Migrate From a Spreadsheet or Pipedrive to a New CRM

    Lumenbase imports from a CSV or straight from Pipedrive. Field mapping, duplicate detection, and rollback for spreadsheets, plus a scan-and-import flow for Pipedrive.

    Migration Guide
    Updated Jun 2, 20266 min readBy Sebastian Streiffert

    Switching CRMs stalls on one fear: the data. Nobody wants to hand-key a spreadsheet or lose history moving off Pipedrive. Lumenbase handles both paths.

    Coming from a spreadsheet

    Use the Data Hub under System Operations. It imports CSVs with the parts that usually go wrong handled:

    You map once, import, and check the result. If it's wrong, you roll it back and try again.

    • Field mapping, so your columns land in the right CRM fields
    • Duplicate detection during import
    • Rollback, if the import goes sideways
    • Import history, so you can see what ran

    Coming from Pipedrive

    Lumenbase has a Pipedrive integration with sync and a dedicated migration. It runs in two steps:

    The scan reads your Pipedrive data first. Then the import brings it over. You're not rebuilding the pipeline by hand.

    1. Migration scan at `/settings/integrations/pipedrive/migration-scan/:jobId`
    2. Migration import at `/settings/integrations/pipedrive/migration-import/:jobId`

    Cleaning up after import

    Imports from messy spreadsheets leave duplicates. The Hygiene Hub handles that after the fact:

    So you import first, then tidy, instead of cleaning the spreadsheet beforehand.

    • Duplicate scan and identity clusters
    • Merge
    • Normalization and data quality metrics
    • Stale record detection

    Big imports

    Imports run in the background with progress you can watch, and they pick themselves back up if something goes wrong part way. A large file does not just time out and die on you.

    Who this is for

    Revenue operators at $2M to $30M ARR companies moving off a spreadsheet or Pipedrive. People who've put off switching because the migration felt like a project.

    Frequently asked questions

    Can I import contacts from a spreadsheet?

    Yeah. The Data Hub imports CSVs with field mapping, duplicate detection, and rollback.

    Can I migrate my Pipedrive data?

    Yes. There's a Pipedrive migration with a scan step and an import step.

    What if the import creates duplicates?

    Run the Hygiene Hub. It scans for duplicates, clusters identities, and merges them.

    Will a big import time out?

    No. Large imports keep running in the background and pick up again if something interrupts them, so they finish instead of timing out.

    *Pipedrive is a trademark of its owner. Lumenbase is not affiliated with Pipedrive.*

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