Importing E-Mails from previous CRM-System

Philipp Riederle

Hi,

we are importing E-Mails from our previous system into Pipedrive. We have all Mails with relevant Data in a XLS-Table. How would you import them? Any experiences or ideas?

• As Mail: is not possible to import "Mails"
• As Note: with the drawback of only linking a maximum of one person to the note.
• As Appointment with Appointment-Note:  Could link multiple persons.

Anyway we would need to import via the API, as the Table-Import does give access to all note/appointment attributes.

How would you proceed?

Cheers, Phil

Mike van der Valk

Hi @Philipp Riederle have you tried out Import2: https://www.import2.com/

Perhaps they can help?

Philipp Riederle

Just let me share how we solved it:

• Imported all previous e-mails as activities in pipedrive (because for activities you can link multiple contacts and you can edit linkings from the Web-UI - both is not possible for notes)
• We internally developed a migration tool which 
  • cleans the HTML of the E-Mails to the Pipedrive-Supported HTML tags
  • transforms the data into a Pipedrive compatible wide data format
  • talks directly to the Pipedrive API and stored the Pipedrive-ID to the local dataset after import 
• We imported all the previous e-mails via our self-developed tool and the HTTP-API (because via the CSV Import one can only link one contact and not multiple)
• Linked multiple contacts to the activities/mails
• duplicated mails which were linked to multiple deals

 

Maybe that helps somebody. Cheers!

Mike van der Valk

Philipp Riederle said:

Just let me share how we solved it:

• Imported all previous e-mails as activities in pipedrive (because for activities you can link multiple contacts and you can edit linkings from the Web-UI - both is not possible for notes)
• We internally developed a migration tool which 
  • cleans the HTML of the E-Mails to the Pipedrive-Supported HTML tags
  • transforms the data into a Pipedrive compatible wide data format
  • talks directly to the Pipedrive API and stored the Pipedrive-ID to the local dataset after import 
• We imported all the previous e-mails via our self-developed tool and the HTTP-API (because via the CSV Import one can only link one contact and not multiple)
• Linked multiple contacts to the activities/mails
• duplicated mails which were linked to multiple deals

 

Maybe that helps somebody. Cheers!

Thanks for sharing!