Problem with automatic field mapping for excel data imports

Options
Daniel Bachmann_45847
Daniel Bachmann_45847 Member Posts: 4
First Comment
edited May 2022 in Sales CRM #1
image

Hey there,

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?



Cheers

611cd695878287b1621d5982_84168.png

Comments