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Migrate Your CRM Data into TrustPager with Claude
Bring your existing CRM data into TrustPager with AI. Drop in your CSV exports, let Claude lay out the plan in plain English, and watch every company, contact and opportunity land in the right place.
Bring your existing CRM data into TrustPager without spending days copying records by hand. Claude reads your CSV exports, shows you the plan in plain English, and lands every company, contact and opportunity in the right place after a single approval click.
Watch the walkthrough
A short tactical run-through of what to have ready, what Claude shows you before it touches your CRM, and how to handle anything flagged for review.
Before you start
Three things to have ready:
- Claude connected to TrustPager. See https://www.trustpager.com/help-center/connect-claude-to-trustpager for the five-minute setup.
- Your pipeline stages set up at https://app.trustpager.com/settings/workflows. These are where your open opportunities will land, so the stage names need to exist before the migration runs.
- Your existing data exported as CSV files. Most CRMs (HubSpot, Pipedrive, Salesforce, Zoho) have an Export menu that gives you separate files for accounts, contacts and opportunities.
Tip: If your old CRM exports a single combined file, that is fine. Claude will read it and figure out the columns. Separate files just makes the mapping conversation faster.
Step 1 -- Open a Claude chat
Go to https://claude.ai and start a new chat. Confirm TrustPager shows in your connector sidebar. If it does not, finish the connect-Claude article above first.
Step 2 -- Drop in your CSV exports
Drag your accounts, contacts and opportunities CSVs straight into the chat composer. Claude reads any standard export, so you do not need to clean the files up first.
Step 3 -- Ask Claude to walk you through it
You do not need to know the exact words to use. Something simple works:
"Help me migrate these into TrustPager."
Claude will read each file, then explain how TrustPager organises your CRM data:
- Companies are the businesses you work with
- Contacts are the people at those companies
- Open opportunities are your active work, slotted into the pipeline stages you set up
Step 4 -- Review the plan and say go
Before Claude touches your CRM, it shows you the plan in plain English: how many companies it will create from each file, how contacts will link to their company, and how opportunities will slot into your pipeline stages.
Check the plan. If anything looks off (a column mapped wrong, an opportunity assigned to the wrong stage), tell Claude what to change. When you are happy, just say "go".
First time only: Claude will ask permission to use the import tools in TrustPager. Click Always allow and the full run proceeds without further prompts. Companies first, then contacts, then opportunities.
Step 5 -- Watch your data land
Each batch lands in TrustPager in seconds:
- Customer accounts arrive at https://app.trustpager.com/crm/customers, complete with industry, phone, email and website.
- Contacts arrive at https://app.trustpager.com/crm/contacts, each one already linked to the right company.
- Open opportunities arrive in https://app.trustpager.com/crm/opportunities, already slotted into the right stage of your pipeline.
Your migration finishes without disrupting where each record currently sits in your business.
Step 6 -- Review anything flagged
If Claude could not match a row cleanly (a contact with no email, a company name that closely matches an existing record), it lists those rows at the end with a short note on why each one needs a look. Open each flagged record and fill in the missing detail, or ask Claude to walk you through them one at a time:
"Show me the flagged rows and help me decide what to do."
Related
- https://www.trustpager.com/help-center/connect-claude-to-trustpager -- five-minute Claude setup
- https://www.trustpager.com/help-center/manage-sales-pipeline -- set up your pipeline stages
- https://www.trustpager.com/help-center/export-crm-data -- Workspace Spreadsheet for ongoing exports and joined views
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