Move your CRM without losing the database
Import presets for the systems people actually leave, a three-step plan, and a free hands-on migration if you would rather not do it yourself.
Presets we ship
A preset is a column map: it knows that your old system calls it “Company name” and we call it “Company”. Not on the list? Use the plain CSV preset and map the columns once — it takes minutes, not a project.
Three steps
Migration here is a file import, not an automatic connector: you export from the old system and load it into ours. That way you see exactly what moves, and nothing happens behind your back.
Export from your current CRM
Every CRM has an export to CSV or Excel — usually under Contacts or Deals. Do not rename the columns: we recognise the standard headers ourselves.
Pick a preset while importing
In Pipevale: open a folder → Import → choose your old system. The preset maps its usual column names onto CRM fields, so you are not matching forty columns by hand.
Check the mapping, then confirm
Before a single record is created you see which column goes where and can correct it. Columns the preset does not know are mapped too — just manually.
What moves, and what does not
Comes across
- Contacts and companies with their field values
- Deals with amounts, stages and owners
- Tags and notes that came through in the export
- Anything else in the file — mapped to a custom field you create
Does not come across
- Message history and email threads — an export does not contain them
- Files and attachments stored in the old system
- Automations, permissions and settings — these get rebuilt around your process
- Reports — they are recreated from your data once it is in
Keep the old system running in parallel for a week. Nobody regrets it; plenty of people regret skipping it.
Before you move — what Pipevale does not do
We would rather lose you on this page than a month after the migration. If any of these is a dealbreaker, stop here — that is a fair outcome for both of us.
- No mobile apps yet — the web app is responsive, but there is nothing in the App Store.
- Email is send-only. We do not read your inbox: two-way Gmail requires a yearly security assessment we have not taken.
- No marketplace with a thousand connectors — there is a REST API, webhooks and the import presets above.
- The interface is Ukrainian and English only.
Would rather not do it yourself?
We will move it for you, free. Send the export from your old CRM, we map the fields, set the pipeline up around your process and show you the result. If it does not fit, you simply do not use it — no obligation.
14 days free, no card. The trial includes 5 seats, so you can test it as a team rather than alone.