Import and export data
smoothly in Bigin

Bigin helps you import data from a range of different sources, automating the process so that you can get your business up and running faster. You can also export data from all the modules in your Bigin account and save it for later reference or undo imports that you don't need.

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Here's how we can help you

  • Import notes and contact information from spreadsheets to Bigin
  • Migrate data from Zoho ContactManager or Zoho CRM to Bigin
  • Export data from Bigin to a .CSV file to share information
  • Export data from Bigin to a .CSV file to share information
  • View a detailed history of all your imports
  • Undo imports to Bigin records

Import contact details from spreadsheets

Forget manually adding every single record from separate spreadsheets. Bigin helps you import all your records in a single click. All your spreadsheet data can be added to the Deals, Contacts, Companies, and Products modules in Bigin while your offline notes can be imported directly to Bigin's Deals, Contacts, and Companies modules.

Importing a data sheet to Bigin

Store imported data in the right place

In Bigin, all your data is stored in distinct pipelines and sub-pipelines that are specially curated for different operations. Bigin extends the same treatment to the data you import from other CRMs, whether it's Pipedrive, HubSpot, or Insightly. Leads from your Pipedrive account should end up in Bigin's sales pipeline, right? Well, all you have to do is choose the most relevant Team Pipeline and the migrated data will be nested in it as a sub-pipeline

Choosing the right team pipeline for your data

See everything you've brought into Bigin with import history

No more confusion over what's imported and what is not. Bigin has a detailed view of your import history so you'll always know which files have been uploaded to Bigin.

The Import History shows the name of each uploaded sheet, the type or module it belongs to, the number of records it contains, and which user imported it. It also tells you how many records were updated and skipped in each imported sheet.

Import history in Bigin.

Undo imports you don't need

To prevent data duplication and incorrect data in your Bigin account, we have provided a handy Undo Import feature right in Import History.

Bigin lets you remove any data imported to your account for 30 days after the import.

Undo imports in Bigin

Export and share your Bigin records with others

Your CRM records can be easily exported from any module into a spreadsheet. Simply pick a module to convert into a .CSV file, ready to be shared with others!

Export data in Bigin as a CSV file

Migrate your data from Zoho CRM

While enterprise-level businesses require the advanced features of Zoho CRM, small businesses need just the essentials while they grow, so Bigin is often a better fit in this case.

If you are a Zoho CRM user and feel like Bigin would suit your business better, you can easily migrate your Zoho CRM records to Bigin with just a few clicks. When you feel like you have outgrown Bigin and need more power, you can migrate to Zoho CRM just as easily. It's that simple!

Migrating data from Zoho CRM to Bigin.

Trusted by 30,000+ small businesses globally

I have been looking for a CRM that was easy-to-learn and use for my sales teams who were totally dependent on spreadsheets. With the Bigin, I am able to see the complete view of my sales. Unlike Excel, I can set up customized dashboards to see various types of data including: daily, weekly, and monthly sales, total open leads that need my attention, etc. I am delighted with the product and super happy with the awesome support team.

We decided to transform ourselves for the post COVID era and our data was scattered over multiple excel files among so many people. We decided to invest in a CRM that would be easy for our team to use. Bigin suited our requirements as it was easy to use, cost effective and provided us with simple dashboards. We are happy to start our journey with Bigin which is helping us consolidate and clean our database. I am sure once we are through with our initial activity of data capturing and cleaning, Bigin will give us a boost in our marketing and sales efforts.

Bigin is certainly a refreshing new CRM tailor-made for startups and small businesses. For us it was pretty intuitive, and we were off to using it in full swing within 5 minutes of signing up. I also loved the fact that Bigin also has customizations, workflows and integrations for users to grow into the platform slowly and tap in to its power.

Ravi SharmaFounder, Webomaze
Prafuul P KakaraddCEO, Tristar Engineering & Chemical Co
Shyam SundarFounder, GoFloaters
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