<\/span>Two Ways to Import: Which One is for You?<\/span><\/h2>\n\n\n\nFluid has two import paths and choosing the right one saves you time.<\/p>\n\n\n\n
<\/span>Contact Import<\/span><\/h3>\n\n\n\nChoose this if you have a list of people or companies you haven’t started selling to yet. Most common scenario: you’re moving from a spreadsheet, you have a prospect list you want in your CRM and you’ll create deals later from those contacts.<\/p>\n\n\n\n
This is the simpler path. Upload a CSV with names, emails, companies and any other contact-level data. Field mapping only.<\/p>\n\n\n\n
Pick contact import if:<\/strong><\/p>\n\n\n\n\n- You’re coming from Google Sheets, Excel or Notion<\/li>\n\n\n\n
- You have a list of target accounts or prospects with no active conversations yet<\/li>\n\n\n\n
- You prefer the traditional CRM flow: upload contacts and companies first, create deals from them later<\/li>\n<\/ul>\n\n\n\n
<\/span>Deal Import<\/span><\/h3>\n\n\n\nChoose this if you have active sales opportunities you need to keep working. Most common scenario: you’re migrating from HubSpot, Pipedrive or another CRM and you want your deals visible in your Fluid pipeline immediately, not lost in the move.<\/p>\n\n\n\n
When you import deals, Fluid automatically creates the contact person and contact company linked to each deal. No need to import contacts first and then match them up.<\/p>\n\n\n\n
Pick deal import if:<\/strong><\/p>\n\n\n\n\n- You’re migrating from HubSpot, Pipedrive, Close, Salesforce or any other CRM<\/li>\n\n\n\n
- You have active deals with values and pipeline stages you need to preserve<\/li>\n\n\n\n
- You want a working pipeline from day one<\/li>\n\n\n\n
- You prefer the Fluid way: deals first, contacts auto-created in the background<\/li>\n<\/ul>\n\n\n\n
<\/span>How to Import Contacts Into Fluid CRM<\/span><\/h2>\n\n\n\nImporting contacts into Fluid CRM is the simpler option and takes only few minutes.<\/p>\n\n\n\n
<\/span>Step 1: Choose contact import<\/span><\/h3>\n\n\n\nIn Fluid, go to Settings \u2192 Data \u2192 Import<\/strong>. Pick Contacts<\/strong> as your import type. Drag and drop your CSV file or click to browse. Fluid accepts CSV, XLS and XLSX up to 10,000 rows per import.<\/p>\n\n\n\nWhen you have contacts selected, you can also download the Fluid CRM contact import template, which helps you map your data and import faster.<\/p>\n\n\n\n![\"Fluid](\"https:\/\/fluidcrm.io\/blog\/wp-content\/uploads\/2026\/05\/Nayttokuva-2026-05-17-161657-1024x479.png\")
<\/figure>\n\n\n\n<\/span>Step 2: Map your fields<\/span><\/h3>\n\n\n\nFluid auto-detects your CSV columns and suggests matches to Fluid fields (Contact Name, Company, Email, Phone, Job Title, Website, Social media, your custom fields and more).<\/p>\n\n\n\n
Review the suggested mappings and adjust any that look off. Skip fields you don’t need. The preview column on the right shows you exactly what your data will look like once imported.<\/p>\n\n\n\n
When you have confirmed your field mappings, press “Continue to Preview” button in the bottom right corner.<\/p>\n\n\n\n![\"Fluid](\"https:\/\/fluidcrm.io\/blog\/wp-content\/uploads\/2026\/05\/Nayttokuva-2026-05-17-161719-1024x482.png\")
<\/figure>\n\n\n\n<\/span>Step 3: Preview and import<\/span><\/h3>\n\n\n\nThe final screen shows how many contacts are ready to import and how many fields are mapped. Click Import<\/strong> and your contacts appear in Fluid’s contact page immediately.<\/p>\n\n\n\n![\"Fluid](\"https:\/\/fluidcrm.io\/blog\/wp-content\/uploads\/2026\/05\/Nayttokuva-2026-05-17-161735-1024x482.png\")
