Corcava logoThe Only Business Tool You NeedCorcava
Menu
Solutions
Industries
DesignersConsultingDigital MarketingSoftware Development
Product
FeaturesIntegrations
BlogDownload
Resources
GuidesTemplatesDocsMCPFAQAPIComparisonsRoadmapWhat's New$ Affiliate Program
Pricing
Free 14‑day trial

No credit card required

Data Importing

Overview

Corcava supports importing data to help you migrate from other tools and spreadsheets. The current release focuses on CRM data from Pipedrive and generic file uploads:

  • Upload from file (CSV/XLS/XLSX) — Contacts
  • Import from Pipedrive — Persons → Contacts, Organizations → Clients, Deals → Deals (pipeline)

Other CRMs (HubSpot, Zoho, etc.): use generic CSV upload if you can export compatible columns. There is no native HubSpot or Zoho connector today.

Where to Start

  • For Contacts: go to Contacts → Bulk Upload/Import

    • Upload from file: map your file columns to contact fields
    • Pipedrive: upload the Pipedrive Persons CSV/XLSX (standard export)

  • For Clients: go to Clients → Bulk Upload/Import

    • Pipedrive: upload the Pipedrive Organizations CSV/XLSX (standard export)

  • For Deals: go to Deals → Import

    • Pipedrive: upload the Pipedrive Deals CSV/XLSX (standard export)

What Gets Imported

  • Contacts: first/last name, email, phone, company, address, social profiles, description
  • Clients: company name, website, phone, email, address, notes/description
  • Deals: deal title, value, stage, linked contact/organization where present in export
  • Optional association: Contacts can be linked to Clients by matching company/organization name (when applicable)

Feedback and Logging

  • After import, you’ll see a summary with created/updated/skipped counts
  • Detailed logs are written to the file-parser log channel for troubleshooting (headers detected, rows processed, skip reasons)

Notes & Limitations

  • Supported formats: CSV, XLS, XLSX
  • Pipedrive import supports Persons (to Contacts), Organizations (to Clients), and Deals (to Deals)
  • Provider account ID is managed internally (defaults to a safe value); no configuration needed in the UI
  • Duplicate handling is flexible; imports are idempotent and avoid hard uniqueness blocks

Import Clients from Pipedrive (Organizations)

  1. In the app, open Clients → Bulk Upload/Import → “Pipedrive: Organizations”.
  2. Upload your exported Pipedrive Organizations file (CSV/XLS/XLSX). No special export settings are required.
  3. Start the import and wait for the completion summary.

What you’ll see after import:

  • Created/Updated/Skipped counts for quick verification
  • Imported client fields include company name, emails/phones where present, address and notes

Import Deals from Pipedrive

  1. In Pipedrive, export Deals (CSV/XLS/XLSX) with standard columns.
  2. In Corcava, open Deals → Import → “Pipedrive: Deals”.
  3. Upload the file and wait for the completion summary.

What you'll see after import:

  • Created/Updated/Skipped counts per row
  • Deal records you can move through your pipeline; won deals still require you to create projects manually when delivery starts

After import checklist

  1. Compare Pipedrive export row counts to Corcava created/updated/skipped summary.
  2. Spot-check 5 contacts and 5 clients for email, company, and phone accuracy.
  3. Open active deals — confirm stages and values look right.
  4. For won deals ready for delivery: create a project on the same client record (manual step today).
  5. Set bill/pay rates on new projects; start tracking time.
  6. Cancel redundant tool subscriptions only after one billing cycle on Corcava.