Import / Export Data

New: Restore deleted data in Pipedrive
It’s not unusual for users to accidentally delete data from their account, or even deliberately delete data and later decide they still need it. So, we made the process of restoring deleted data even more straightforward. You can now find two new options within the Pipedrive interface: Under Tools and Apps > Restore data…
How do I mass-download emails from PD that are in my Deals?
Or linked to specific Contacts…is there ANY way to mass-download emails from PD into an Excel? If not, is there a workaround, say, to export all the emails to another CRM, and then download them that way?
Feature Request: Automations with Import Function
Are you considering allowing automations to work with the import function? For example, uploading a list of deal IDs to trigger specific automations. Currently, bulk edit triggers automation, but bulk import would be more efficient for high-volume tasks like assigning products to multiple deals. e.g. I have 3 products that…
Is there a way to import leads directly into a pipeline segment?
Is there a way to import leads directly into a pipeline segment?
Related Organizations function in import from file
It would be very useful if there would be a function for adding related organizations when importing data from a file. This could simply be done by connecting them via registration number, or even pipedrive ID, and it would not have to be done manually, one by one, or via API.
How Do I export all of my contact data including notes all at once?
I can't seem to find a simple way how to export all of my contact information including the notes in one simple step. Can someone guide me on how to do it? Thank you.
Bulk delete contacts from my customer database
I've used Zerobounce to clean my customer database, I've never done this in 12 years so I've got a lot of contacts that need removing, well over a thousand. Is there a way to match the contacts I want removed in bulk? I'm thinking uploading a list of contacts for Pipedrive to delete rather than import. Thanks Anthony
How to get rid of mortarboard icon at the bottom
Greetings, I'm forwarding a question from my client. This is what my client saw when she tried to import Excel data to Pipedrive. At the bottom right corner, the mortarboard icon almost covers the submit button in the green box, and she sometimes hit that icon instead many times. I cannot replicate this issue from my side.…
Please add followers to bulk edit feature
I would like to suggest that followers be added to the bulk edit feature for deals, people, and organizations. This gives managers daily activity snapshots the following morning via email which is very useful.
Export pictures
Hi, I need to export files in jpg format. I manage to export the basic information in Excel where a link to the picture is displayed. However, I need to retrieve those pictures. Anyone could inform me how to do it? Thanks.
Emails from Pipedrive to HubSpot
Hello there, I'm migrating from pipedrive to HubSpot and even though via import it brings some emails, it doesn't do it with all of them. There are limits on what gets synced, especially with retroactive emails. They say it's because of the way pipedrive stores emails but I don't understand. What do you recommend?
When importing deals 'owner' doesn't work
We up-load an excel import of our deals for the month ahead and these are spread across 4 owners. When we upload we map it correctly, in the test it looks correct, but when they appear in our deals list they only appear under my name (the importer.) Is there any trick to ensuring the 'owner' field is mapped correctly?
Possibility to export all data has been gone, where can I find it?
Dear all, I just tried to make an XLSX export with all PipeDrive data via More / Export but suddenly this feature is gone. I am aware of the other possibility to download data (via fe Deals / ... / Export filter results) but I require the format of the wider Export. Any suggestions on how I can get the exporting…
Product images in export / api
Hi, I am trying to get an export of all product with their images (urls). I have tried export all product catalog and using the api to fetch all product but seems like product images are ommitted in general. How can I export / fetch all product data inlcuding product images?
How to delete sample data?
I'm helping a company set up their Pipedrive account, I have professional version for my company, and when I set mine up we went to import data and found the Delete Sample Data button and clicked it. Their version does not have this button available. They did play around and entered a few things prior but now want a clean…
Connect many deals to a single product
I am trying to upload a spreadsheet with customers who have purchased my products. I want to be able to see everyone who has purchased a specific product, within that product. Please can you advise how I can automate this? Thanks in advance
Contact import issues
