Quick answers about importing spreadsheets into Bonzo with PipeDrop. Need a step-by-step walkthrough instead? See the Help guides, or email info@ethanwood.org.
PipeDrop takes a spreadsheet of contacts and imports it straight into a stage of your Bonzo CRM pipeline. You upload a CSV or Excel file, PipeDrop auto-detects your columns, you confirm the mapping, pick the pipeline and stage, preview, and import — every row becomes a contact in Bonzo. It also handles duplicates, finds net-new contacts, saves reusable mappings, runs scheduled imports, and exports stages back out to CSV. No Zapier, no manual copy-paste.
Yes. PipeDrop works on top of your own Bonzo CRM — it reads your pipelines and creates or moves contacts there on your behalf. You connect your Bonzo account once per organization using your API key. If you don't have Bonzo, PipeDrop has nowhere to send your contacts.
Log in to Bonzo, open your account Settings, and find the API section (Settings → API). Generate or copy an API key there, then paste it into PipeDrop under Settings → Bonzo (or during onboarding when you first sign up). PipeDrop only uses the key to read your pipelines and create or move contacts — nothing else. You connect it once and the whole organization shares that connection.
Create an account, set up your organization, and connect your Bonzo API key. Your organization automatically gets a free 100-lead trial, so you can run a real import right away — no card required. Upload a file, confirm the column mapping, choose a stage, and import. See the Help guides for a walkthrough.
PipeDrop accepts .csv, .xlsx, and .xls files. Use one row per contact and include a header row at the top so PipeDrop can name your columns. It auto-detects common fields — first name, last name, phone, email, street address, city, state, ZIP, and birthday — plus up to five custom fields. You confirm the detected mapping before anything is imported.
It's a short, guided flow:
PipeDrop checks each uploaded contact against the contacts already in your Bonzo account. Phone numbers are matched on the last 10 digits, so formatting differences don't cause misses. When a duplicate is found, you choose what happens: either skip it (leave the existing Bonzo contact untouched) or move it to the stage you selected. You pick the behavior for each import.
It's a way to isolate only the contacts you don't already have in Bonzo. Before importing, PipeDrop scans your existing Bonzo contacts — by specific pipelines, everyone, or specific assignees — and builds a phone/email index. It then compares your uploaded spreadsheet against that index. You can download just the net-new contacts as a CSV, or import only those rows. It's the fastest way to avoid touching contacts you already manage.
Yes. If you regularly import the same lead-list format, save the column mapping once as a template. On future imports you apply it in one click instead of re-matching columns every time.
Yes. Point PipeDrop at a published Google Sheet (CSV) or a public CSV URL, and it will import new rows automatically on a cadence you choose — hourly, daily, or weekly. Each scheduled run is deduped against a ledger, so the same rows are never re-imported. Set it once and new leads flow into Bonzo on their own.
Yes. PipeDrop can pull all the contacts in a given pipeline stage back out to a clean CSV whenever you need them — handy for backups, reporting, or moving a list elsewhere.
Yes. Every past import is logged with who ran it, when, the file used, and the row counts. If some rows failed, you can re-run just the failed rows without re-uploading the whole file.
A lead is a contact you import — one row in your spreadsheet equals one lead. Your pass cap and the free trial are both measured in leads. Viewing your pipelines, configuring mappings, and exploring the app don't consume any leads; only importing contacts does.
Every organization gets one free trial that lets you import up to 100 leads with 24 hours of access — no card required. It's available once per organization (and per user), so you can try a real import end-to-end before buying anything.
PipeDrop is sold as one-time 24-hour access passes, not a subscription. Each pass grants 24 hours of access up to its lead cap:
See the full breakdown on the pricing page.
No, it is not a subscription. A pass is a one-time charge — there's nothing recurring to cancel and nothing renews automatically. You simply buy another pass whenever you next need to import.
A pass grants 24 hours of access from the time it activates, up to its lead cap. Passes stack: if you buy more than one, the remaining leads add up, and PipeDrop uses them oldest-first. So buying multiple passes pools your available leads together.
Viewing and configuring is always free — you can browse your pipelines, set up column mappings, build templates, and explore the app at no cost. The action tools (import, dedupe, export, and schedule) are locked behind a buy-a-pass prompt when you have no active pass and no remaining trial leads.
Checkout is handled on Stripe-hosted pages — no card data is ever entered or stored inside PipeDrop. The app is served over HTTPS throughout.
Yes. PipeDrop is built for teams. You create one organization, connect Bonzo once for the whole org, and invite teammates by email. Invitees get a link or email to join, and everyone imports under the same Bonzo connection.
There are three roles:
An Owner or Admin invites teammates by email from the team settings. The invitee receives a link to join your organization, then gets access according to the role you assigned them.
Your Bonzo API key is encrypted at rest using AES-256-GCM and is never shared. The app is served over HTTPS, and the key is only ever used to read your pipelines and create or move contacts in your own Bonzo account. Your import history and uploaded data belong to your organization alone.
No. Your data is never sold, and the contacts you upload are never used for advertising. PipeDrop uses them only to perform the imports, dedupes, and exports you ask for. See our Privacy Policy for the details.
Never. PipeDrop is multi-tenant, and each organization connects its own key. Keys are encrypted at rest and isolated to the organization that owns them — they are never exposed to other accounts.
Only two things: it reads your pipelines (so you can pick a stage) and it creates or moves contacts when you run an import. It does not delete contacts, touch unrelated parts of your Bonzo account, or use the key for anything outside the actions you trigger.
Open your import History. Every import is logged with its row counts, including any failures. You can re-run just the failed rows directly from the history entry — no need to re-upload the whole file. Common causes are missing required fields or malformed rows; fix the source data and retry just those rows.
Yes, imports are row-by-row, so valid rows go through even if a few don't. The History entry shows exactly how many succeeded versus failed, and the re-run option targets only the failed ones so you never double-import the rows that already worked.
Make sure your file has a header row and one contact per row, then adjust the mapping on the confirm step before importing — auto-detection is a starting point you can override. Once a mapping looks right, save it as a template so the same file format maps correctly next time.
The import, dedupe, export, and schedule tools require an active pass (or remaining free-trial leads). If you've used your trial and have no active pass, you'll see a buy-a-pass prompt. Viewing and configuring stays free. Grab a pass from the pricing page to unlock the tools again.
Scheduled imports read a published Google Sheet (CSV) or public CSV URL and dedupe each run against a ledger, so previously imported rows are skipped. Make sure the sheet or URL is still published and publicly reachable, and that the new rows are genuinely new — rows already recorded in the ledger won't be re-imported.
Start with the Help guides for step-by-step walkthroughs. If you're still stuck, email info@ethanwood.org and we'll get you sorted.
Ready to move your spreadsheet into Bonzo?