Importing E-Mails from previous CRM-System
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?