Import / Export Data

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…
Renewal dates being set to 2001 automatically when importing spreadsheets
I am having a couple of issues with importing spreadsheets from Excel. The biggest one being that it is taking my information about renewal dates and automatically change them to renewing in 2001. I have put the full date in on the excel side of things and I have also confirmed the format of the date during the import…
How to deal with Sales Force Leads and stages in Pipe Drive
Hi, I want to move my SalesForce data to pipedrive and am now uncertain what to do with the leads. * Do I put them in Pipedrive leads and give them a customized label named as the former lead stage in SalesForce. Might be stupid, if I cant add labels automatically with the import? * Should I build an extra Pipeline for the…
Importing E-Mails from previous CRM-System
Hi, we are importing E-Mails from our previous system into Pipedrive. We have all Mails with relevant Data in a XLS-Table. How would you import them? Any experiences or ideas? * As Mail: is not possible to import "Mails" * As Note: with the drawback of only linking a maximum of one person to the note. * As Appointment with…
Trying to bulk import Leads
Hi there, I am trying to bulk import 500 leads from a spreadsheet however each time I try this, the data is posted to 'Contacts' rather than 'Leads'. Is there a way to move this data to 'Leads' or import it again so it shows in the correct area. For information, I have used the import function on both the setting menu and…
Insight Reports - Export Option?
First off it's great that we can export reports from insights into excel/csv, but it's clunky. You have to click into each item on a graph to be able to get info and export it from there. There's a table right below the graphs that literally has ALL OF THIS INFO already organized but that can't be exported for some reason.…
Scheduled export of filtered data, is it possible?
Hi there, I am trying to create a scheduled export of filtered data from PD. Is this possible from within PD? I also work with zapier on inputting data to PD but not sure if the export from PD will work that way. Any thoughts greatly appreciated. Cheers D
Export list of Main contact / Deal
Hi everyone. Sorry to bother, but I was unable to find an answer in the tutorials. I would like to know if it is possible to export a list of all the main contacts ("person") of each deal, including their details. Thanks a lot in advance Jeremy
Exporting data
Hi all - how does one export details of Won Oppty's including the payment schedule of each? PipeDrive seems to be very limited in export capability... thoughts?
Import Data
I'm trying to upload an Excel file, but I'm getting the following message for a skip reason. (Person) Unknown method. Does anyone have any ideas on what would cause this error? JD
Import / Migrate from unsupported other CRM (Daylite)
Hello, we are considering migrating from Marketcircle Daylite to Pipedrive. However, Daylite seems to be only rarely used and no migration services support this software. As I am/we are proficient in IT/Data topics, our plan would be to do the migration just in-house. Daylite provides full CSV exports for all data objects…
K12
Are there any organizations here that are in the K12 Vertical space? I would love to see how you are working around uploading District/Schools and how you map them.
Does anyone have an automatic process set up to maintain a List of Organizations from Pipedrive in S
For reasons not worth going into here, we need to keep our list of customers that is maintained and updated in Pipedrive also available for browsing in a List in SharePoint Online. Please help!
Importando do Excel
Estou usando o Excel para fazer os cálculos que o Pipedrive infelizmente ainda não faz. Mas mesmo exportando os dados do Pipedrive e depois importando tenho que manualmente identificar os campos Deal - ID bem como o Deal - Title. Alguém sabe como me ajudar? Muito obrigado
Importando do Excel
Estou usando o Excel para fazer os cálculos que o Pipedrive infelizmente ainda não faz. Mas mesmo exportando os dados do Pipedrive e depois importando tenho que manualmente identificar os campos Deal - ID bem como o Deal - Title. Alguém sabe como me ajudar? Muito obrigado
Sync or export leads to e.g. Mailchimp
Hi, I like the new leads feature a lot. However, I am missing a feature that's essential for us: We sync/export our pipedrive with our E-Mail marketing tool mailchimp, using the native pipdedrive - mailchimp integration (export). While this works seemlessly with Deals, I unfortunately didn't find any option to also export…
Export files from Pipedrive
Hello Pipedrive Community, I'm working on a migration for a client and I'm looking for a way to export files from Pipedrive, even via API it will be great. Thanks a lot FX
Problems importing Deals from Excel
The problem is that Pipedrive does not recognize the comma sign as a decimal point consistently. In some cases, it works in others it does not. I also reversed the formatting and put in place the dot in the decimal place. The inconsistency remains. When I import the number 0.943 the Pipedrive assumes 943.
New: Exporting Reports from Insights is live for all plans! 📊 ➡️ 📋
It's finally here: you can now export your reports from the Insights list view to CSV and XLS format. Available on all plans. See how here: Exporting data from Insights. 🧑‍🏫 Learn all about Insights from our Knowledge Base tutorials and our Academy video courses. 🌟 Follow What’s New and don’t miss any new releases. 🔮…
is pipedrive support unique text custom field ?
I want to add subdomain in organisation which is unique for every organisation, can it be possible ?
姓名を日本表示にできますか？
初めての投稿となります。本日よりpipedriveを使用し、HubSpotのデータをインポートしました。 pipedriveの表示が、海外仕様で名姓表示になっていますが、これを姓名の順に日本表示することは可能でしょうか？
How do I delete all imports to start fresh?
How do I delete all imports to start fresh?
Import data: multiple choice fields
My request for change „ There should be a choice: import with multiple choice fields => add or overwrite“. Actually it is always an overwrite.
Post importing data, I don't see my data in leads.
Post importing data, I don't see my data in leads.
Exporting Deal Data
Is there the ability to export all detail view data within a deal? When I export a deal I want to include the organization fields and it looks like that data isn't exporting.
Use of organization/company URL/domain to prevent duplication. Pipedrive currently uses the organiz
Use of organization/company URL/domain to prevent duplication. Pipedrive currently uses the organization address to detect duplicates. This is a challenge and I would like to ask that PD expand the duplication feature by also allowing for org names + domain name to used to detect duplicated. We have names of prospects,…
Filter task A is done, task B not done (ever)
Does anyone know how to exclude a particular task type from filter results? For example, how would I export all deals that have had a phone call, but not an email? The following seems logical to me, but fails to exclude deals that have had an email...
파이프드라이브 가이드: 엑셀 스프레드시트에서 데이터 가져오기
질문: 기존 영업정보가 들어있는 엑셀 스프레드시트가 있는데, 이걸 파이프드라이브에 올리려면 어떻게 해야 하나요. 답변: 다음 네이버 블로그 포스트 참고하세요. 파이프라인 관리 팁: 엑셀, 스프레드시트를 사용하여 파이프드라이브로 데이터 가져오기(마이그레이션) 참고자료 * Importing data into Pipedrive with spreadsheets - 네이버 블로그 포스트 원문: 파이프드라이브 서포트 페이지

Import / Export Data

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