Import and export

Import a CSV

In the app, open People or Companies and choose Import CSV.

1. Choose a CSV exported from a spreadsheet, HubSpot, Pipedrive or anywhere else. Comma and semicolon files both work.
2. Tandem matches columns from their headers (Name, First name and Last name, Email, Job title, Company, Website, Description). Change any match.
3. Check the preview of the first rows, then import.

Imports go through the same operations agents use, so they deduplicate: people match on email and companies on website domain, and existing records are updated, not duplicated. People are linked to a company from the website column, their work email's domain, or an exact company name. Every imported value is recorded as coming from your file. Rows without a name or email (people) or name or website (companies) are skipped with a reason.

Your agent can import too: attach the CSV in the chat and ask it to add the leads to Tandem.

Export

Owners and admins can download the whole workspace as a ZIP from Settings → Data, at any time, on any plan, including a lapsed one.

One person's data

From a person's record, owners and admins can export everything Tandem holds about them (for a data subject access request) or erase them. Erasing adds them to the do-not-contact list by default, so an agent won't re-add them.