Import CSV Call records as activities and link with person records?

Justin Sterling
Justin Sterling Member Posts: 13 VERIFIED MEMBER
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edited March 3 in Sales CRM #1

I have a csv file of phone records. The file does not contain the names of the contacts. I want to import the call records as completed activities and associate (merge) activities with existing contacts. Is this possible, and if so, how?

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Answers

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 235 PIPEDRIVE TEAM
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    #2

    Hello @Justin Sterling,

    Currently, it is not possible to import activities into Pipedrive without any information about the contact (ID, Name, Email, Phone). We would need some attributes related to the contact in order to link the new activity to the respective contact.

    Also, with imports, you will not be able to merge existing activities, and if your goal is to enrich an activity with information from a call, the only option would be with API, specifically the Add a call log, which takes the ID of the existing Activity in Pipedrive and associate the call log information to it.

  • Justin Sterling
    Justin Sterling Member Posts: 13 VERIFIED MEMBER
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    #3

    Thank you for the insight, Tony. For context, I have the call time/date, and phone #, but do not have the person's name in the fields I'd like to import. When you say …"would need some attributes, " do you mean I need both name and # or do you mean I need at least one of the attributes ?

    If there is a duplicate call record, and merge existing actitivies is the next goal, could you provide some instructions on how to use the Add a Call Log API? When I click the link it referes to "postman" and "fork collections" which I have zero understanding of.

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 235 PIPEDRIVE TEAM
    Third Anniversary 25 Answers 100 Comments 25 Likes
    #4

    Hi Justin,

    To use the import function to link activity to an existing contact, we would need both the name and the phone number.

    Merging Activities, as I mentioned, is not something we can do, but the API endpoint I shared would convert an existing activity into a Call Log by enriching it with information like call duration, and if the call was recorded, it allows you to attach the file, etc. See an example:

    Screenshot 2025-03-04 at 13.26.05.png

    Since API in itself is a vast topic our support article on API would be a good place to start but if you have any specific questions, you can always contact our support team.

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