Import / Export Data

exportar visão geral de um usuário
para ter um correto controlo de trabalho da minha equipa, era importante conseguir exportar em excell a visão geral de um usuário, conseguem fazer esse melhoramento?
Insight Reports - Export Option?
First off it's great that we can export reports from insights into excel/csv, but it's clunky. You have to click into each item on a graph to be able to get info and export it from there. There's a table right below the graphs that literally has ALL OF THIS INFO already organized but that can't be exported for some reason.…
My imported Deals all have me listed as the Owner, how can I fix this?
I saw a previous post where someone had experienced the same issue as im now facing where the Deals that have been imported all have me (the importer) listed as the Owner. The solution mentioned was to copy and paste the Contact Owner field and map it to the Deal Owner. Is there a quick video showing how this can be done?…
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?
Build data pipelines, dashboards, back up your Pipedrive Data with Coupler
Hey Pipedrive Community, I want to share a tool that's been a game-changer for me and my clients when it comes to: building data pipelines, building advanced BI dashboards, creating periodical backups of Pipedrive data Coupler.io simplifies data integration, allowing you to effortlessly build pipelines between different…
Can you please add the ability to Child / Parent / Sister Organization relationships via CSV Data Up
Can't believe this isn't possible and seems like it would be a critical feature for anyone selling to SMBs
Pipedrive automations to get trigged by imports
Hi team, We've had an idea from a member of our team which we'd appreciate to be considered → If we can get automations to trigger from an import then we can map deal stage changes to the direct import which removes some manual steps of someone having to go through 5 filters and manually bulk edit deals to sit within the…
Ability to send automated report (export to rest of team according to schedule)
Please can you set up the ability to export reports (i.e. Global Dashboard) according to a schedule to the rest of your team. Triple Whale does a good job of this. You choose the report, schedule/time, and recipients. You can then choose format. At the moment, I have to download the report as a pdf and send to the team…
Mass export files from Pipedrive
I wanted to check the options to mass export all the files from Pipedrive and store them on a drive. When I export files in Pipedrive the export file contains the download link and this is a manual process as I have to use each link to download the files one by one which is time-consuming.
Need to export results of Web Visitors
The Web Visitors tool needs to have a way to export the results to make it useful for analyzing the data. PipeDrive adding some analytics to the tool would be good in addition. However exporting and being able to analyze to our (anyones) specific needs would be the priority.
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?
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.
Sales Force lead integration
Hello, Is it possible to automatically import raw lead data into Pipe Drive from Sales Force software?
Billing Export
Good day, We recently upgraded to the advanced license because we want to use PD for more than just pipeline management. I’d like to start using the CRM and export billing data from PD to process it in a different billing system. However, when exporting to Excel, all products within a case are combined into a single line,…
Merging duplicates on importing data - adding labels
When I import data and set the records to merge on duplication, it always replaces the labels that are already entered with new labels rather than adding to it. Is there a way around this? When manually merging contacts, it keeps both labels rather than replacing. thanks
How to update data on a deal without creating a new deal
Hi, I have multiple users with their own pipelines and hundreds of deals per user, in different stages. We track these deals in excel and I would like to build an automation which is triggered when I import data from excel to pipedrive. For example, I have Company A in my pipeline as a deal and its value is say 10 000 at…
Choose "website" field, when importing organization data
Hi all, I'm new to Pipedrive, but used to other systems, including Hubspot. I'm trying to import a list of organizations to our new pipedrive account, but I cannot seem to map the field "website" - any ideas?
Import CSV Call records as activities and link with person records?
I have a csv file of phone records. The file does not contain the names of the contacts. I want to import the call records as completed activities and associate (merge) activities with existing contacts. Is this possible, and if so, how?
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!
Export Automation Workflows
I regularly need to review automation workflows and take screenshots so I can explain each step. But I end up with loads of images if the workflow is lengthy. It would be great to be able to export the workflow, where its format is either the same as make.com blueprint or easy to read format
Contacts Update and Clean Up
Hi everyone,We are trying to clean up our contact database. To do this we exported all contacts and purged them out of PipeDrive and now we want to update these contacts with the modified values, but we want the data to be updated by contact ID and not by email. Is this possible?
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…
Comment puis-je extraire les adresses emails de mes prospects ayant une activité en cours ?
J'aimerai extraire les adresses emails de mes prospects présents dans mon pipe "sales". Commet est-ce que je peux faire cela s'il vous plait ?
How to export multiple filter results into one spreadsheet
I would like to export multiple filter results into a single spreadsheet. Is there a easy way to do this. Thanks in advance for your help
exporting activities of certain contacts who have a particular label
Hi, I would like to export activities of certain contacts who have a particular label. Looking at the available fields when in the export screen, I can't seem to add a filter for label. Can anyone advise if this is possible? thanks
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.
Import data: option to "add to" OR "overwrite" values in multiple choice fields
My request for change „ There should be a choice: import with multiple choice fields => add or overwrite“. Actually it is always an overwrite.
Projects import
Hello, I would like to mass import projects like i can do with deals, activities, organisations etc. which i cannot do right now Is a development planned ?
Data Import Question - Are Email Addresses Handled Like Phone Numbers?
From this KB article: https://support.pipedrive.com/en/article/importing-advanced-mapping Mapping phone numbers When importing your contact's phone number, you have the option to select the phone label you want to map to Pipedrive. If you have multiple phone numbers for a contact, you can map the phone field multiple…
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…

Import / Export Data

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