When importing data, how do you link products to each deals?

Shane_50482
Shane_50482 Member Posts: 4
edited July 2022 in Sales CRM #1

Hello, pipedrive users

I'd like to ask about matching products to each deals when user import data.

I added column 'product name' to the spreadsheet, but these product names were added as new products and were not linked to each deals. Does anyone know how to solve this problem?

If it doesn't work out, are you all inputing the products one by one?

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 864
    1000 Comments Third Anniversary 5 Likes Premier Solution Provider
    edited February 2022 #2

    There is no way to link products to the deals at the moment.

    You might want to upload the data into some custom fields, then create a process to copy that and create the products [for historical data] 

  • Shane_50482
    Shane_50482 Member Posts: 4
    edited August 2021 #3

    There is no way to link products to the deals at the moment.

    You might want to upload the data into some custom fields, then create a process to copy that and create the products [for historical data] 

    Thanks for your kind support!