Old customer is back with all data export, but how can I tell him to import this data?
I have a client who decided to stop Pipedrive subscription about six months ago. But he exported all the data as shown in the screenshot. Then he had six excel files for these items:
Now he wants to get back to Pipedrive, and he's very excited to recover all the data from these excel files.
But it turns out that 'data import' is tricky. We can import only one file at a time, and each import creates a fresh set of items.
Consider this scenario:
- Let's say that he imports an excel file for deals. As this Excel file also contains column for people and organizations, such an import will create people and organizations as well.
- Now when he imports an excel file for organizations, Pipedrive will make a duplicate copy of each organization.
Is there any way to solve this problem?