Transfer deals from one account to another

Christopher Storey
Christopher Storey Member Posts: 1
edited July 2022 in Sales CRM #1

Hi there,

 

Is there a way I can transfer all my deals in one pipeline to another pipedrive account?

 

Thanks for your help

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Comments

  • Robert Luna
    Robert Luna Member Posts: 44
    First Comment
    edited February 2022 #2

    Sure thing.

    You just need to export the data from old account and import into the new account. Export-import process in Pipedrive is very straightforward and simple, but powerful and user friendly.  Old account: in the deals screen, change to the list view, select which fields you want to show and click export. Go to settings on the new account, click tools and you will find the import-export section. 

  • Marcelo Silva
    Marcelo Silva Member Posts: 243
    First Anniversary First Comment Photogenic
    edited March 2020 #3
    Robert Luna said:

    Sure thing.

    You just need to export the data from old account and import into the new account. Export-import process in Pipedrive is very straightforward and simple, but powerful and user friendly.  Old account: in the deals screen, change to the list view, select which fields you want to show and click export. Go to settings on the new account, click tools and you will find the import-export section. 

    Robert, e como vc resolve o histórico de vendas por produtos?

    Eu adoro a simplicidade e a fluidez do Pipe, mas até onde fiz, a importação não traz os dados dos produtos vendidos, mesmo que seja de Pipedrive para Pipedrive

  • Robert Luna
    Robert Luna Member Posts: 44
    First Comment
    edited March 2020 #4
    Robert Luna said:

    Sure thing.

    You just need to export the data from old account and import into the new account. Export-import process in Pipedrive is very straightforward and simple, but powerful and user friendly.  Old account: in the deals screen, change to the list view, select which fields you want to show and click export. Go to settings on the new account, click tools and you will find the import-export section. 

    Hello @Marcelo Silva .

    You´re right. The info about "products" still very complicate to manage. You can do very little with products related data.

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