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.
1.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
2.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.
- Migration scan at `/settings/integrations/pipedrive/migration-scan/:jobId`
- Migration import at `/settings/integrations/pipedrive/migration-import/:jobId`
3.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
4.Big imports
Imports run on shared batch job infrastructure. It uses adaptive chunking and self-reinvoke, with progress shown and recovery if something fails. Large files don't just time out and die.
5.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.
6.Frequently asked questions
Yeah. The Data Hub imports CSVs with field mapping, duplicate detection, and rollback.
6.2.Can I migrate my Pipedrive data?
Yes. There's a Pipedrive migration with a scan step and an import step.
6.3.What if the import creates duplicates?
Run the Hygiene Hub. It scans for duplicates, clusters identities, and merges them.
6.4.Will a big import time out?
Imports use batch infrastructure with chunking and recovery, so large files keep going.
*Pipedrive is a trademark of its owner. Lumenbase is not affiliated with Pipedrive.*