Import / Export Data

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…
Can you please add the ability to Child / Parent / Sister Organization relationships via CSV Data Up
Can't believe this isn't possible and seems like it would be a critical feature for anyone selling to SMBs
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 from Spreadsheet: Adding values to multi option fields instead of replacing them
We are regularly doing webinars and sending out postal mailings to our customers and leads. For that, we have custom multi option fields so we can label who took part in an event or received a mailing. The problem is, once I import an Excel list that says, person A received Mailing XY, then the previous value of the field…
Manage country for Contacts as a code not as a text
In Pipedrive, "Country of address" is a kind of magic field that is filled automatically by Google when your type the address or when you import contacts. If you use Pipedrive with the UI in French, the country field is filled in French. If your UI is in english, the field is filled in English. So you have some contacts…
Import a Person Custom Field
Hi, I have created a custom field in my deal with the names of the referees. I created this field to be a Person type field. Now, I want to update this deal referee field with an import via spreadsheet but even with the same name as in the pipedrive system, the system is creating a new person. I want Pipedrive to use the…
Product Questions - Import and Pricing Variations
Good afternoon, We are attempting to start loading in products to our new pipedrive instance. I have 2 questions about products and how to set them up. Pricing Setup We are in the insurance industry and have products that have multiple "levels" (called benefit levels). When setting up a product, It appears I only have the…
How to Import & continusouly synchronize list of product from website?
Hello Pipedrive Experts, We are a real estate agency and I am looking for process how to regulary updtate/synchronize Pipedrive products from our wordpress website (https://worldluxuryrealty.com) I.e. we are creating new products / i.e. listings / directly on our website and also regulary updating existing one - price…
Automatic Attachment of Products to Deals when Importing from Excel
The ability to automatically attach products to deals when creating them via an Excel import would greatly improve the data import process. This would help users save time, improve data integrity and streamline the process of setting up deals, especially when dealing with a large number of products.
Import/export chatbot configuration
A way to backup the chatbot configuration into a json or other format. Some chatbots can become really extensive and complex, and a way to store that information offline is welcome. A similar import feature can be handy to not only revert unwanted changes, but also keep the bot up-to-date, without the need of constant…
Bulk Edit Parent Organization
Hello! I've been looking around but I haven't been able to find a way to bulk edit organizations from a "parent:child" perspective. Is this still not available? I'm new here, and the previous threads I've seen didn't have any recent updates, so I thought I'd ask. If this can be set during the data import process, I'm open…
How can you automatically export data (deals, activities) out of Pipedrive at regular intervals? I w
How can you automatically export data (deals, activities) out of Pipedrive at regular intervals? I would like to have an app that mimics the manual Export Data functionality at regular intervals, and writes that to a Google Drive in a CSV format. Flatly.io came really close, but it uses system field names as column names.

Import / Export Data

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