Problem with automatic field mapping for excel data imports
I regularly have to update deal information or create new deals via an excel spreadsheet and the data import function.
When I start the upload wizard, Pipedrive automatically maps most of the fields to the correct pipedrive data field.
However, I struggle to get Pipedrive to map the "Pipedrive System ID (Deal)" and the "Title (Deal)" automatically. It never find the correct mapping so I have to map them by hand. I suppose it's because the field names "Pipedrive System ID" and the "Title" are used throughout the different categories (contact/deal/activity/..) and all have the same name. Therefore, they are ambiguous.
I tried to change up the field names in my excel sheet but nothing worked so far.
Does anyone have a solution or workaround for that problem?
Daniel Bachmann_45847 Posts: 4edited February 2022 #2
Does anyone have any tricks up their sleeves to tackle this problem?0
Stéphane Paton Posts: 1edited December 2021 #3Daniel Bachmann said:
Does anyone have any tricks up their sleeves to tackle this problem?
Same here :-( Have you found something interesting?0