Import / Export Data

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…
Account Based Marketing & Sales
Looking for a partner who has successfully implemented ABM in Pipedrive. Reviewing the Tech Stack required to execute on activities and manage objectives for: * Sales Activities including Account Management, Call Plan Management, Opportunity Management, list creation and a few others. * Sale objectives for Management…
Cleaning Imported Data
We recently moved to Pipedrive from another CRM. We imported our historical data and are wanting to clean it up or otherwise filter the "older" data so as to get our more current reporting accurate. For example, all of the Deals were created on the date of import, and thus the Deal Duration is miscalculating. Is there a…
Import related organization and mass edit
Hello there, The option "related organization" with "related", "parent" and "subsidiary" is a realy good idea. But it could be even better if we could mass edit them and/or import them like customs fields.
Advice on Importing leads
I am importing leads via data import and whilst some leads have an activity due date, others do not. When I import the spreadsheet, any lead that had an empty activity due date field, is automatically given today's date as the next activity. Is there any way to stop this? Second question, I would like to automate the…
Issues import database
@Inês Batata Hello! I have some issues when I import the database. Automatically the deal title takes it from the organization name. Although I select to take the lead title. I tried removing the organization name but some is accepted and others skipped. Can anybody help me?
Free LinkedIn to Pipedrive Importer
Here's some exciting news for you! Klenty has released a free LinkedIn to Pipedrive Importer- LinkPort exclusively for Pipedrive users. With LinkPort, all your LinkedIn contacts are just one-click away to enter the CRM. All you need to do is download the LinkPort Chrome extension, update fields like Contact name,…
파이프드라이브 가이드: 시스템 ID를 이용해 대량의 데이터 편집하기
질문: 대량의 데이터를 편집해야 하는데, Bulk Editing 이외에 다른 방법이 없을까요? 답변: 파이프드라이브의 시스템 ID를 통해 대량의 데이터를 손쉽게 편집할 수 있습니다. 활용 방법: * 파이프드라이브 시스템 ID란?* 파이프드라이브의 모든 데이터에는 각각의 고유한 ID가 존재합니다. * 데이터별 ID는 파이프드라이브 URL에서 확인하실 수 있습니다. * 거래 목록 보기에서도 파이프드라이브 시스템 ID를 확인하실 수 있습니다. * 시스템 ID를 가진 데이터* 거래 / 인명 / 조직 / 활동 / 상품 시스템 ID를 이용한 데이터 업데이트 프로세스 1. 업데이트할…
How to Export Cold Leads to a CSV file
I'd like to export cold leads prospects to a CSV file so I can import contacts in JustCall. Is that possible and how can I export it?
Export Deal - Person Details missing
When i export a deal to an excel it used to include the phone number and email address of the primary person attached to the deal. For some reason this no longer happens and only the name comes through. Can it please be changed back asap? We use the information in other spread sheets to generate documents we use, so our…
Organizations table to CSV the way it was previously being done?
Hi, We have been exporting a CSV file from Pipedrive for around 4 years, but something has changed on Pipedrive which is preventing us from retrieving that CSV. Could someone tell me how I can make the new PipeDrive export with the Organizations table? Thanks,
Filtering Deal Participants
Hi All, is it possible to export contact details by filtering Deal Participants? Anticipating that this is not possible, does anyone have a workaround? Thanks, Thomas
Leads Inbox improvements for users in all plans! 📥
From now on, all new leads have to be linked to a contact (either an existing one or a new one is automatically created), similar to how all deals have to be linked to a contact. 🤔 Why the change? * You can now add a Lead from an existing Contact and track the contact history * Importing Leads with your Contacts? They will…
Pipedrive API for reporting
Greetings everyone :) We want to use data from Pipedrive for our internal dashboard. Unfortunately we ran into an issue and I really really hope it is our own fault... We want to extract the following data: * Deals + according products * Organizations + according products But we cannot figure out how to do that. We can…
Button to export with Pipedrive System ID after import.
Hello, Pipedrive change organizations name (sometimes delete parenthesis and word between them). So when I import a file and export after that those same organization, I cannot find them with a VLOOKUP, because some names change. It could be very helpfull if we could have a button export in the import review, we could win…
Problem with automatic field mapping for excel data imports
Hey there, I regularly have to update deal information or create new deals via an excel spreadsheet and the data import function. When I start the upload wizard, Pipedrive automatically maps most of the fields to the correct pipedrive data field. However, I struggle to get Pipedrive to map the "Pipedrive System ID (Deal)"…
Bonjour, Comment faire pour importer les organisations apparentées ? J'ai tout importé impeccable ma
How to download pipeline with custom fields, which allows me to filter the piepline based on certain
How to download pipeline with custom fields, which allows me to filter the piepline based on certain custom field ?

Import / Export Data

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