What if the import goes wrong?

It tells you first. Your file is read in your own browser and checked before a single byte is uploaded, and then a practice run resolves every row against your real data and reports what would happen without saving anything. You only press the real button once you have seen the numbers.

Can I bring it in twice?

Yes. Records are matched on their natural key (SKU for products, email for customers, order number for orders) so running the same file again updates rather than duplicates. Fix something in the spreadsheet and re-drop it.

For most businesses there is nothing to do. It is a file and a button. If your data is genuinely awkward, email migrate@sparx.works and we will do the move with you.

← Every platform we move you from

Good at deals. Blind to everything else.

People, organizations and deals, with pipelines and stages rebuilt as you had them and won/lost read exactly.

Start moving →What it costs

Three exports, under an hour.

persons.csv

read locally

This is a Pipedrive people export

We can tell from the columns and the file name.

People

128 of 129 ready

128 people ready: 1 row will be skipped.

Must fix

Row 84: this record has no name.

Nothing has been saved yet.

The pipeline is fine. The rest of the business is invisible.

1

It ends at the sale

Deal closes, and the software stops caring. The invoice, the delivery, the support and the repeat order all happen somewhere it cannot see.

2

Every gap is an add-on with its own price

Email campaigns, documents, projects, lead capture. Each a separate product, each another line.

3

Nobody can answer what a customer is worth

Deal value is what you hoped. Revenue is in the accounting system. Nothing connects the two.

What comes across

Everything in this list is something an importer we maintain actually reads out of your Pipedrive export. It is generated from that importer, so it cannot promise you something we do not do.

CustomersCompaniesDeals

The files you need from Pipedrive

People

Contacts → People → ⋯ → Export data

persons.csv

Organizations

Contacts → Organizations → ⋯ → Export data

organizations.csv

Deals

Deals → ⋯ → Export data

deals.csv

A pipeline that knows what happened next.

sparx joins deals to invoices, orders and support in one database. Closing a deal produces the quote, the invoice and the order, and the customer record shows all of it, so "what is this account actually worth" is a fact rather than an estimate.

What that changes

Pipelines and stages arrive exactly as you had them.
Won and lost come across correctly: Pipedrive is the only CRM on this list with a real status column, and we use it.
The deal, the invoice and the order become one story on one record.

What does not come across

Every migration leaves something behind. Here is ours, so it is not a surprise halfway through.

Activities, emails and notes are not in the standard export.
Custom fields come across as custom properties where they are named clearly.

Before you start

Still curious? Read the platform docs, browse the API spec, or book a 20-min architecture call. We don't do high-pressure demos.

No. Everything happens on a copy. You export a file, and your Pipedrive account carries on exactly as it is. Plenty of people run both for a few weeks before switching their domain over.

Bring it over

Export the file Pipedrive already makes for you, drop it in, and look at what would happen before anything is saved. Three exports, under an hour.

Get started →Ask us to do it