> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://help.close.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://help.close.com/_mcp/server.

# Migration from Pipedrive

> Move your data from Pipedrive to Close. Export Leads, Deals, Organizations, People, Activities, and Notes as CSV files and send them to Close Support.

## Migrate Data from Pipedrive

Our team can help you seamlessly transfer your data from Pipedrive to Close.

### Export Data from Pipedrive

Begin by exporting your complete data set from Pipedrive under **Tools and apps > Export data.**

![Pipedrive Export Data screen showing export type tabs, CSV/Excel option, Export button, and generated exports list.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/getting-started/import-data-into-close/migration-from-pipedrive/pipedrive_export_data_a31da6.png)

Select the CSV file type and the export data type, then click **Export** -- you'll want to run this once for each of **Leads, Deals, Organizations, People, Activities** and **Notes.** When the export is finished, click the download icon to download the file.

![Pipedrive export page showing data type buttons, Excel/CSV options, Export button, and generated exports list with download icons.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/getting-started/import-data-into-close/migration-from-pipedrive/pipedrive_export_panel_de4ac3.png)

### Send your Data to Close

Send an email to [support@close.com](mailto:support@close.com) with your export files. We'll take it from there.

Close Pro Tip: tracking the Customer Relationship

How are you tracking your relationship to each of your customers? In Close, we track this through [Lead Statuses](/v1/docs/lead-statuses). Let us know which custom field you use to track this information in Pipedrive and we'll set up your lead statuses for you.

### What Data will be Imported?

The terminology between Pipedrive and Close can be confusing. Here are the Pipedrive data types we can import and how they map into Close:

* **Organizations** will import as [**Leads**](/v1/docs/leads)
* **People** will import as [**Contacts**](/v1/docs/contacts)
* **Deals** and **Leads** will import as [**Opportunities**](/v1/docs/opportunities)
* **Notes** will import as **Notes**
* **Incomplete Task Activities** will import as [**Tasks**](/v1/docs/tasks)
* **Completed Call Activities** will import as **Calls**