Welcome to the Pipeliner CRM Cloud Knowledge Base

Search results for:import

Saving and Sharing an Import Mapping Template

Streamline future imports by saving your mappings as Import Templates that can be re-used by you or colleagues you share them with… This article covers the following topics: Saving an Import Template Sharing your Import Mapping… Saving an Import Template

Importing Data into Pipeliner — Tips on Data preparation

Tips on preparing your data ready to import into Pipeliner… If you just leave the name as “BP Petroleum” and import two Account records with the same name, when… should be linked to and you’ll have to sort it out manually post-import

Importing Accounts into Pipeliner

Import your Accounts into Pipeliner using our drag & drop wizard… Using the "Accounts Import Wizard", you can import new Account records into Pipeliner as well as update… Click on "Continue" to cancel the import and close the import screen ⤵ Once you’ve chosen your option

Importing Contacts (with or without Accounts) into Pipeliner

Import your Contacts into Pipeliner using our drag & drop wizard… Use the import wizard to import Contacts into Pipeliner from your prepared CSV file… Click on "Continue" to cancel the import and close the import screen ⤵ Once you’ve chosen your option

Importing and Exporting Users in Pipeliner

Pipeliner Administrators can import and export a list of users using a CSV file… You can select the correct values directly from the import form and then choose "Accept" to import the… Importing Users

Importing Opportunities (and Products) into Pipeliner

Import your Opportunities (with or without Product Line Items) using our drag & drop wizard… Click on "Continue" to close the import ⤵ Once you’ve chosen your option, the import will complete… Import Settings

Importing Leads (and Accounts and Contacts) into Pipeliner

Import your Leads (with or without Accounts and Contacts) using our drag & drop wizard… You cannot import Qualified Leads as you would import Opportunities instead… Import Settings

Importing Products and Pricing for use in Opportunities

How to import Products and Prices into Pipeliner. Your team can then select products, quantities, and pricing for their Opportunities… Accept Products manually to import one-by-one or Reject to exclude from the import or select multiple… Importing Products

Mobile — Creating a New Account or Contact

Import from Addressbook… They both include Creating New (starting with all fields blank), Create From Current Location, and Import… You can choose to select a single contact or you can choose to import your entire list of contacts

Advanced Fields & Forms — Working with Validated Fields (Dropdowns, Multi select checkboxes, Radio)

Learn how to work with validated fields - dropdowns, multi select checkboxes, radio fields including importing and exporting values… Importing and Exporting Field Values… If your list of values is long, you’ll want to import the values for validated fields instead of entering