Import / Export Data

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…
[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…
Filters & Data Columns
Please can we add "Tick all" and "Untick all" when you are selecting which data fields you want to appear as columns when on list view or Contacts
Pipedrive and Google Sheets Integration (HIPAA Compliant)
I have a large amount of HIPAA sensitive data on Google Sheets. I want to integrate and automate relationships between the data on Google Sheets and the data I have in Pipedrive, but Zapier is not HIPAA compliant. Does anyone know of an alternative to Zapier for these needs? Or, has anyone found any creative work-arounds…
Refreshing/updating Organization data when importing spreadsheets
Hi team, This one is doing my head in. I work in an industry with about 15,000 individuals working mostly in small single person firms, there is a lot of movement between new and existing small organizations. Using spreadsheet importing doesn't work very well at all as when importing/updating the data changes in the…
How should I Export?
I have been using a pipedrive since May. The company has now created a pipedrive account with multiple users including myself. I would like to transfer all my deals, people, and organizations to this new pipedrive account. How would you suggest that I complete this transfer?
Excel to Pipedrive copy paste options?
Most of my data has been successfully imported. However, I have one more column of new excel data now with 200 dates that, if Pipedrive gave the option to, I could easily copy paste into the already created custom field. What external copy paste possibilities does Pipedrive offer, if any? Or is the only way to go through…
How to import contacts with marketing status
Dear all, I try to upload a batch of new contacts. This gives me the following UI view: However, this screen does not allow me to change the marketing status. So when I upload now I manually have to change the marketing status. Any feedback on how I can also import the marketing status?
Workflow automations not working for imported deals
I am setting up Pipedrive and testing everything out. I have created a number of workflow automations which are working correctly for manually added deals. However, when I import numerous deals the automations are not triggered. How can I get workflow automations to be triggered for imported deals?
Import a contact that is linked to an organization
Dear all, I have the following two import files. This one is an Excel the imports an organization During the import in PipeDrive, I link the field to the name, email, and tel in the organization tab. This one is an Excel that imports a person. During the import in PipeDrive, I link the field to the name, email, and tel in…
can i revert an update or changelog?
unfortunately last week we made a really bad mistake. we wanted to export the deals that entered the CRM on 1/1/2023 and after so we can add pieces of information on it. and then import it back. the problem is...when importing the deals we mistook Pipelines Mapping, so the thousands of deals entered ( by default ) the…
Data export - times in UTC
Hello, I'm exporting activity data in order to build timesheets for billing clients. What's frustrating is that even though the users have entered their activities in the local time zone, in the data export it's all in UTC time. I need the data to be in local time as different rates apply to day shift as opposed to night…
Error when trying to import leads
When I click on the button to import leads the following appears: The page you are trying to access does not exist. Do you know why that would be? I would like to upload a spreadsheet of new leads.
Migrate Data from One Custom Field to Another 🔄
https://pipedrive.hubs.vidyard.com/watch/MDUg2PWw2bSGEHX88c4rpk?Learn how to map data from one custom field to another using the universal identifier. This will require an export and import from Pipedrive - but don't worry, it's super easy! Just have a look in the video 🎥 🔔 Be sure to check out the full Learn from a…
Exporting all stage change dates
It would be a big improvement to be able to export all of the stage change dates for a deal, and not just the last stage change date. I would like to be able to calculate the times between specific stages and currently there is no way to do this. This is for open deals as well as for won/closed. Deal NAme - Stage Name -…
Is there a way to export all the activities/notes/emails of a deal?
We'd like to create complete dossiers per deal after completing one, saving it outside of PD. * All fields * What & when activities were done * What notes have been made * E-mail traffic * etc... Basically everything we've done to complete the deal should be possible to export as a whole. Somebody outside of our company…
How can I import "Related Organizations"?
We are just importing data to pipedrive to get the system ready and all "engines" running! Within 12.000 companies we have round about 100 organizations with parent or daughter organizations - some have multiple daughters. How can we import this information? I can't see an import field for "Related Organizations".
Download Smart contact Data in bulk
Hi Development Team! It would be amazing to be able to download the smart data contact information all at once to my laptop instead of adding manually one by one all the information to our contact info. This would save me a lot of time, and I'm sure I'm not the only one! Thanks a million!
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…
What's the best way to link contacts and organizations in a mass import?
Importing about 3000 people using an excel sheet. At the moment it's looking like I'm going to have to import organizations and contacts separately and then link them manually one-by-one. Any ideas on what could make this easier?
Early release 🚀 Deals + Products data available for Export 📦
Hi, I’m a PM at Pipedrive working on the Products feature, On Wednesday 2 Aug we will start releasing new functionality to export data on the products added to deals, so you can pass this information on for more detailed reporting, delivery or fulfilment. What will you get with this release? From the Export Data feature,…
Export Automation History
I've set up an automation that creates a note when the expected close date has changed. We want to track what deals are slipping. The next step for us is to be able to visualize this. How can we export a list of notes that only contain this information?

Import / Export Data

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