Import, merge

Brano K
Brano K Member Posts: 1
Photogenic
edited July 21 in Sales CRM #1

Hello, 

If I am importing organizations into pipedrive, there are 2 fields that are important, namely "name" and "address", is it possible to replace "address" with a custom field ( e.g. "VAT" ). 

Thank you for your reply.


p.s. it has the same effect on the merging of organization contacts, I would need to merge by custom field (VAT - ID number )

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Answers

  • Pipedrive Gurus
    Pipedrive Gurus Member Posts: 33
    Second Anniversary 10 Comments 5 Likes Photogenic
    #2

    Hi,

    no its not possible to change it bcs the merging function is a setted system configuration. Not a user configuration.

    For contacts its the email address.

    For organisations its the name and address in combination. So if name and address are exactly the same, only in this case its a merge.

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,360
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    #3

    You can use Dedupley to merge/deduplicate items using a custom criteria.


    https://dedupe.ly?afmc=mtsrd


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