Migrate to Pixelwand: CSV Import Guide

Why teams look for this

Switching CRMs usually means choosing between weeks of manual copying and trusting a black-box importer that duplicates half the pipeline.

Vague “we migrate everything” promises hide the real questions: which objects transfer, what happens to duplicates, and how do you verify the result.

Pixelwand answers plainly: CSV in, field mapping, duplicate detection on the way in, and result files you can audit row by row.

Who it is for — and who it is not for

A good fit if you

move pipeline data from spreadsheets or a legacy CRM
validate mapping with a small batch before full import
keep the source export until counts check out

Not a fit if you

expect a native one-click migration from a specific CRM today
transfer proprietary objects or attachments automatically

The workflow, step by step

STEP 1

Export from the current CRM

Export leads, contacts and deals from the current tool as CSV. Keep this file until the move is verified.

STEP 2

Map fields on a sample batch

Import a small batch first, mapping source columns to Pixelwand fields. Adjust the mapping until the sample lands cleanly.

STEP 3

Import with duplicate detection

Import the full set. Duplicate detection runs against existing records and result files record every row outcome.

STEP 4

Verify, connect, sell

Confirm record counts against the source export, connect Twilio, WhatsApp and inboxes, and start working queues.

What is included — and the limits

Included

CSV import for leads, contacts and deals with field mapping.
Duplicate detection running on every import.
Import result tracking with retention, so failed rows are reviewable.
Team-scoped data with membership-based access after migration.
Migration support via /contact and /support during the move.

Limits

Migration runs over CSV — there is no native one-click importer for HubSpot, Pipedrive or Salesforce today.
Import shape must be CSV with mappable columns; attachments and proprietary objects do not transfer automatically.
Very large imports may need batching — check current limits on /pricing or with /support.

How teams use it day to day

Off spreadsheets

Export the sheet, map columns once, import with duplicates caught automatically — then archive the spreadsheet.

Off Pipedrive or HubSpot via CSV

Export Pipedrive or HubSpot to CSV first, then import. No native sync is implied and none is needed for a clean move.

Staged cutover for larger teams

Validate mapping on a hundred rows, confirm counts, then import the full history with result files to audit.

Frequently asked questions

How do I migrate my pipeline to Pixelwand?

Export leads, contacts and deals from your current CRM as CSV, map the fields on import, and let duplicate detection clean overlaps. Result files show which rows imported and which need attention.

Is there a native HubSpot or Pipedrive importer?

Native HubSpot and Pipedrive sync are on the roadmap, not live. Migration today runs over CSV export and import — never imply otherwise when planning the move.