Request: Ability to map not only fields but also categories when doing an import

I am importing data from a previous system. Good news for pipedrive, however this is far from being optimal. Let's say that for one contact I have 3 different phone numbers (Work, Mobile, Home). When I import I can only match the field phone, once. Which means or I lose the other 2 numbers or I need to create custom fields (Phone 2; Phone 3) to get the other numbers import.

Did I miss something?

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited April 29 #2

    Hi @Nicolas du Manoir , thank you for your feedback! Unfortunately this is a known inconvenience.

    Another option to avoid creating custom fields would be to list your 3 phone numbers within the same cell in your spreadsheet, separate them with a special character of your choice, do your import and then manually copy-paste them to different categories within the "Phone" field.

    I've made sure to reinforce your feedback with the responsible team.

  • Nicolas du Manoir
    Nicolas du Manoir Posts: 13
    edited February 24 #3

    Thank you Ines. But Phone is just an example, I have custom fields like "Social Media" which have many categories such as LinkedIn; Twitter, FB, Insta, Git, etc.   at the moment I am ending up with Social up to Social 13 as fields and that is really not pretty.

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited April 2020 #4

    Thank you Ines. But Phone is just an example, I have custom fields like "Social Media" which have many categories such as LinkedIn; Twitter, FB, Insta, Git, etc.   at the moment I am ending up with Social up to Social 13 as fields and that is really not pretty.

    I see what you mean. For cases like your "Social Media" custom fields, a good tip is to choose the type "single option" or "multiple option" when creating those custom fields, instead of "text" or any other. 

    That will prompt you to map each option individually when importing, as the import will recognize that it's a type of fields with variables, and the imported data will all show up correctly - variations under a same category.

  • Nicolas du Manoir
    Nicolas du Manoir Posts: 13
    edited February 24 #5

    Well I have spent the afternoon re-organising my data before import to follow your advice. Unfortunately when you import data and map the fields, a custom field can one be used once, against one column, unlike Phone which can be used multiple times. This means that you can group the values per category even if you have create them within your "multiple option" custom field.

    So I am afraid this is not a working solution...this is very frustrating.

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited April 2020 #6

    Well I have spent the afternoon re-organising my data before import to follow your advice. Unfortunately when you import data and map the fields, a custom field can one be used once, against one column, unlike Phone which can be used multiple times. This means that you can group the values per category even if you have create them within your "multiple option" custom field.

    So I am afraid this is not a working solution...this is very frustrating.

    Hi @Nicolas du Manoir , I'm sorry to hear you're having trouble with this.

    It depends on what you want the final result to be:

    • for all Social Media links to be under a same field category in PD, I recommend creating a custom field with multiple options and in your spreadsheet write all the applicable options for each contact in the same cell, separated by a special character like a comma or a semicolon (cells in yellow in the image below).
       
    • to have each type of social media applicable to a contact be in it's own unique field in Pipedrive, I recommend creating a custom field for each of them (text type) and having a separate column for each of them in the spreadsheet that you import. ( cells in green in the image below).
       
    image
    2 possible ways to organize and map your data for import

     

    To save you time, test it out with some dummy data first to see which option you prefer, and once you're happy with it, then do it with the real data. 

    If the issue persists, I recommend you reach out to our Support team, who can help you with any further technical help necessary.