Import / Export Data

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…
How to export lost deals
Dear all, I have the following view that shows a list of my leads. I would now like to export this list with a notion of whether the deal is lost or not (red mark). Any thoughts on how I can achieve this? kr, Marc
What does '(Subscription) HTTP request is not valid' error mean during an import
What does '(Subscription) HTTP request is not valid' error mean during a bulk data import
Import lead labels
Currently it's not possible to import labels when importing leads. We have some automations running based on labels, it would be useful that we can import them directly.
How to export lost deals
Dear all, I have the following view that shows a list of my leads. I would now like to export this list with a notion of whether the deal is lost or not (red mark). Any thoughts on how I can achieve this? kr, Marc
ZoomInfo imports to Pipedrive (integrated process)
Hi Team, I often use our ZoomInfo (ZI) platform to identify our business leads. This tool is integrated with Pipedrive (PD), exports my contacts to our PD account. However, once I select the export from ZI system to PD, I am not sure where they are held for further details to add. Help please.
Duplication Rule on Email is Broken
The default duplication rule on contacts (name + any of primary email, phone number or organization) does not really work for us, since we regularly update contacts from their submissions of registration forms. And people misspell their names surprisingly often. They rarely misspell their email addresses though, because…
Keap to Pipedrive - Tags for email automations how to?
Hello, we are commiting to migrating from KEAP to Pipedrive but our biggest stumbling block is how to transfer over all of our Keap tags that we use to trigger automated email journeys etc into PipeDrive. What is the best solution here and would they be classed as labels in PD? I have failed using CSV and also some sample…
When Bulk Importing New People, option to SKIP existing entries
Currently when we attempt to bulk import, Pipedrive gives the option to Merge or Create a duplicate entry if the person already exists in the system. I would like the option to simply SKIP importing the person if they already exist. Pretty please? Thank you!
Is there a reason CSV exports from Insights don't match selected fields?
I'm trying to export lost deals to summarize differently than in the dashboard. I've selected fields like "Lost Time" and they're visible in the dashboard. When I export to CSV those fields disappear and I get other fields I didn't ask for. Why?? So painful.
Pipedrive Datawarehouse
Is there a good tool that can load the Pipedrive data into our data warehouse? We are currently using Stitchdata and the integration for Pipedrive from Singer, but it doesn't work well with the deals products yet. However, once products are removed from a deal, they are not removed from the data warehouse or marked as…
Is there a way to export the summary part of the report table?
I can only get the export option when the "Deals" tab is active, however there are some scenarios where it would be helpful to export the "Summary" tab contents to a spreadsheet.
Trigger automations on import
It's ridiculous that automations can't be triggered on import. Deals can be created on import. But "Deal Created" triggered automations can't be triggered by a deal that is created by an import. The same goes for contacts. I can create or update a contact on import but then I have to take additional steps to trigger…
New: Update to exporting email addresses and phone numbers
Hey Pipedrivers! Here’s a small but important update to exporting contact data. What: When exporting multiple contact phone numbers and email addresses, they will be collected in separate columns instead of one column. Therefore, you no longer need to use a spreadsheet split text function to do this. When: Available now…
Dowloading the contents in won & closed deals
Will Pipedrive be providing the ability for Won and Closed Deals to be downloaded along with the contents (emails, notes, documents, contacts, etc.) within the deal?
What are these errors in products import?
Hello, I tried to import my list of products but I got two errors in part of the list. I was able to import 700/1080. Do you know what do they mean and how can I solve them? 1 - Product not found. 2 - (Product) Update product is not allowed for deleted products. Thank you, Rita Pereira
Contact Export - Column for each phone type (Work, Mobile, Etc)
Currently the export just shows multiple phone numbers for a single contact in the same column with commas between. There is no way to see if it's a "Work" or a "Mobile" number. It would be ideal to have a column for each phone number type. That means you can not import multiple phone numbers from a spreadsheet and have…
How to make all (relevant) data fields are visible within a deal
Dear all, I have created the following datafield as custom fields I now would like to show all of them in a deal. That's why I marked "Lead/deal add view" with the relevant fields: However, when I click on a deal I still see this (so only a fraction of the data fields). Any thoughts on what I should change to get to see…
Action needed: Save your durations data
Did you also receive this email? Pipedrive is currently making changes to the product duration feature. If you've been using this feature (for example, with monthly subscriptions or multi-year contracts), you'll need to transfer your data by June 11th, otherwise, it will be lost. Pipedrive recommends two methods for this:…
Importing Leads CVS - Organization Problem
Dear Pipedrive Community, When I import new points of contact and leads into Pipedrive, it is creating new organizations. I then have, for example, four new "proctor & gamble" companies, when I only want to create new deals and points of contact with their email, number etc. under the existing organization? How can we…
Import error - Page not found
The website is throwing an error after I click the import button in any of the pages where an import is available. I have all the required permissions and i have also cleared cache, history and other browser related data.
3rd party creating an API into our Pipedrive has 2 questions I can't answer, please help!!
Hi, A third party setting up an API to push records to us has asked me for two things which I can't find where to get. He has asked me the following: A) I don’t see the posting url, in other words the endpoint where we post leads - Where can I obtain that info please? B) Regarding the parameters, or variables, for each…
Workflow automation not working when importing leads
Hi, all. I stumbled upon this shortcoming with lead import functionality not triggering any workflow automations. Perhaps someone has found a workaround? When importing leads in bulk (import data function), no Workflow automation gets triggered. I was informed by PD support that due to some shortcomings in the…
Data export, clean and re-import
I'm attempting to export our organisation data, around 15,000 accounts. Update and clean by matching to an external database and re-import. I'm hoping that the import will essentially update the organisations, having filled in some of the missing data. Using the org ID is important so that any new data is matched. How will…
exporting detailed lists
to get a list of any one who works at a university that has either bought from us before or sent in an inquiry. I’m trying to include their title, email, university name and phone number, how do i do this
Purchase orders Automation, Instant PDF -> Pipedrive importing. Has anyone tried yet?
Has anyone tested OCRs or some other PDF readers, that would automatically import your PDF POs into ERP/CRM? Trying to get this part of business automated and use less time-consuming human work. How many orders a day do you receive? At what stage do you think OCR becomes worth it?

Import / Export Data

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