<\/figure>\n\n\n\nYou can undo any import within 48 hours if something looks wrong.<\/p>\n\n\n\n![\"Fluid](\"https:\/\/fluidcrm.io\/blog\/wp-content\/uploads\/2026\/05\/Nayttokuva-2026-05-17-161829-1024x174.png\")
<\/figure>\n\n\n\n<\/span>How to Import Deals Into Fluid CRM<\/span><\/h2>\n\n\n\nFor deal imports, there’s one extra step: telling Fluid which pipeline these deals belong to and matching your old stages to your Fluid stages.<\/p>\n\n\n\n
<\/span>Step 1: Replicate your pipeline stages first (recommended)<\/span><\/h3>\n\n\n\nBefore you import, set up your Fluid CRM pipeline to match your old CRM’s stage names. If your HubSpot pipeline has “Qualified, Demo Booked, Proposal Sent and Negotiation” create those same stage names in Fluid first.<\/p>\n\n\n\n
This single step makes stage mapping automatic. Skip it and you’ll have to manually map each stage during import, which works but takes slightly longer.<\/p>\n\n\n\n
To edit your pipeline stages: Pipelines \u2192 Edit pipeline<\/strong>.<\/p>\n\n\n\n![\"Fluid](\"https:\/\/fluidcrm.io\/blog\/wp-content\/uploads\/2026\/05\/Nayttokuva-2026-05-17-162106-1024x484.png\")
<\/figure>\n\n\n\n<\/span>Step 2: Choose deal import and upload your CSV<\/span><\/h3>\n\n\n\nIn Settings \u2192 Data \u2192 Import<\/strong>, pick Deals<\/strong> as your import type. Drop your CSV (10,000 rows max).
When you have deals selected, you can also download the Fluid CRM deals import template, which helps you map your data and import faster.<\/p>\n\n\n\n![\"Fluid](\"https:\/\/fluidcrm.io\/blog\/wp-content\/uploads\/2026\/05\/Nayttokuva-2026-05-17-162218-1024x479.png\")
<\/figure>\n\n\n\n<\/span>Step 3: Pick the pipeline<\/span><\/h3>\n\n\n\nChoose which Fluid pipeline these deals belong to. If you have multiple pipelines (e.g. Sales, Onboarding, Renewals), this tells Fluid where the deals should live.<\/p>\n\n\n\n
Also if you forgot to edit your pipeline stages to match your previous CRM’s stages, you’re reminded to do so here as well (not necessary).<\/p>\n\n\n\n![\"Fluid](\"https:\/\/fluidcrm.io\/blog\/wp-content\/uploads\/2026\/05\/Nayttokuva-2026-05-17-162342-1024x301.png\")
<\/figure>\n\n\n\n<\/span>Step 4: Map your stages<\/span><\/h3>\n\n\n\nFluid shows every unique stage name from your CSV and lets you map each one to a Fluid pipeline stage. If you replicated your old stage names in step 1, this is automatic. Otherwise, drop down each CSV stage and pick its Fluid equivalent.<\/p>\n\n\n\n
Stages you don’t want to import can be set to Skip<\/strong> and those deals won’t be imported.<\/p>\n\n\n\n![\"Fluid](\"https:\/\/fluidcrm.io\/blog\/wp-content\/uploads\/2026\/05\/Nayttokuva-2026-05-17-162526-1024x289.png\")
<\/figure>\n\n\n\n<\/span>Step 5: Map your fields<\/span><\/h3>\n\n\n\nSame flow as contact import. Fluid auto-detects columns and suggests mappings. You’ll map contact-level fields (Contact Name, Company, Email, Phone) and deal-level fields (Deal Value, Currency, Deal Stage, Expected Close Date and any custom fields you’ve added).<\/p>\n\n\n\n
Fluid automatically creates the contact person and contact company for each dea<\/strong>l, so you don’t need to import contacts separately.<\/p>\n\n\n\nWhen you have confirmed your field mappings, press “Continue to Preview” button in the bottom right corner.<\/p>\n\n\n\n![\"Fluid](\"https:\/\/fluidcrm.io\/blog\/wp-content\/uploads\/2026\/05\/Nayttokuva-2026-05-17-162726-1024x483.png\")
