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Cleaning Imported Data
Eric A Gombrich Posts: 9
We recently moved to Pipedrive from another CRM. We imported our historical data and are wanting to clean it up or otherwise filter the "older" data so as to get our more current reporting accurate.
For example, all of the Deals were created on the date of import, and thus the Deal Duration is miscalculating.
Is there a way to manually update the dates of entry into stages of specific deals? These dates would precede our use of Pipedrive (back into 2021). We would do this for the deals closing this year only and neglect historically closed deals.
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,310edited March 2022 #2
You need to do a CSV Export and then CSV Import with the right data.
If you have any questions, don't hesitate to reach out.