Import Deals Feature
I am trying to run the data in pipedrive by importing excel files of deals every morning from our admin panel.
The only unique deal identifier is the pipedrive system id. It doesnt take our username or user number as a unique identifier.
I also cant import our user number as the pipedrive system id.
This prohibits me from creating deals through import with a unique identifier. I am forced to import the deals first, then export the list from pipedrive to get the pipedrive id and then match those id's to my new excel everymoring.
Please let us have a unique identifier for deals other than pipedrive id.
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,253edited June 2022 #2
Pipedrive System IDs are automatically generated and you can't control that.
Just create another text field for 'your' version of the Unique ID. Map your IDs to this field when doing the import.
If you have any other questions or need further help, please don't hesitate to reach out.