Moving from another CRM? We'll do the import for you.
Send us your export and we'll map your accounts, contacts and deals into Sales Day ourselves. Nothing in your current CRM is touched, and you can review everything before you rely on it.
Free while we're personally onboarding new customers
Wherever you're coming from
Coming from Pipedrive
From your Pipedrive account menu (top right), go to Tools and apps > Export data. Run this once for each data type you need, usually Deals, Organizations and People, plus Notes separately if you use them. Send us the files and we'll map them into Sales Day's Accounts, Contacts and Deals for you.
How switching works
Send us your export
Export your contacts, accounts and deals from your current CRM (or just send your spreadsheet as-is) and email the file across.
We map and load it
We match your fields to Sales Day and import your records for you, so you don't have to work out the mapping yourself.
You check it before you rely on it
We'll confirm what's been imported so you can review it before you start using it day to day.
Your old CRM stays untouched
You review before you rely on it
Done by a person, not left to you
Common questions
Ready to make the move?
Send us your export and we'll take it from there, or start free and import it yourself whenever you're ready.