<\/figure>\n\n\n\n<\/span>Step 6: Preview and import<\/span><\/h3>\n\n\n\nThe final screen shows how many deals are ready, how many fields are mapped and how many rows will be skipped (if any). Click Import<\/strong> and your deals populate your pipeline immediately.<\/p>\n\n\n\n![\"Fluid](\"https:\/\/fluidcrm.io\/blog\/wp-content\/uploads\/2026\/05\/Nayttokuva-2026-05-17-162803-1024x487.png\")
<\/figure>\n\n\n\nYou can also undo your import within 48 hours if needed.<\/p>\n\n\n\n![\"Fluid](\"https:\/\/fluidcrm.io\/blog\/wp-content\/uploads\/2026\/05\/Nayttokuva-2026-05-17-162850-1024x177.png\")
<\/figure>\n\n\n\n<\/span>Migrating from Another CRM?<\/span><\/h2>\n\n\n\nIf you’re coming from HubSpot, Pipedrive, Close, Salesforce or any other CRM, the workflow is the same:<\/p>\n\n\n\n
\n- Export your deals from your old CRM as CSV (every major CRM has this feature in the export\/data settings)<\/li>\n\n\n\n
- Set up your Fluid pipeline to match your old stages<\/li>\n\n\n\n
- Download the Fluid deals CSV template and map your data based on on the column names (or map them manually in field mapping step)<\/li>\n\n\n\n
- Run a deal import in Fluid<\/li>\n\n\n\n
- Done<\/li>\n<\/ol>\n\n\n\n
You don’t need to migrate contacts separately. Fluid creates them automatically from your deal data.<\/p>\n\n\n\n
Common migrations:<\/strong><\/p>\n\n\n\nFrom HubSpot:<\/strong> Export deals from Sales \u2192 Deals \u2192 Actions \u2192 Export<\/strong>. Choose CSV. Include deal name, amount, stage, close date, contact properties and any custom properties you’ve added.<\/p>\n\n\n\nFrom Pipedrive:<\/strong> Export deals from … (More) \u2192 Export data \u2192 Deals<\/strong>. Select all fields you want preserved. Pipedrive’s stage names and pipeline structure map cleanly to Fluid.<\/p>\n\n\n\nFrom Close.com or Salesforce:<\/strong> Export deals\/opportunities as CSV from the data export settings. Same import flow in Fluid.<\/p>\n\n\n\nFor any CRM that lets you export to CSV, the Fluid import works. If your old CRM has a unique export format, save it as standard CSV first.<\/p>\n\n\n\n
<\/span>Migrating from a Spreadsheet?<\/span><\/h2>\n\n\n\nMost teams that come to Fluid CRM graduate from Google Sheets, Excel or Notion. The import flow is identical:<\/p>\n\n\n\n
From Google Sheets:<\/strong> Open your sheet \u2192 File \u2192 Download \u2192 Comma-separated values (.csv)<\/strong><\/p>\n\n\n\nFrom Excel:<\/strong> File \u2192 Save As \u2192 CSV (Comma delimited)<\/strong><\/p>\n\n\n\nFrom Notion:<\/strong> Export your database as CSV from the database menu<\/p>\n\n\n\nThen run contact import (if it’s a prospect list) or deal import (if it’s an active sales tracker with values and stages).<\/p>\n\n\n\n
A few tips for clean spreadsheet imports:<\/p>\n\n\n\n
\n- If one column has mixed data types (e.g. text and numbers in the same column), clean it before exporting<\/li>\n\n\n\n
- Make sure your first row contains column headers (Name, Email, Company, Stage, Value, etc.)<\/li>\n\n\n\n
- Remove merged cells, empty rows and any formatting that’s not raw data<\/li>\n<\/ul>\n\n\n\n
<\/span>Frequently Asked Questions<\/span><\/h2>\n\n\n\nHow long does importing take<\/strong>?<\/strong> Most imports take under 5 minutes from start to finish. The actual upload runs in seconds. Most of the time is reviewing field and stage mappings.<\/p> <\/div>
Choose this if you have a list of people or companies you haven’t started selling to yet. Most common scenario: you’re moving from a spreadsheet, you have a prospect list you want in your CRM and you’ll create deals later from those contacts.<\/p>\n\n\n\n
This is the simpler path. Upload a CSV with names, emails, companies and any other contact-level data. Field mapping only.<\/p>\n\n\n\n
