Import Function missing

Shane Jansen van Vuuren
edited July 18 in Sales CRM #1

Good day all, 

My boss recently got me/us onto Pipedrive and it looks great. However, I have an Excel doc with way over 100 active contacts that I want to mass-import, but the function is missing from my "Other" tab. Does anybody know how to remedy this please?

Comments

  • Kreete K
    Kreete K Moderator Posts: 235 PIPEDRIVE CUSTOMER SUPPORT
    100 Comments 5 Answers Second Anniversary 5 Likes
    edited February 25 #2

    Hi Shane!

    It can depend on the Permission sets. If you are a Regular User, then the Admin has to give permission for that. The permission set is Import data — When on, Regular users can import data (deals, contacts, products, or activities) into Pipedrive.

  • Shane Jansen van Vuuren
    edited October 2021 #3
    Kreete K said:

    Hi Shane!

    It can depend on the Permission sets. If you are a Regular User, then the Admin has to give permission for that. The permission set is Import data — When on, Regular users can import data (deals, contacts, products, or activities) into Pipedrive.

    Awesome, thanks