How can I import "Related Organizations"?

Karsten Brand
Karsten Brand Member Posts: 7
edited July 2022 in Sales CRM #1

We are just importing data to pipedrive to get the system ready and all "engines" running! Within 12.000 companies we have round about 100 organizations with parent or daughter organizations - some have multiple daughters.

How can we import this information?
I can't see an import field for "Related Organizations".

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,363
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited February 2022 #2

    You can add a custom field for Organization and map the child ORG ID with the parent ORG ID.

  • Michael Campsall
    Michael Campsall Member Posts: 1
    edited February 2022 #3
    Amit Sarda said:

    You can add a custom field for Organization and map the child ORG ID with the parent ORG ID.

    can you explain this further? I am also in need of a solution for associating parent/daughter orgs on import

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