Import / Export Data

Anyone have experience importing several thousand "normalized" contacts from spreadsheet into PipeDr
Long story but I started using PipeDrive by importing my contacts (roughly 5000) via the PipeDrive iOS app. I've now realized that my contact info there had a lot of problems and the one-way only sync with iCloud is not going to work for me long term. I've decided to sync G Suite and PipeDrive from this point forward but…
Best way to directly onboard Clients / Factfinds into Pipedrive
I'm looking for advice on how other users / Advisors fully onboard clients. Basically I am looking for the easiest and fastest way to input the data from a Factfind directly into Pipedriver. Client's personal info, their income and expenditure, assets liabilities etc. Do you use web forms or import from excel etc.?? Thanks…
Como eu exporto as notas do pipe sem aparecer erros?
Estou extraindo alguns dados da base de dados mas aparecem assim no excel: "FAZER <div> </div> <div>Resgate RT TFN 23 - Liquidação: 01/02/2009 - Liquidação: 02/09/2009 RT Quatar - Liquidação:…
Importing Princing data
Hi, I'm trying to import Pricing data (product) and I'm always having error. I think Pipedrive doesn't recognize my data format. What should I do? I tried everything : French $, English $, no $ format, etc. Thanks
How can I see the activities sorted out by the occurrence date and time, instead of the record entry
Hi there, this is a question that was asked already 5 months ago, have a look here: https://community.pipedrive.com/question/how-can-i-see-the-activities-sorted-out-by-the-occurrence-date-and-time-instead---5e74ddde08f4375bb56de25a Unfortunately, there has been no answer so far. Could someone pls. have a look? Thank you!
How can I see the activities sorted out by the occurrence date and time, instead of the record entry
How can I see the activities sorted out by the occurrence date and time, instead of the record entry time? It was so in the past and suddenly changed!
Exporting contact records by date added
Is it possible to export Contacts --> People added to Pipedrive according to a specific date range. For example, I want to run a report of all NEW contact records (People) added since the last 30 day period.
Love the Web Visitors Beta. Can we export that data?
Can you make it so we can export that data. Org/ region/industry?
Merge contacts from 2 different pipedrive accounts
Is the best way to merge 2 accounts on pipedrive to export the information as a CSV on one account, then import that CSV file into the other one? I was hoping for a way to do this and map the duplicates in a way that was more organized than that. There are two ways to export data from Pipedrive. Exporting from the list…
Pop Up Reminders
Are we able to add pop up reminders on an action? E.g. if pressing 'export to excel' i'd like to remind the team to check something.
Uploading Contacts to Pipedrive
Hi, I am trying to upload contacts from an Excel spreadsheet into Pipedrive but I dont want it to create a deal at the same time. I only want new Person's created. Is that possible? I cant work it out.
Importación de Datos
Buena tarde, me podrían ayudar de que manera puedo subir mi historio de excel con las acciones y tratos incluidos sin tener desorden o duplicidad de datos. Gracias
Imported leads spreadsheet not found anywhere
Imported spreadsheet. Can't find leads in system. No skip files. I don't understand what happened
Using a VA for data input (failure?)
I hired a fiverr VA to input data directly into my 500 accounts. I have used him successfully in the past with Excel but I gave him temp password to skip that and go direct with data. He says he did this task but I am finding no new data in any account. Could there be a glitz using a VA from Pakistan? Is there a way to…
Hi Everyone, i want to know how to do a masive actualization of Deals, chainging the Funnels they ar
Hello, I try to clean my pipedrive and i w ould like to remove all my prospects that are not linked
Exporting/cleaning all prospects that are not active
Where is the Recurring Revenue data stored in Pipedrive?
Where is the Recurring Revenue data stored in Pipedrive?
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.

Import / Export Data

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