Import / Export Data

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.
Importing system field counts
Hi, I have done an export of organisation data, made changes and am now importing. I am not sure how to re-import the system fields that have 'counts' attached to them as there isn't any available fields to select (see below - closed deals and open deals). Will these field automatically regenerate the data? Or do I need to…
How to avoid duplicates when bulk-importing additional notes.
I tried to import notes from a spreadsheet, related to existing contacts, and used their e-mail as reference. Still all persons were duplicated in a new 'page' with e-mail and new note only. What do I do wrong?
Import : Bring Your Own Geocode Data Option
Significant problems exist importing data since addresses are always automatically checked agains google geocode data for validation. This feature is great when entering records manually. But during import can cause some major problems. I have a spreadsheet of organization records fully filled out with proper addresses.…
Import option to merge just organization, just people, or both
Currently the only two options are to merge records or not merge records during import which applied to both organization and people records combined. Suggestion is to allow for choosing to merge just organization, just people, or both.
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?
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
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
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,…
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.

Import / Export Data

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