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Switching from Pipedrive to Teamleader Focus

What you take from Pipedrive, how you get it into Teamleader Focus and what to watch out for. Export and import according to the help pages of Pipedrive and Teamleader Focus themselves.

What changes?

  • Teamleader Focus offers support in Dutch, Pipedrive does not.
  • Pipedrive starts cheaper: €24 against €60 per month.
  • Only Pipedrive integrates with Google Workspace, Slack, QuickBooks, Trello and Asana.
  • Only Teamleader Focus integrates with Exact Online, Twinfield, Yuki, Moneybird, Mollie and Gmail.

From the Netherlands check and the prices, checked on the vendors' websites. See the comparison.

What do you take with you?

Exporting from Pipedrive

  • Deals, people, organisations and more

    Account menu > Tools and apps > Export data: leads, deals, organisations, people, products, activities, notes and files, as XLSX or CSV. Global admins only. Activities, notes and files on deals are exported separately.

    Pipedrive help page

Importing into Teamleader Focus

Not found on Teamleader Focus's website: what you can import and how. We could not open and check the import pages in the Teamleader Focus help centre ourselves. Ask them.

Teamleader Focus help centre

Step-by-step plan

  1. Export your companies, contacts and deals from Pipedrive, with all fields.

  2. Export notes, activities and files separately if you want to keep them.

  3. First create the custom fields you use in Teamleader Focus, so the import can fill them.

  4. Import companies first, then contacts and then deals, so they stay linked to each other.

  5. Set up the integrations again, such as your email, calendar and accounting.

  6. Only cancel Pipedrive once your team works in Teamleader Focus and the export is saved.

Pitfalls

  • Links between records

    A contact belongs to a company, a deal to both. If you import in the wrong order, those links are lost.

  • Notes and activities

    These are often not in the standard export. Export them separately, or decide deliberately not to bring them along.

  • Custom fields

    Fields you added yourself must already exist in the new CRM before you import.

  • Data processing agreement

    Your CRM contains personal data of customers. Sign a data processing agreement with the new vendor. More about the data processing agreement →

Frequently asked questions

How do I switch from Pipedrive to Teamleader Focus?

Choose a switch date, preferably the start of a month. Export notes, activities and files separately if you want to keep them. First create the custom fields you use in Teamleader Focus, so the import can fill them. Import companies first, then contacts and then deals, so they stay linked to each other.

What can I export from Pipedrive?

According to Pipedrive's help pages: deals, people, organisations and more. For each item, this page shows how and where.

What can I import into Teamleader Focus?

We did not find that on Teamleader Focus's website. Ask Teamleader Focus.

What is the difference between Pipedrive and Teamleader Focus?

Teamleader Focus offers support in Dutch, Pipedrive does not. Pipedrive starts cheaper: €24 against €60 per month. Only Pipedrive integrates with Google Workspace, Slack, QuickBooks, Trello and Asana. Only Teamleader Focus integrates with Exact Online, Twinfield, Yuki, Moneybird, Mollie and Gmail.

Sources

  1. https://support.pipedrive.com/en/article/exporting-data-from-pipedrive
  2. https://support.focus.teamleader.eu/hc/nl

Help pages checked on . Menus and features change; the vendor's help page is what counts. Is something no longer correct? Let us know.

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