Importing E-Mails from previous CRM-System

Philipp Riederle
Philipp Riederle Posts: 41
edited July 12 in Sales CRM #1

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

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 2021 #2

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

    Perhaps they can help?

  • Philipp Riederle
    Philipp Riederle Posts: 41
    edited February 25 #3

    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
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 2021 #4

    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!