Import / Export Data

Exporting Organizations or People based on last Update to the record
Is there a way to filter on organizations or people that were edited the prior month? We tried using the "update date" field but it includes updates to deals as well versus updates just to the organization or people record?
Can't import No First/Last name
Can you tell me why are first name and last name required? I just signed up and the first thing I want to do is to import my leads. I don't have first name and last name, I have a company name because I'm B2B. So it gives me an error... how can that happen? I don't have a clue who is on the other side of the phone! So is…
Unable to Export Deals
In list view for deals when I select the 3 dots in the upper right corner the only option is "Show on Map". There is no option to export. How do I fix this?
Pessoal, alguém já importou leads e eles não apareceram no funil?
Pessoal, sou novo aqui! tudo bem como vocês? Estou com uma dificuldade aparentemente simples: Meus leads não estão aparecendo no meu funil, apenas na base de contatos e sem algumas informações da planilha. Faço a importação certinha e aparece como concluída mas nenhum dos leads importados aparecem no meu funil :/ obs: Na…
Czy można cofnąć skasowanie całego lejka?
Dobry wieczór. Hmmm...poleciałem blondynką.Dodałem etap do lejka i chciałem skasować ten etap, niestety skasowałem cały lejek. Czy można cofnąć skasowanie całego lejka?
Do you qualify your leads before adding them to your pipeline or do you add them all?
I have observed that businesses usually do one of these three things: * Have a sign up webform that integrates with Pipedrive and creates contacts on CRM when somebody signs up. * Use a data tracking software that syncs deals to Pipedrive. * Using a software to marketing qualify deals and getting deals added for MQLs. *…
Hi. Is there a way to import actual monthly revenue, and link it to won deals. (Not Recurring Revenu
Hi. Is there a way to import actual monthly revenue, and link it to won deals. (Not Recurring Revenue)
Daily Report
Hi everyone I hope you can help. I am new to Pipedrive and here is the dilema. Everyday I have to log notes into pipedrive as things happen then also log those notes into an excel doc to give my manager the heads up of what I have done that day at the end of the day. Totally cool with this but Is there a pipe report that I…
Big data
Does anyone have large amounts of leads, deals or customers in PD? I have an external database with 230k leads, thinking of writing a tool to access the api as an excel import might take some time.
Hi Pipedrive community! New user here and sorry if this is a very basic question. I wonder if it is
Hi Pipedrive community! New user here and sorry if this is a very basic question. I wonder if it is possible to mark contacts for an activity - for example who you want to invite to an event in order to be able to export an excel file with that information? Also, I wonder if it is possible to see the contacts that I follow…
How to manage a B2C business with Pipedrive?
How a B2C business must be manage in Pipedrive? We are just starting with Pipedrive and wondering how a B2C business information should be imported / handled. In our actual spread sheet, a person is a customer/home owner with its owns address, contact information, sales... Should a virtual organisation must be create for…
Automatically adding multiple contact persons into a deal?
Hi Pipedrive, Developers. I would like to know how it is possible to automatically add multiple contact persons into a deal. I usually work with Excel and then import the sheet. I know that one way is to add them manually to ‘Participants’, but with a huge amount of institutions to deal with, it is not optimal, so I would…
Hello, I have a question on uploading data. When we are uploading date that concern existing contact
Hello, I have a question on uploading data. When we are uploading date that concern existing contacts (persons) while choosing merge duplicates, we get Pipedrive to recognise that the contacts are the same and merge data for them, however we end up with two same email addresses (one under work and one under other). The…
Hi all, we are facing a problem when we upload contacts through CSV. Although we have a field in our
Hi all, we are facing a problem when we upload contacts through CSV. Although we have a field in our file called company that we match with the Pipedrive field Name (Organisation) and fill in the exact same name and choose merge, we still get a new organisation created with the upload which we then have to manually merge…
How can I unified every activity or task in by each deal?
How can I unified every activity or task in by each deal?
is it possible to import contacts without creating deals for each contact?
How can I export all the task individually per lead in order?
How can I export all the task individually per lead in order?
Migrating data within Pipedrive (two company accounts mishap)
Hi all, We have two companies VATA and Polarys We created our first account on Pipedrive for VATA and by mistake imported Polarys data in. Can we just change the name to Polarys and create a new account for VATA or should we go the longer path? Thanks, Hemi
Import contacts from excel
Hi all, I have trouble understanding the report after succesful merging, you can find next to reverse function under detail - there are three sections added, updated, merged I have imported some contacts which has - name, organisation, organisation address, email, custom field - all of these fields were in the pipedrive…
Tracking imported users
Hi I want to import some users, and I'd like to be able to track them by creating a filter for that import. Anyone got any ideas on how to do that? Thanks in advance, Claire
Import to Products
Does anybody know if PRODUCTS can be imported to Pipedrive. We send offers to clients calculated from excel and it would be fantastic that infomation on each DEAL in pipedrive. But the transfer of data from excel to PRODUCTS are a time issue.
3 Questions on bulk emailing
Hi Does anyone know: 1. Any way to set up an automatic reminder to follow up on an email that has been sent (preferably in bulk emailing)? 2: If you can get a report/filter on which emails have been read or links clicked so that you can see in bulk without having to go to individual contacts? 3: Can you set up an automated…
Pipedrive does not import empty fields from Excel
Pipedrive is an easy and powerful program but many times to work data is easier and much flexible in Excel and one thing i have tried but does not work is exporting lets say the People Table with Label feature to excel spreadsheet and then remove some labels from some people when i try to import back to Pipedrive i see…
Can pipeline import data from ecwind in spread sheet form in a easy way
Can pipeline import data from ecwind in spread sheet form in a easy way
How do I dictate where my leads imported via excel go within Pipedrive?
I love the new tab for LEADS and want a lot of old leads to be put into there and then worked by sales.
Importing contacts and automatically sending emails
Hi, I've created a workflow automation so that cold leads added to my contacts automatically receive a template email. It works when I manually add contacts, but I can't get it to work when I do it by importing contacts via a csv file. Is this not possible or am I doing something wrong?
Import from Pipedrive to Pipedrive with settings?
Good day, I have just finished importing from our production account to a sandbox. I forgot that your import does not copy all the settings like custom fields. Please add this functionality as an option to your import tool.
Options for security
Hi all ! I have some questions for the community about security. Are there options to prevent sabotage, from an unhappy employee, for example? Is there any way to prevent massive data deletetion? Ho do I implement permission? For example: the manager may create and modify client profiles, but the employee may only read…

Import / Export Data

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