Pick contact import if:<\/strong><\/p>\n\n\n\n Choose this if you have active sales opportunities you need to keep working. Most common scenario: you’re migrating from HubSpot, Pipedrive or another CRM and you want your deals visible in your Fluid pipeline immediately, not lost in the move.<\/p>\n\n\n\n When you import deals, Fluid automatically creates the contact person and contact company linked to each deal. No need to import contacts first and then match them up.<\/p>\n\n\n\n Pick deal import if:<\/strong><\/p>\n\n\n\n Importing contacts into Fluid CRM is the simpler option and takes only few minutes.<\/p>\n\n\n\n In Fluid, go to Settings \u2192 Data \u2192 Import<\/strong>. Pick Contacts<\/strong> as your import type. Drag and drop your CSV file or click to browse. Fluid accepts CSV, XLS and XLSX up to 10,000 rows per import.<\/p>\n\n\n\n When you have contacts selected, you can also download the Fluid CRM contact import template, which helps you map your data and import faster.<\/p>\n\n\n\n Fluid auto-detects your CSV columns and suggests matches to Fluid fields (Contact Name, Company, Email, Phone, Job Title, Website, Social media, your custom fields and more).<\/p>\n\n\n\n Review the suggested mappings and adjust any that look off. Skip fields you don’t need. The preview column on the right shows you exactly what your data will look like once imported.<\/p>\n\n\n\n When you have confirmed your field mappings, press “Continue to Preview” button in the bottom right corner.<\/p>\n\n\n\n The final screen shows how many contacts are ready to import and how many fields are mapped. Click Import<\/strong> and your contacts appear in Fluid’s contact page immediately.<\/p>\n\n\n\n You can undo any import within 48 hours if something looks wrong.<\/p>\n\n\n\n For deal imports, there’s one extra step: telling Fluid which pipeline these deals belong to and matching your old stages to your Fluid stages.<\/p>\n\n\n\n Before you import, set up your Fluid CRM pipeline to match your old CRM’s stage names. If your HubSpot pipeline has “Qualified, Demo Booked, Proposal Sent and Negotiation” create those same stage names in Fluid first.<\/p>\n\n\n\n This single step makes stage mapping automatic. Skip it and you’ll have to manually map each stage during import, which works but takes slightly longer.<\/p>\n\n\n\n To edit your pipeline stages: Pipelines \u2192 Edit pipeline<\/strong>.<\/p>\n\n\n\n In Settings \u2192 Data \u2192 Import<\/strong>, pick Deals<\/strong> as your import type. Drop your CSV (10,000 rows max). Choose which Fluid pipeline these deals belong to. If you have multiple pipelines (e.g. Sales, Onboarding, Renewals), this tells Fluid where the deals should live.<\/p>\n\n\n\n Also if you forgot to edit your pipeline stages to match your previous CRM’s stages, you’re reminded to do so here as well (not necessary).<\/p>\n\n\n\n Fluid shows every unique stage name from your CSV and lets you map each one to a Fluid pipeline stage. If you replicated your old stage names in step 1, this is automatic. Otherwise, drop down each CSV stage and pick its Fluid equivalent.<\/p>\n\n\n\n Stages you don’t want to import can be set to Skip<\/strong> and those deals won’t be imported.<\/p>\n\n\n\n Same flow as contact import. Fluid auto-detects columns and suggests mappings. You’ll map contact-level fields (Contact Name, Company, Email, Phone) and deal-level fields (Deal Value, Currency, Deal Stage, Expected Close Date and any custom fields you’ve added).