Migrating data to Pipeliner from another CRM

The Import2.com App for Pipeliner adds point-and-click simplicity to migrating your business data into Pipeliner CRM. This simple easy-to-use online data import service helps you transfer business or personal data into Pipeliner CRM from other cloud hosted apps and CRM solutions, with just a few clicks.

Migration Checklist:

  1. You must have a Pipeliner CRM account.
  2. You must have your the account login data from your the other CRM.
  3. You must have the latest version of Pipeliner CRM.

Migrate data to Pipeliner from Other CRM

  1. Click on “User” and select “Administration” from the drop down menu.
  2. Click on "Import from Old CRM" icon and follow the simple steps.
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