Import / Export Data

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.
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?

Import / Export Data

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