Import, merge

Brano K
Brano K Member Posts: 1
Photogenic
edited July 2023 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 )

Answers

  • Pipedrive Gurus
    Pipedrive Gurus Member Posts: 33
    5 Up Votes First Anniversary 5 Likes First Comment

    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: 1,483 CONSULTANT
    First Answer 5 Insightfuls 5 Up Votes First Anniversary

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