Excel to Pipedrive copy paste options?

Dylan Erwich
Dylan Erwich Member Posts: 2 VERIFIED MEMBER
First Comment
in Sales CRM #1

Most of my data has been successfully imported. However, I have one more column of new excel data now with 200 dates that, if Pipedrive gave the option to, I could easily copy paste into the already created custom field.

What external copy paste possibilities does Pipedrive offer, if any? Or is the only way to go through an import?

Thanks!

Tagged:

Answers

  • Jared
    Jared Member Posts: 53 VERIFIED MEMBER
    5 Answers 10 Comments 5 Likes Combo Breaker
    #2

    @Dylan Erwich , large data sets have no copy/paste functionality. What I would suggest you do is export the data from Piperive that you have already imported. Make sure it includes a unique field that you can use to reference the two data sets together.

    You can then use =VLOOKUP( to link the "data" field to the proper contact ID. Then, import the "date" field into Pipedrive and update all your records.

    Let me know if you have any questions.

  • Dylan Erwich
    Dylan Erwich Member Posts: 2 VERIFIED MEMBER
    First Comment
    #3

    Thanks Jared I'll try this!

Categories