Hello, I imported 40 contacts into Pipedrive using an Excel document. In the Excel doc, I created a custom data field to be imported with each contact. I mapped it on the fields during import. However, when I check the individual contacts, the data field is there, but the content is not populating for each contact. Also,…
Importing Products - Price Variations
I would like to be able to import price variations for products. As far as I know, Pipedrive only allows one price per item when products are imported. I work in multiple countries with different pricing strategies. Adding price variations manually takes a lot of time. Thanks!
List all participants to a deal
Currently, each deal has a primary person and bunch of participants. We're trying to generate a list of all participants to a filtered list of deals - the use case is to output a list of names and email addresses that we can load into Hubspot or MixMax to run a campaign. Searching on the Deal page only gives info on the…
Bulk Import Products Into Deals via CSV
This is a CRM - I would like to know what my customers have ordered in the past so when they call I don't take 5 mins to pull together their order history. Can Pipedrive please add the ability to add multiple products to deals via CSV import? Our ability to slice and dice this data and upsell customers based on previous…
New: Files feature released today 🚀 Files Global Export
Hi, I’m Pedro Franco from the Files feature team, and I wanted to let you know that we’ve released the files global export functionality. What will you get with this release? Have the ability to export the data related to the files for your company in Global Export page under Tools and Apps The exported excel/csv will…
How to modify the time line dates?
I am importing about 50k activities from another CRM and I can manipulate the "due date" and set the activity as "done" but the date order they show up is based on the current date, Some of these activities are several years old and with some organizations there might be more than one "activity" added. They all appear in…
Label Leads during Upload
I greatly appreciate Pipedrive's flexibility when it comes to uploading from spreadsheets. The fact that we can correct where data fields belong in a simple manner is wonderful. That is why I was shocked to learn that when uploading Leads you cannot include a Lead - Label (Hot, warm, cold, etc) in the upload. You can do it…
Merging Duplicates in PD -> Can we choose individual fields instead of all or nothing?
When merging an organization or contact in Pipedrive the system will ask if you'd like to keep Organization A or Organization B, but what if Organization A has the correct address and Organization B has the correct phone number? I would like the option to choose which individual fields to keep and which to overwrite. I…
Bonjour, Est il possible d'extraire toutes les adresses mails des mails que j'ai envoyé
J'aimerais récupérer toutes les adresses mails pour lesquelles j'ai adressé un mail. Certaines n'ont pas toujours été crées ni enregistrées sous un contact, ni dans une affaire. Merci pour votre retour.
Importing contacts into Pipedrive with 3 key fields.. how?
Hallo, I am trying to import a lot of customer details into Pipedrive. The problem I am having is that I need to create separate entries for organizations depending on unique "suppliers" I have all the data in spreadsheets and, try as I may, I cannot find a way to create new organizations in Pipedrive distinguished by a…
Contacts eMail filed contains multiple values (work, home, others) that can't be filtered, used on w
When one contact has more than one mail we face multiple issues: * The options Work, Home and Other are not enaugh.* For example, it does not allow to check one email address as "old" for one contact, and if we delete the email address because it's not longer valid, we lose the mail thread with that contact. People change…
Importing Organisation relationships
It would be really handy if via an import you can assign the organisation relationship, currently workarounds have to be made which takes you away from using the native relationship management feature, also because you cannot do anything with that feature, apart from viewing and exporting via the back end. I have a client…
Address field not found by Google Maps
I have a problem.. When I import organizations Pipedrive takes my address fields and combines them into a single field. This is fine as the original data fields are still available. The data is combined as follows: Street/City/Zip/Country In Germany and most of Europe it should be: Street/Zip/City/Country Here's the…
Importing creates Deals.. I am not adding a deal field.. why, how?
I am trying to import 25,000 named individuals and around 15,000 companies. Everything works fine. Companies are created in Pipedrive and the individual people are added to those companies and it looks great. But for each company and person a new "Deal" is created automatically. I do not want this. I am importing from a…

Import / Export Data

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