Import / Export Data

Feature-Anforderung Daten-Export: Firmen und alle gekauften Produkte / Artikel
Hi! Hier ist eine Feature-Anforderung für Daten-Exporte. Ich benötige eine Liste von Unternehmen und jedem einzelnen Produkt, dass sie gekauft haben. Jeder Kauf muss einzeln nachvollziehbar sein, inklusive Preis, Datum und Menge. Diese detaillierten Informationen sind wichtig für die Auswertung des Kaufverhaltens und die…
Deals List - Export Data
I am not seeing a way to add a column for "Parent Organization" to my deals list. Does anyone know if this is possible? It would be extremely valuable to my business if we could export a deals list with the option of seeing parent organizations information. I don't think this would be that difficult of an option to add to…
How to import 2 emails address for the same contact?
Hello, Do you know how to import 2 emails address for the same contact without using API ? I tried to import by using the Pipedrive Person ID but it doesn't word Thanks for your help
파이프드라이브 가이드: 사용자 지정 필드로 필터 검색하여 엑셀로 내려받기
질문: 사용자 지정 필드를 포함한 인사이트 리포트 생성하는 대신, 해당 거래만 엑셀로 내려받기 하려면 어떻게 하나요. 답변 사용자 지정 필드에 접근하는 인사이트 리포트는 프로페셔널 플랜에서만 가능합니다. (이 문서 참고하세요.) 프로페셔널 플랜으로 업그레이드 하는 대신, 사용자 지정 필드값에 따라 거래를 필터링해서 엑셀 파일로 내려받으려면 다음과 같이 진행하세요. * 원하는 필터 생성 * 해당 필터를 파이프드라이브 '목록 뷰'에서 실행 * 필터 결과를 엑셀 파일로 내보내기 상세예시 예를 들어. 'membership' 이라는 사용자 지정 필드를 생성하여 다음과 같은 값중…
Old customer is back with all data export, but how can I tell him to import this data?
Greetings, I have a client who decided to stop Pipedrive subscription about six months ago. But he exported all the data as shown in the screenshot. Then he had six excel files for these items: * deals * organizations * people * products * activities * notes Now he wants to get back to Pipedrive, and he's very excited to…
When importing data, how do you link products to each deals?
Hello, pipedrive users I'd like to ask about matching products to each deals when user import data. I added column 'product name' to the spreadsheet, but these product names were added as new products and were not linked to each deals. Does anyone know how to solve this problem? If it doesn't work out, are you all inputing…
New: Leads Inbox update - Export Leads 💾
What? We are in the process of releasing the export functionality for the Leads Inbox, which has been a very popular feature request. For whom? All users with access to Leads and export permissions. When? Gradually rolling out to all companies in the coming weeks 🔔 Be sure to follow What’s New? to get notified about all…
Exporting emails linked to customers and deals
How do I go about exporting all the emails (and included attachments) that were bcc'd into Pipedrive and attached to the client's activity history?
Can I import a data spreadsheet and assign user to the contacts?
I'm uploading a spreadsheet and I'm adding activities but I would like. to assign all these activities to one user, and not the user who is importing the data. is it possible?
Names of variables in export are difficult for auromation and data analysis
I recently did a lot of heavy data analysis and data cleaning from pipedrive and it became extremely difficult to handle the names when using exported xlsx in different programs. “Organisation - variable” is a bit unlucky as the standarsd is using variable names without spaces - i.e. “Organisation.variable” or…
Importing contact issue
I am trying to import a contact list but when I select the '...' on the left hand side there is only the option to export. How can I change this?
Contacts Import issue
I am trying to import a contact list but when I select the '...' on the left hand side there is only the option to export. How can I change this?
Counting number of files per deal
Hello - hopefully this question is clear. I am trying to get a count of # of attached files per deal. Is there a way to view this in Pipedrive? (i.e. Deal 123 has 3 attached files) Thank you!
Report of Deal Products?
Hi We would need to separate our Deal values in, mostly, fixed retainers and sales commissions. I'm trying to implement Deal Products to handle this, see print screen. BUT, are there any ways to view/export this data? Eg, i would like to see all our Deals' commission value (not only the total Deal value). My preferred…
