Import / Export Data

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?
Best way to manage DUPLICATES???
Hey, Pipedrivers I would like some suggestions here and also discuss the way some of you manage DUPLICATES. We have a client that created lots of duplicates, to be more exact 700+ only in one category! Now comes the tricky part, Merging them 🤯! Doing one by one is really a pain, and PD should develop a simpler way to…
Trouble importing email addresses into Person type
I am importing some leads from a CSV file. In the Mapping view, pipedrive wasn't able to identify the field is an email, so I mapped the Person→Email data field to that field. However, in the test import (where I see the first 3 rows), I don't see the email addresses getting imported. Does the input data need to be a…
Ability to send automated report (export to rest of team according to schedule)
Please can you set up the ability to export reports (i.e. Global Dashboard) according to a schedule to the rest of your team. Triple Whale does a good job of this. You choose the report, schedule/time, and recipients. You can then choose format. At the moment, I have to download the report as a pdf and send to the team…
Convert Organisations/ People into Deals
it seems strange that I need to bulk convert my data as excel and then import it. that is something that should be native to pipedrive does anyone else feel like that?
How can I import an excel in which organisations have multiple people?
How can I import an excel in which organisations have multiple people? For example organisation X has person 1, person 2 and person 3. How do I map this excel to import it? Right now I can only figure out how to map 1 person. But I cannot map the other people. Please help!
Import feature Intercom > Pipedrive
It would be great if we could import data Import from Intercom > Pipedrive in one-click with 2import.
How does Pipedrive determine duplicates during Import?
When importing person data, how does Pipedrive identify duplicates? I tried an import including Pipedrive Person ID, but it doesn't recognize ID as a field that can be imported (doesn't automatically map field and it doesn't list as an available field in the right-hand side...see screenshot). The use case was (1) extract…
How do I remove the sample data that loaded with initial start-up
It appears there is no "help" available from the dropdown. I thought my account at least had chat support. Any insight is appreciated. Thank you.
How Do You Import Phone Numbers and Flag Them as Mobile
I'm trying to import a database of contacts. I have one phone number for each contact. It's a mobile number. I'd like to flag that in the contact record so it looks like this:
Build data pipelines, dashboards, back up your Pipedrive Data with Coupler
Hey Pipedrive Community, I want to share a tool that's been a game-changer for me when it comes to building data pipelines, building advanced BI dashboards, creating periodical backups of Pipedrive data: Coupler.io. Coupler.io simplifies data integration, allowing you to effortlessly build pipelines between different SaaS…
Disconnect leads from column created during the migration from Salesforce
We just migrated from Salesforce to Pipedrive using the Import2 plugin. We now have 2 stage columns imported from Salesforce: Closed Lost Closed Won In the PD pipeline, they are empty as the Deals in them are Lost/Won, so they disappear from the pipeline. We would like to get rid of those 2 kanban columns that are useless…
How to assign tasks to leads in bulk?
I want to assign tasks/activities for my sales team. I have lets say 100 leads, all of which that need to be called this week. How can I assign a "Call this lead," type of task or activity to these 100 leads without going one at a time.
Data Clear up
Hello Pipedrive, Situation: I want to clear up test data from Pipedrive Question: Is there a way that I can clear up a Lead (and associated Organisation, and Contact), all in one go? From Pipedrive interface? Currently: I am doing it all the slow and long way, separately. Many thanks, Lee
Include lead value ($) in mapping of data import
When importing leads from a spreadsheet, we currently do not have the option to map the lead value. If we map the lead vale to deal value, it creates both a lead and a deal in Pipedrive at the same time. Adding the ability to map the lead value when importing data would be very simple and save manually adding each lead…
Export list for all automations (active/inactive) with owner information
We can transfer ownership for automations so the new owner is able to configure the automation – including editing and activation. It would be helpful if we can export list for all automations (active/inactive) with owner information for review and keep track the record.
Importing Multiple Options Field
I recently added a new multiple options field on people to be able to track specific types of information so we can segment individuals in various overlapping ways (e.g. lives in DC, works for a nonprofit). I don't know when this new field type was added, but I'm really excited about it! However, I'm not sure if it is…
Group Filters like Group Fields
I have various reports that are pulled from both the insights tab and the deals column/list view. It would be convenient to group similar filters as you can with the data fields. That way, it's easier to find similar reports to export and send across other workstreams.
[Closed] Looking for feedback: Importing data into Pipedrive (26.01)
[Update: 26.01] - We have all our slots booked for the sessions today. Thank you! 🙏 --- Dear Pipedrivers! We are looking to make import easy for our users! So if you’ve faced challenges in the past and would like to give us feedback, we’d love to hear it. We also have a design prototype that we’d like to get your thoughts…
Searching for LinkedIN SN Bulk Import Tool
I am looking for a tool to bulk import Sales Navigator lead lists into Pipedrive with custom fields such as LinkedIN profile URL. In the past, we had used Snov.io, but ran into increasing technical problems, losing 10%-90% of leads on the Sales Navigator list. Does anyone use a well-functioning solution? Thanks for any…
How do I import organisation addresses into Pipedrive so only the address fields get updated?
I have a spreadsheet with a bunch of organisations' address fields - these organisations already exist in our pipedrive account but I need to update them with the address fields contained in the excel sheet. How do I do this please without duplicating the organisations?
Trigger automations when importing
I swear this was a feature before. But I had not been importing contacts a bunch before. Now I am doing pretty good sized imports after events, and I need them to trigger an automation I have set up for a specific deal... and it seems imported contacts does not trigger automation??? I am dumbfounded this is even a thing I…

Import / Export Data

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