Import / Export Data

New: Insights List view export 📈
What is it? We are giving users the possibility to export list views for all report types by using the button here: What changed? We have now enabled the export for Leads, Campaigns and Email Performance in addition to other report types. When? Available now! You can learn all about exporting data from Insights in our…
View that blends Leads and Deals
Can a view be created that shows my leads and deals on the same page? I like to give my referral partners a weekly update, and I need to pull the data from both. Right now I have to export both and merge them in Excel.
Why oh why finding duplicates and merging them is so hard
I'm a big fan of PD and have been using it since 2016. During the years we have collected a vast amount of contacts with variable quality. Now we bought a service where we can search and download contacts both orgs and people. Idea is to get all of our records up to date. First I tried to import data via service providers…
Help needed :) Pipedrive to Pipedrive Import
Hello! We are trying to do a Pipedrive to Pipedrive Import using "export" and "import" with .csv. files. The thing is, there is activities inside the deal of the old Pipedrive. We want those activities to be linked to the same deals in the new Pipedrive account. Can anyone help? Thanks!
Will Pipedrive automation be triggered by a spreadsheet import?
I have about 500 leads and would like to apply the automation feature of Pipedrive to create deals then move it into a new stage but would need to import it to the Pipeline through a spreadsheet. Will that trigger the automation or only manually added deals can trigger it?
Insights generating unprofessional looking Excel Reports
When I export a Deal Report into Excel I really don't need the word 'Deal' in the Heading for each Column when the whole report is a 'Deal Report'. It's not formatted that way within the App and just looks stupid in a Spreadsheet and need manually editing each time the report in run. I do not need to know where the column…
Bulk Create Deals
Buolk create Deals or Leads from Contacts or Organisations. I had a client who has Organisations which need to be taken through a renewal pipeline - I had thought this feature existed but turns out you have to import Orgs as Deals in order to create bulk Deals with Orgs
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…
How can i delete useless information from my calander??? it wont let me delete anything
I did a merge, and its important a bunch of irrelevant data that is negating the usefullness of your system.. I can't seem to delete any of it.. and all research points to maybe I can not????? unless i delete my account and start again inputing it again mannually?? surely there has to be a way.. please help
Web-Visitors: Automatically add new visitors, or be able to export a list
Web-visitors is way too slow to do each new company that visits our website individually.
How to export Pipedrive data into different files separated by managers?
Hi there! I want to automatically export data from Pipedrive and create online files separated by sales managers. The data in those files should refresh daily. These files could be in the form of a Google Sheets or Excel online file. Does anyone know of any tools or solutions for this task? We have over 50 sales managers,…
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!
AAA-14779: Insights - WON/LOST Imported Deals to count for duration
I would like to be able to import historical data and have the deal duration be available to see in insights. Currently the imported data shows a 0 day deal duration even while assigning a creation date and a won time/deal close time.
How to view current customers products details in Organization view
My business specialize in selling office equipments such as MFP & printer devices + IT services. We currently have over 1500 customers (organizations) with over 3500 devices (products) that are either sold or on lease agreement and with an active service agreement. I was able to import under the « product » list in…
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.
How do I update existing Pipedrive Deals or Person with a survey
Hi, I have deals in my CRM, at a certain stage, I want to automatically send out a survey to collect additional data. Once the survey is completed (by e.g. google forms), I would like the data to feed the existing deal, or its associated person, with a note. Is there any way to do this in Pipedrive?
Campaigns : import contact without Name
I would like to use PipeDrive's Campaigns extension but I have several contacts who don't have names because they sign up via a form that only asks for the email address. No one asks for a Name and email to sign up for a newsletter, it's counterproductive. For this kind of import, the name field should not be mandatory.
How can I export the date of entry and evolution of a deal?
Hi Guys, I've been trying to find a way to export the information of the evolution date of a deal on Pipedrive. When I used the duration Insight the only info I get is the avarage period of each step but not when each specific deal entered on each step of the funnel. I can find the information on the changelog but I dont…
Date format on export
Hello, Periodically i export all my deals of Pipedrive to audit with my Salesforce database, while salesforce exports the date as Day-Month-Year format, Pipedrive only exports as american format, forcing me everytime to create formulas to convert the date format. Is there any option I've missed to choose a date format on…
Custom column names correspondance
Hello, I am importing my pipedrive data into a snowflake datawarehouse (using Stitch), and for the deals table, I get a huge number of custom columns (named like "A5D1A6F000D383C5AA91EBF7C8F55B53B77D0196"), and I don't find the corresponding name of those columns in the UI. Would you know where I can find this? Thanks a…
Upload data
Hi, when I upload data it automatically assigns activities to me and I just need to upload the data as leads...how do I do that?
Integration Analytics and Pipedrive
Hi all, I'm struggling for a while to import data from Google Analytics into existing Pipedrive deals. Tried tools such as #zapier and #fastbase, also added some #utm-tags to my Google Ads campaigns. Without results. I'd like to import the 'source / medium' and 'campaign' from conversions into Pipedrive, at the moment we…
Data Cleanse Best Practise
I have a 32k database in Pipedrive where we know the data quality is poor. I am using an external company to cleanse the data which wil be delivered as an Excel sheet. Question: How do I overlay the clean data onto Pipedrive without losing existing contacts that are already linked to Leads and Deals?
Issues with mailing address csv import
I am trying to import a csv of organizations with a mailing address field. After importing, the address field is blank for about half of the newly imported organizations. Why? Does the text need to be a perfect match with the text string in Google Maps? Some other reason? I manually added some of the failed addresses…
Export of emails?
Is there any way I can export emails that are on a company record? I have managed to export notes and activities relating to certain companies but cannot see any way to export the emails.
Export Insights Reports to JPEG/PNG or Powerpoint
It would be nice to be able to export the insights reports to an image, whether that is jpeg/png or even to a PowerPoint slide. I understand that these can be re-created by downloading the data to a spreadsheet and rebuilding, but that is a hassle and extra time that could be saved. While the sharable links to insights are…
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…
Exporting customer lifetime value
Hi there, I've love to be able to create a filter showing the lifetime value of contacts/organisations. What I'd like to do is show this value (highlighted) in a list view and be able to export to Excel. However, when I try and add it as a column, I can pull 'Won Deals' which is a count of the total deals that are won, but…
Add User export to CSV
We need a functionality to export the user information that you find in "Manage Users" to a CSV file
Export Lead Data to CSV/Excel
We use the campaigns function a lot, but we need to be able to export the open's and click's data that is pulled from the campaign for our records. i.e. we get 400 opens on an e-shot - we need to be able to export the name, number of opens, and email address, and time of open. All the data that shows up in the list when…

Import / Export Data

Discussion List