<\/p>\n\n\n\n Fluid automatically creates the contact person and contact company for each dea<\/strong>l, so you don’t need to import contacts separately.<\/p>\n\n\n\n When you have confirmed your field mappings, press “Continue to Preview” button in the bottom right corner.<\/p>\n\n\n\n The final screen shows how many deals are ready, how many fields are mapped and how many rows will be skipped (if any). Click Import<\/strong> and your deals populate your pipeline immediately.<\/p>\n\n\n\n You can also undo your import within 48 hours if needed.<\/p>\n\n\n\n If you’re coming from HubSpot, Pipedrive, Close, Salesforce or any other CRM, the workflow is the same:<\/p>\n\n\n\n You don’t need to migrate contacts separately. Fluid creates them automatically from your deal data.<\/p>\n\n\n\n Common migrations:<\/strong><\/p>\n\n\n\n From HubSpot:<\/strong> Export deals from Sales \u2192 Deals \u2192 Actions \u2192 Export<\/strong>. Choose CSV. Include deal name, amount, stage, close date, contact properties and any custom properties you’ve added.<\/p>\n\n\n\n From Pipedrive:<\/strong> Export deals from … (More) \u2192 Export data \u2192 Deals<\/strong>. Select all fields you want preserved. Pipedrive’s stage names and pipeline structure map cleanly to Fluid.<\/p>\n\n\n\n From Close.com or Salesforce:<\/strong> Export deals\/opportunities as CSV from the data export settings. Same import flow in Fluid.<\/p>\n\n\n\n For any CRM that lets you export to CSV, the Fluid import works. If your old CRM has a unique export format, save it as standard CSV first.<\/p>\n\n\n\n Most teams that come to Fluid CRM graduate from Google Sheets, Excel or Notion. The import flow is identical:<\/p>\n\n\n\n From Google Sheets:<\/strong> Open your sheet \u2192 File \u2192 Download \u2192 Comma-separated values (.csv)<\/strong><\/p>\n\n\n\n From Excel:<\/strong> File \u2192 Save As \u2192 CSV (Comma delimited)<\/strong><\/p>\n\n\n\n From Notion:<\/strong> Export your database as CSV from the database menu<\/p>\n\n\n\n Then run contact import (if it’s a prospect list) or deal import (if it’s an active sales tracker with values and stages).<\/p>\n\n\n\n A few tips for clean spreadsheet imports:<\/p>\n\n\n\n Most imports take under 5 minutes from start to finish. The actual upload runs in seconds. Most of the time is reviewing field and stage mappings.<\/p> <\/div> \n
<\/span>Deal Import<\/span><\/h3>\n\n\n\n
\n
<\/span>How to Import Contacts Into Fluid CRM<\/span><\/h2>\n\n\n\n
<\/span>Step 1: Choose contact import<\/span><\/h3>\n\n\n\n
<\/figure>\n\n\n\n<\/span>Step 2: Map your fields<\/span><\/h3>\n\n\n\n
<\/figure>\n\n\n\n<\/span>Step 3: Preview and import<\/span><\/h3>\n\n\n\n
<\/figure>\n\n\n\n<\/figure>\n\n\n\n<\/span>How to Import Deals Into Fluid CRM<\/span><\/h2>\n\n\n\n
<\/span>Step 1: Replicate your pipeline stages first (recommended)<\/span><\/h3>\n\n\n\n
<\/figure>\n\n\n\n<\/span>Step 2: Choose deal import and upload your CSV<\/span><\/h3>\n\n\n\n
When you have deals selected, you can also download the Fluid CRM deals import template, which helps you map your data and import faster.<\/p>\n\n\n\n<\/figure>\n\n\n\n<\/span>Step 3: Pick the pipeline<\/span><\/h3>\n\n\n\n
<\/figure>\n\n\n\n<\/span>Step 4: Map your stages<\/span><\/h3>\n\n\n\n
<\/figure>\n\n\n\n<\/span>Step 5: Map your fields<\/span><\/h3>\n\n\n\n
<\/figure>\n\n\n\n<\/span>Step 6: Preview and import<\/span><\/h3>\n\n\n\n
<\/figure>\n\n\n\n<\/figure>\n\n\n\n<\/span>Migrating from Another CRM?<\/span><\/h2>\n\n\n\n
\n
<\/span>Migrating from a Spreadsheet?<\/span><\/h2>\n\n\n\n
\n
<\/span>Frequently Asked Questions<\/span><\/h2>\n\n\n\n