How can I import sales data?

RIkko
RIkko Member Posts: 0 NEW MEMBER
edited July 18 in Apps and Integrations #1

I just started using Pipedrive and would like to import a large amount of historical sales data from Quickbooks so that I can see each transaction and previous purchases by customer in Pipedrive. How can I do this?

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Answers

  • Scotdrive
    Scotdrive Member Posts: 6 VERIFIED MEMBER
    First Comment
    #2

    I would recommend using a custom migration to migrate all Quickbooks details into the appropriate products/line items OR you just integrate QB and PD so that any updates on either side is reflected and you create a record of truth between ERP and CRM. SyncMatters can do either custom migration or integration, would recommend talking to them to get a quote for either use case that fits your needs.

  • Scotdrive
    Scotdrive Member Posts: 6 VERIFIED MEMBER
    First Comment
    #3

    I would recommend either a custom migration from QB to PD or a custom integration depending if you would like it one time or ongoing sync to keep all data maintained across both systems. There's a company, SyncMatters, that can do either as they specialize in CRM/ERP solutions (migration/integration). They're not expensive.

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