Import from Pipedrive to Pipedrive with settings?

joko.zwarteveen@eqeep.nl
joko.zwarteveen@eqeep.nl Member Posts: 2
edited July 2022 in Apps and Integrations #1

Good day, 

I have just finished importing from our production account to a sandbox. I forgot that your import does not copy all the settings like custom fields. Please add this functionality as an option to your import tool. 

Comments

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,089 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited April 2022 #2

    @joko.zwarteveen@eqeep.nl thanks for sharing. I've heard this before from partners and some edge cases but I'd like to point out to you that the vast majority of Pipedrive users has one account they use and will continue to use during their membership with us. I'll definitely share your feedback with the team but just wanted to give you that side note.