CRM Better

CRM export

Move ActivePipe into HOME.

A sample file in this layout, run through the converter on November 1, 2026. Every value below comes out of that run.

1Export from ActivePipe

Export your contacts as CSV.

Vendor help: ActivePipe help: Download a list. We could not open it to check the steps, so none are copied here.

2What comes across

18 of 19 columns in the sample file reach a Home field.

A column counts as coming across when any contact in the sample file puts it in Home. Contacts that leave it empty do not change that.

In the ActivePipe fileIn Home
firstnameFirst Name
lastnameLast Name
phonePersonal Phone
emailPersonal Email
sourceKey Background Info
modified_atKey Background Info
statusTags Key Background Info
sms_statusTags Key Background Info
mobileMobile Phone Key Background Info
streetaddressHome Address Line 1 Home Country
cityHome City
stateHome State
postcodeHome Zip
subscribed_atKey Background Info
unsubscribed_atKey Background Info
unsubscribed_reasonTags Key Background Info
latest_interactionKey Background Info
tagsTags

Does not come across

country

No Home field takes these. Map one by hand on the preview screen if you want it.

3Before and after

Three contacts from the sample file. Only the filled columns are shown, on both sides.

Contact 1

Your export

firstname
Cassian
lastname
Cindermoor
email
cassian.cindermoor@example.test
source
Cloze
modified_at
2026-03-12 09:12:00 -0600
status
subscribed
sms_status
not_subscribed
subscribed_at
2024-03-03 08:00:00 -0600
latest_interaction
2026-03-03T14:05:00

HOME_Import.csv

First Name
Cassian
Last Name
Cindermoor
Personal Email
cassian.cindermoor@example.test
Tags
from-activepipe-40, seg-email-subscribed, sup-sms-not-subscribed
Key Background Info
ActivePipe SMS Status: not_subscribed ActivePipe Status: subscribed ActivePipe Subscribed: 2024-03-03 Source CRM: Cloze Source CRM Last Touch: 2026-03-03 Source CRM Modified: 2026-03-12
Status
Undefined

Contact 2

Your export

firstname
Kestrel
lastname
Kirkwall
email
kestrel.kirkwall@example.test
source
Cloze
modified_at
2026-01-18 09:12:00 -0600
status
subscribed
sms_status
not_subscribed
subscribed_at
2024-09-01 08:00:00 -0600
latest_interaction
2026-01-09T14:05:00
tags
Segment: Agent (Cloze),Keyword: relocation (Cloze)

HOME_Import.csv

First Name
Kestrel
Last Name
Kirkwall
Personal Email
kestrel.kirkwall@example.test
Tags
from-activepipe-40, Segment: Agent (Cloze), Keyword: relocation (Cloze), seg-email-subscribed, sup-sms-not-subscribed
Key Background Info
ActivePipe SMS Status: not_subscribed ActivePipe Status: subscribed ActivePipe Subscribed: 2024-09-01 Source CRM: Cloze Source CRM Last Touch: 2026-01-09 Source CRM Modified: 2026-01-18
Status
Undefined

Contact 3

Your export

firstname
Fiora
lastname
Glassbrook
email
fiora.glassbrook@example.test
source
Cloze
modified_at
2026-02-18 09:15:00 -0600
status
subscribed
sms_status
not_subscribed
streetaddress
251 Aspen Ridge Rd
city
Boston
state
MA
postcode
02134
country
US
subscribed_at
2024-09-02 08:00:00 -0600
tags
Stage: Hot (Cloze)

HOME_Import.csv

First Name
Fiora
Last Name
Glassbrook
Personal Email
fiora.glassbrook@example.test
Home Address Line 1
251 Aspen Ridge Rd
Home City
Boston
Home State
MA
Home Zip
02134
Home Country
USA
Tags
from-activepipe-40, Stage: Hot (Cloze), seg-email-subscribed, sup-sms-not-subscribed
Key Background Info
ActivePipe SMS Status: not_subscribed ActivePipe Status: subscribed ActivePipe Subscribed: 2024-09-02 Source CRM: Cloze Source CRM Modified: 2026-02-18
Status
Undefined

Ready with your own file?

Convert your ActivePipe