Import data

Marius Combrinck
Marius Combrinck Member Posts: 2 NEW MEMBER
edited September 9 in Sales CRM #1

The import function is not importing ALL the fields from the excel spreadsheet. Custom fields are setup and mandatory fields are in? Please recommend a EXTERNAL service provider that will support with function. Greater Cleveland, Ohio.

Answers

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 156 PIPEDRIVE TEAM
    100 Comments 25 Likes 5 Answers Second Anniversary
    #2

    Hello,

    Most of the discrepancies with import happen while mapping, and the best way to prevent this would be to update the Column Titles so that they specify which field the value in the column should be added. For example, if you want to add organisation name and address, renaming the columns in the file to "Organisation - Name" and "Organisation - Address", respectively, will help to a great extent to prevent mapping issues.

    Our support team would also be able to assist you with the topic, and we recommend opening a conversation through Pipedrive and choosing the topic Import to ensure your conversation reaches the right team.

    If you would like more personalised support, you can also check out Pipedrive partners, who offer consultation here: https://www.pipedrive.com/en/marketplace/partners. On this page, you will also be able to filter the partners based on their location. Hope this helped :)

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