Contact Export - Column for each phone type (Work, Mobile, Etc)

Clark Harris
Clark Harris Posts: 1
edited July 23 in Sales CRM #1

Currently the export just shows multiple phone numbers for a single contact in the same column with commas between. There is no way to see if it's a "Work" or a "Mobile" number. It would be ideal to have a column for each phone number type.  

That means you can not import multiple phone numbers from a spreadsheet and have them load into a single contact for the correct type of phone number. 

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Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited April 29 #2

    Thanks @Clark Harris makes sense to me. I've passed it along to the team as a feedback!

  • John Wilson
    John Wilson Posts: 1
    edited February 24 #3

    Any Updates on this Phone Export/Import Issue?

    It appears that the only way to get Two Phone Numbers Imported at the Same Time is through using Custom Fields for the "Other" types, as in Mobile Phone Number. Is that Correct?

    And IF I Import to a Custom Field, can I "Merge" that New Data back into the Phone Field with the appropriate Category assigned?

    Thanks.

     

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited July 2020 #4

    Any Updates on this Phone Export/Import Issue?

    It appears that the only way to get Two Phone Numbers Imported at the Same Time is through using Custom Fields for the "Other" types, as in Mobile Phone Number. Is that Correct?

    And IF I Import to a Custom Field, can I "Merge" that New Data back into the Phone Field with the appropriate Category assigned?

    Thanks.

     

    Hi @John Wilson 

    Regarding exporting, the task is still in our backlog unfortunately as the team is working on other priorities. However, regarding importing. It actually is possible to import multiple columns of your spreadsheet to the phone nr field and assign the type. Take a look at this GIF below. It shows you can use the field multiple times during import and click on the pencil icon to set the type.

    GIF can be seen here: https://sharing.pipedrive.com/oH3VG7

    image
    Phone field import and type selecting
  • Keith Clark
    Keith Clark Posts: 2
    edited February 24 #5

    Yea this seems a very basic feature since a lot of us use SMS campaigns as well. Please advise earliest or a workaround.

     

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited October 2020 #6

    Yea this seems a very basic feature since a lot of us use SMS campaigns as well. Please advise earliest or a workaround.

     

    @Keith Clark you can after your export use the split text functionality in google sheets or excel. You can use the comma as a separator and split the phone nr's in multiple fields.

  • Keith Clark
    Keith Clark Posts: 2
    edited October 2020 #7

    cool was just thinking similar.