How to export data to Excel?
Hey all-I'm trying to export a filtered list view of sales leads to Excel, but I'm not seeing anywhere that it has this function. Where is it? Is this only available to administrators?
Need to delete a list of deals accidentally created
I have upload contact data from a spreadsheet and for some reason this created a list of Deals for each of these Contacts which is annoying! How do I go about deleting these 286 DEALS please?
I have imported an Excel file in Pipedrive, but I have made a little mistake. Under "Name" I have pu
I have imported an Excel file in Pipedrive, but I have made a little mistake. Under "Name" I have put the supplier name instead of the contact name and after uploading I can't find the "First name" + "Last name" anymore. Can someone give me some advice?
Data integration tool
Hello Pipedrive community! I am looking for the best Data Integration tool . Do you have any advice on which are the best to use with Pipedrive? Thanks so much!
Help - Bulk data movement
Hi, I have imported data and it's sat in the contacts tab down the side of my screen, but I want to bulk move it into a pipeline for one of the sales team. What is the quickest and most effective way to do this please?
❗🎥 In Case You Missed It - Here's April's Update!
https://pipedrive.hubs.vidyard.com/watch/1xRfKi9hSwxsP7kAAYzwQ6?In case you missed it - Pipedrive has made a load of improvements to Leads. Not only can you send emails directly from the Leads Inbox, but you can control visibility of your leads for you or your teams, attach multiple notes, and import custom fields. 🔎 Want…
Import: Deal-Product Association?
Hi everyone. I am looking for a way to associate (finished) deals with (closed) products when importing contact/deal-data. If I add a Product Code or Product Name to each line, the import will just create duplicate product items, but not associate a deal with it. Any suggestions?
Bulk update columns with value of another column
Hi. I am very new to Pipedrive and our team has (4 days ago) made a migration from Salesforce. We created a column to capture the original Deal Date and now we want to update the default "Deal Created" date in Pipedrive with the value from the column we created for the input. What is the best, fastest, and most secure way…
Automated Backup
We currently export our "Deal", "Orgs/People" and "Activities" to an Excel export at the end of every day....and although this does not take a lot of time, I was wondering if this is able to be automated so we do not forget? This automated Backup would be great if done locally, but also helpful if we could specify to save…
We just acquired another company who uses pipedrive as well. How can I import their existing pipeli
New: Insights can now export all report fields at once 📊 🧾
Another great step forward on Insights: you can now export you report's data into a spreadsheet all in one go. For whom? All plans. How does it work? * for Deals and Activities reports * select and unselect the fields you want * click Export If you can't see the Export button, clearing the cache and cookies in your browser…
Best Practice with Suffixes
Hello all, I am migrating a large set of data to Pipedrive and, ideally, would like to map suffixes to their own field rather than include them with their respective name. This will ease future reconciliations and mitigate the possibility of dupes being created. My only concern with creating a custom field is the possibly…
Empty pipeline
Dear amazing ladies and gentlemen, I'm totally new to pipedrive. I'm a sales rep and my company added me to their account. My pipeline is still empty though. Question: Why is that? And do I NEED to complete the entire setup before to import the leads? A big thank you in advance. Roberto
Exportieren von Deals mit allen Aktivitäten/Posts/etc.
Hallo, ich habe unter meinem Haupt-Account begonnen, Kontakt zu Lieferanten einzulegen. Dies seit einigen Monaten. Nun ist aus dem kleinen Projekt eine eigene Firma entstanden, natürlich mit eigenem Account bei Pipedrive. Hier gibt es jetzt auch neue Mitarbeiter, die nur diese Kontakte, nicht aber andere sehen sollen. Gibt…

Import / Export Data

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