Import / Export Data

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…
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?
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?
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.
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…
Importing to a specific pipeline?
Hello, We have multiple pipelines setup but when try to import into a specific pipeline it uploads to another pipeline? For example: We have pipeline A, B, C and D. Wish to upload to pipeline C; go into pipeline C, select import, run through the deal fields but the data always imports to pipeline A. Checked the online help…
Is it possible to export data from the campaign or create tasks automatically?
After finishing a campaign I would like to create a list for my team of all people that opened/clicked on the email. Is there a possibility in Pipedrive at the moment?
Is there a way to export the latest entry in the Notes field of every deal? Thanks for your help!
Is there a way to export the latest entry in the Notes field of every deal? Thanks for your help!
Export of "Notes" field
Hello all, Could you please advise me how to export "Notes" field in Pipedrive. Among the fields available in the list view I can't find this field. Thanks
How to export People (contact name, info) and Organization (name, custom fields) in one report?
Does anyone have a workaround for this particular Pipedrive limitation? I have been asked to export a spreadsheet that includes Organization data and People/Contacts data for those organizations. After attempting this previously and resorting to a very time-consuming reconciliation of data after exporting each dataset…
Is there anyway of uploading an existing database into pipedrive?
Advice for exporting revenues details
How can we export in an excel the subscriptions and additional payments' revenues and dates from inside each business?
🔴 LIVE WEBINAR "How to Import your Data", with our Support Team every Tuesday and Thursday
📌 Register here to join our event! How to get your data in your Pipedrive account; get a live demonstration and Q&A from the support agents' experts. You’re invited to join our live webinar about Import! During the session, our team will showcase to you the product, explaining in detail how it works, and much more. You’ll…
Import d'Organisation sans Personne liée
Bonjour, Je n'arrive plus a importer, via un fichier Excel, d'Organisations Personne liée. Lorsque j'importe des Organisations, celles qui n'ont pas de Personne liée ne sont pas importées alors que les autres le sont bien. Cela fonctionnait avant mais plus maintenant !!!
Import Deals Feature
I am trying to run the data in pipedrive by importing excel files of deals every morning from our admin panel. The only unique deal identifier is the pipedrive system id. It doesnt take our username or user number as a unique identifier. I also cant import our user number as the pipedrive system id. This prohibits me from…
Export Insight Reports to PDF
I know that it's not currently possible to export reports to a PDF file with graph images, but is something that's currently being looked into for future implementation? It'd save my team a lot of time, as we currently have to use the snipping tool to manually cut and paste graph images/data into various documents for…
Download report summary
Hi, Why isn't it possible to download the summary of a report? All the information I need is there, but i can't download it so i can send it to someone else or filter. In the main "Deals" view of the table (that I CAN download), I instead can't choose to show the products, which is what the report is about. I'm guessing…
Custom Tender number mapped to Deal ID during data import?
Hi A business I work with is just getting setup on Pipedrive, and wants to import existing deals from a tender register spreadsheet. Each tender they've submitted in the past is captured in this excel sheet, and has a unique number. This number is a simple, sequential number, i.e. if the last tender submitted had tender…
How to import companies/Leads without contacts
Hello Folks, I have a list of companies to contact, but not the details of the contact persons for all the companies. I would like to import that data in order to contact the companies and go further from there. But when importing the file without contact persons are not imported. Is there a work around on this?
Planned: more features in Leads Inbox 📥
As we continue to fine-tune and expand Leads Inbox's capacities (see this post), there are still things up our sleeve that we want to bring you over the course of the following months, such as... * Custom fields * Selectable columns * Bulk actions * Exporting Leads * Email integration * Calling integration * Leads in the…
I'm trying to update a custom lead field type (from multi to single dropdown) and can't figure it ou
The problem is that when I follow the method of updating a custom field, when I import from the spreadsheet, it creates a new lead record (vs. just adding to the existing lead record because (I think) there is no lead ID (only organization and person ID. I'm wondering if anyone has any ideas on how to make this work…
Organization type fields have been mapped but the required field is missing. To continue import, map
I am trying to export data, but when clicking the three dots on the top right of the screen, it is n
I am trying to export data, but when clicking the three dots on the top right of the screen, it is not an option to export data (which this article - https://support.pipedrive.com/en/article/exporting-data-from-pipedrive - explains how to do). Do I need privileges added to do so? There are two ways to export data from…

Import / Export Data

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