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

Shane_50482
Shane_50482 Posts: 4
edited July 18 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 Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 25 #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 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!