What is the easiest way to merge the data from 2 pipedrive accounts?

EV-EB
EV-EB Member Posts: 2 VERIFIED MEMBER

We have two separate Pipedrive accounts that we would like to unite, what is the easiest way to do this?

Answers

  • Sophie
    Sophie Pipedrive Team Posts: 202 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes

    Hi @EV-EB,

    The best way to combine two separate Pipedrive accounts is by exporting data from one account and importing it into another.

    Here are some steps on how you can do this-

    1. Navigate to your export tab in the first Pipedrive account and export all of the data you would like to move
    2. Once the data is exported, you can move to your second Pipedrive account and begin importing the data there (Make sure not to map the Pipedrive system ID field as these IDs will not exist in the second account!)

    You can also check out our importing article here for more detailed information and our exporting article here!

    I hope this helps!