Import to Products

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Christian Aarre
Christian Aarre Member Posts: 1
edited June 17 in Sales CRM #1

Does anybody know if PRODUCTS can be imported to Pipedrive.

We send offers to clients calculated from excel and it would be fantastic that infomation on each DEAL in pipedrive.

But the transfer of data from excel to PRODUCTS are a time issue.

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,072 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited April 2022 #2
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    Hi @Christian Aarre 

    Yes this is possible. Just add columns to your spreadsheet like name, price, currency and you can add the whole list to Pipedrive. However, it is unfortunately not possible to link them do deals during the import: https://support.pipedrive.com/hc/en-us/articles/115005200509-Can-I-import-products-and-automatically-link-them-to-deals-

  • Anastasiia Dyshkant
    Anastasiia Dyshkant Member Posts: 20
    First Comment
    edited April 2022 #3
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    Hi! Trujay can import products to Pipedrive. 

    In fact, Trujay offers a variety of services. Our Self-Service Migration lets you migrate data on your own. You can launch a free sample migration to see how your data will look in your target CRM. 

    Our Guided Self-Service Migration provides you with an account manager to review the migration and focus on your needs. We can come on and guide you while you’re mapping your fields, or do the whole thing for you from start to finish. 

    If you feel like you can map objects on your own but need assistance thereafter, we can jump in at any point and guide you through the rest. If you choose to have us complete the entire self-service for you, you’ll see the entire process done via screen share. 

    To get more information on our Guided Self-Service Migration, contact sales@trujay.com or reply to your sample migration results email. 

    For more information on our services, click here.  For further information, contact our experts.

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