Migrating CRMs não deveria be a weekend project. SalesSheet's CSV Import Wizard recognizes exports from HubSpot, Pipedrive, Copper, Salesforce, and generic CSVs automáticoally. Drop your file in, and the 2-pass auto-mapping engine matches your columns to SalesSheet fields - even when the column names não match exactly. Got a "Full Name" column? One click splits it into first and last name. And if something goes wrong, the circuit breaker pauses the import after 3 consecutive failures so você pode fix the issue without losing everything.
Import wizard with arrastar e soltar file upload and CRM preset detection for HubSpot, Pipedrive, Copper, and Salesforce
Five CRM presets, intelligent mapping, and safety nets that protect seus dados. No spreadsheet cleanup required.
The 2-pass mapping engine handles even the messiest CSV files. Pass one uses exact header matching against known CRM export schemas - so a HubSpot "Contact owner" column maps instantaneamente to the SalesSheet owner field. Pass two uses fuzzy matching for everything else, catching variations like "Phone Number," "phone_number," and "Tel." You review the mappings before anything imports, and can override any suggestion com um único clique.
Most CRM exports dump first and last names into a single "Full Name" or "Name" column. SalesSheet detects this automáticoally and offers a com um clique split into separate first name and last name fields. It handles edge cases too - prefixes like "Dr." and "Mr.", suffixes like "Jr." and "III", and hyphenated last names. No formulas, no find-and-replace - just click the split button and it's done.
The circuit breaker is your safety net. If the import hits 3 consecutive row failures - malformed data, missing required fields, encoding issues - it pauses automáticoally and shows you exactly what went wrong. You fix the problem rows, resume the import from where it stopped, and nothing already imported gets rolled back. It's the difference between importing 10,000 contacts confidently and wondering if half seus dados got corrupted.
Export seus contatos from any CRM and drop the CSV file into SalesSheet. The wizard instantaneamente detects which CRM the export came from - HubSpot, Pipedrive, Copper, Salesforce, or generic - and loads the appropriate mapping preset. You'll see a preview of seus dados with the first 10 rows displayed so você pode confirm the file looks right before proceeding.
Field mapping with auto-detected HubSpot preset - green checkmarks for exact matches, yellow for fuzzy matches
The 2-pass engine maps every column in your CSV to a SalesSheet field. Green checkmarks show exact matches, yellow indicators show fuzzy matches you should verify, and unmapped columns are flagged for your attention. If you spot a "Full Name" column, hit the split button to separate it into first and last name. Adjust any mapping with a dropdown, then click confirm. The entire review takes under a minute for most imports.
Com um clique name splitting and duplicate detection - handles prefixes, suffixes, and hyphenated names
Click import and watch the progress bar. SalesSheet processes rows in batches, and the circuit breaker monitors for consecutive failures. If something goes wrong, it pauses and tells you the exact row and error - "Row 847: invalid email format" - so você pode fix it and resume. When the import completes, você recebe a summary showing total contacts imported, fields mapped, rows skipped, and any warnings to review.
Import complete summary with stats, preview grid, and downloadable report
Export from your current CRM, drop the CSV into SalesSheet, and let the wizard handle the rest. Smart mapping, name splitting, and circuit breaker protection mean you não vai lose a single contact. Try it free.
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