Exporting Data - People
When exporting data on the "People" in your PipeDrive account, it includes the name of the organization they're associated with, but not that organizations "System ID".
I suggest the export function include both the name and system ID of the person's organization for easier & more accurate matching across the various fields / contact categories.
Boris Tsibelman Posts: 998edited April 2022 #2
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,253edited April 2022 #3
A workaround would be to pull all the necessary fields in the list view and export the data from the list view.0
Inês Batata Admin Posts: 2,917 COMMUNITY MANAGERedited April 2022 #4
Hi @Jeffrey Farrick !
The System ID fields don't show up by default but, like @Amit Sarda suggested above, you can pull them up to be visible in your list view (and drag and drop those columns to show up where it's most convenient to you. You can also choose not to see certain columns. Here's how to do that:
- How can I add or remove columns in the List View?
- How can I change the order of the columns in the List View?
The ID fields are indeed the ideal option to use when you want to update data in Pipedrive using a spreadsheet: How can I update my Pipedrive data with a spreadsheet?
Hope that helped and have a great week!0