Import / Export Data

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…
ACTIVE CAMPAING X PIPEDRIVE IMPORTAÇÃO EXPORTAÇÃO
ActiveCamping . Posso importar para Pipedrive? Sim pode, crie os mesmos campos no PipeDrive e faça a conexção em Importar / ferramenta. Caso algum campo não venha ou vc esqueça de ter trazido, peque esse dado e coloque no excel, o PipeDrive vai identificar no momento de importar e vc faz o link Nomo <-----> Nome por…
Transfer deals from one account to another
Hi there, Is there a way I can transfer all my deals in one pipeline to another pipedrive account? Thanks for your help

Import / Export Data

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