select Export filter results.
3 Choose CSV as the file format.
4 Select the fields to export (at minimum: First name, Last name, Email, Phone, Organization, Job title).
5 Click Export and download the CSV file.

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Step 4: Import Persons into SalesBob

Import the persons and link them to the organizations you already imported:

1 In SalesBob, go to Settings → Import.
2 Select Customer Contacts as the import type.
3 Upload the CSV file you exported from Pipedrive.
4 Select the Pipedrive preset.
5 The "Organization" column will be matched to existing customers by name. Review the preview and click Import.

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Step 5: Export Deals from Pipedrive

Finally, export your deals:

1 In Pipedrive, go to Deals.
2 Click the ⋯ menu and select Export filter results.
3 Choose CSV as the file format.
4 Select the fields to export (at minimum: Title, Value, Pipeline, Stage, Organization, Expected close date).
5 Click Export and download the CSV file.

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Step 6: Import Deals into SalesBob

Import your deals and link them to customers:

1 In SalesBob, go to Settings → Import.
2 Select Deals as the import type.
3 Upload the CSV file you exported from Pipedrive.
4 Select the Pipedrive preset.
5 The "Organization" column will be matched to existing customers. Review the preview and click Import.

Tips & Best Practices

Import order matters — always import organizations first, then persons, then deals. This ensures that persons and deals can be linked to their parent organizations.
Use the duplicate check — SalesBob's import wizard can skip or update existing records if you re-import. Choose "Skip duplicates" for a safe first import.
Check the preview carefully — the import wizard shows you exactly how your data will be mapped before you commit. Verify that key fields like organization name and email are correctly mapped.
Undo if needed — every import can be rolled back within 24 hours from the import history page.
Custom fields — if you have Pipedrive custom fields that don't match SalesBob's preset mapping, you can manually map them in the column mapping step.

Field Mapping Reference

The tables below show how Pipedrive CSV columns are automatically mapped to SalesBob fields when you select the Pipedrive preset.

Organizations → Customers

Pipedrive Column	SalesBob Field
`Organization`	`company_name`
`Phone`	`phone`
`Email`	`email`
`Address`	`street`
`Organization - Address - City`	`city`
`Organization - Address - ZIP/Postal code`	`postal_code`
`Organization - Address - Country`	`country`
`Owner`	`assigned_to`
`Label`	`status`

Persons → Customer Contacts

Pipedrive Column	SalesBob Field
`First name`	`first_name`
`Last name`	`last_name`
`Email`	`email`
`Phone`	`phone`
`Organization`	`company (lookup)`
`Job title`	`position`
`Note`	`notes`

Deals

Pipedrive Column	SalesBob Field
`Title`	`deal_name`
`Value`	`value`
`Pipeline`	`pipeline`
`Stage`	`stage`
`Organization`	`customer (lookup)`
`Expected close date`	`expected_close_date`
`Owner`	`assigned_to`
`Probability (%)`	`probability`
`Label`	`source`