How do I import organisation addresses into Pipedrive so only the address fields get updated?

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dwightbailey
dwightbailey Member Posts: 8
Name Dropper First Comment
in Sales CRM #1

I have a spreadsheet with a bunch of organisations' address fields - these organisations already exist in our pipedrive account but I need to update them with the address fields contained in the excel sheet. How do I do this please without duplicating the organisations?

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  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 211
    First Answer 5 Likes First Comment First Anniversary
    #2
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    Hi @dwightbailey -

    The best way is to use the Org ID from Pipedrive.

    So, export a list of Orgs from Pipedrive with the Org Name and ID. Match up the addresses with the Org IDs.

    Import the spreadsheet with just the Org ID and Address fields.

    This will update existing Orgs and will not create duplicates.

    Hope this helps!

    Please feel free to reach out if you would like additional support.

    - Liz

    Schedule a Working Session | Getting Started with Pipedrive | Pipedrive Integrations


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  • dwightbailey
    dwightbailey Member Posts: 8
    Name Dropper First Comment
    #3
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    Thanks for your help.

    My concern is we have 15,278 organisations in pipedrive. Their addresses are on a spreadsheet but the names of the companies on the spreadsheet are different to how they are named in pipedrive. If I export from PD with the organisation's ID, how do I then get the address detail fgrom excel into the exported list from PD - I can't manually sift through 15,278 organisations!!

    Sorry if its an ignorant question.

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